BRAINTREE, MACRD 336725Latest ADV February 5, 2026
Napier Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Braintree, MA. Its latest Form ADV filing, dated February 5, 2026, reports $550M in regulatory assets under management, 13 employees, 2 offices, and 897 accounts.
Assets Under Management
$550M
Employees
13
Offices
2 offices
Total Clients
216
Primary office
BRAINTREE, MA
30 BRAINTREE HILL OFFICE PARK, SUITE 201, BRAINTREE, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.5% of total clients.
Top client categories% of clientsClients
1
HNWI
49.5%
107
2
Individuals
45.4%
98
3
Corporations
2.8%
6
4
Other Advisers
2.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$550Mas of February 5, 2026
Discretionary92.3%
$508M
92% of total RAUM92.3%
Non-discretionary7.7%
$42M
8% of total RAUM7.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$550M
Total Accounts897
10Y AUM Change+$550M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee17:1
10Y Employee Change-1 (-7.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.