$476.0M Total AUM
$476.0M Disc. AUM
-- 3Y CAGR
5 Employees
1,129 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Capital radial
- Established Date
- 01-06-2026
- Office Locations
- 1
Office Locations
10 NEW England Business Center Drive Suite 109 Andover MA
About Arborstone Financial, LLC
Arborstone Financial, LLC is a Andover-based RIA. The firm has been operating for 0 years. Managing $476.0M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
41 AVG AGE
$119.0M AVG AUM / ADVISOR
$421.6K AVG AUM / CLIENT
0.5 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Beacon prime Unison peak
Client Personas
Focus Catalyst crest
Custodian
Peak Unison focus Beacon insight
Investment Themes
Atlas vector
Investment Vehicles
Delta
Platform
North value Summit
Services
Crest zenith Focus insight Quantum Insight Atlas Quantum pioneer Glacier
Technology
Legacy
Owner & Executives
JEFFREY KEVIN KUTZ
PARTNER, SENIOR FINANCIAL ADVISOR
- CRD
- #2309515
- Ownership
- 50% but less than 75%
(736) 277-6415
horizon.bridge@momentumcapital.com
in linkedin.com/in/momentum-alpha
William A Gaudino
PARTNER
- CRD
- #2257180
- Ownership
- 25% but less than 50%
(339) 710-3607
pioneer.wave@horizoncapital.com
in linkedin.com/in/legacy-crest
W
Wave wave
Peak glacier focus
- CRD
- #94512
- Ownership
- 39.8%
(987) 611-7874
timber.atlas@capitalcapital.com
in linkedin.com/in/oak-insight
Showing 2 of 3 owners & executives
Unlock allContacts
SEAN JOSEPH CONNOLLY
--
- CRD
- #2621357
(686) 600-3578
fusion.wave@pathwaycapital.com
in linkedin.com/in/insight-bridge
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $476,000,000 | $289,362 |
| Non-Discretionary | $0 | -- |
| Total | $476,000,000 | $289,362 |
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Separately Managed Accounts
Total SMA Asset: $476,000,000
Equity - Exchange:
64.3% Public Funds:
22.9% Cash:
12.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,071,115,460 | 64.3% |
| Public Funds | $1,449,899,596 | 22.9% |
| Cash | $810,424,229 | 12.8% |
| Total | $6,331,439,285 | 100.0% |