Five Corners Financial Services is an SEC registered investment adviser organized as a sole proprietorship with a primary office location in Easton, MA. Its latest Form ADV filing, dated January 20, 2026, reports $292M in regulatory assets under management, 3 employees, and 750 accounts.
Assets Under Management
$292M
Employees
3
Offices
--
Total Clients
290
Primary office
EASTON, MA
45 BRISTOL DRIVE, SUITE 206, EASTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.2% of total clients.
Top client categories% of clientsClients
1
Individuals
67.2%
195
2
HNWI
32.8%
95
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$292Mas of January 20, 2026
Discretionary100.0%
$292M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$292M
Total Accounts750
10Y AUM Change+$292M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee97:1
10Y Employee Change+1 (+50.0%)
* 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.