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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-1999
- Office Locations
- 1
Office Locations
About Ashwood Advisors
Ashwood Advisors is a Medfield, MA-based RIA providing investment management alongside personalized financial, retirement, education, and business planning. The firm emphasizes values-based advice, with a stated focus on selecting funds with strong Environmental, Social, and Governance (ESG) outcomes and long-term sustainability. Custody relationships include Fidelity/NFS and Pershing.
Reported data analysis
What the numbers show
Of the latest reported AUM, 56.5% is discretionary and 43.5% is non-discretionary.
The firm reports 2 advisory representatives and 112 clients, or 56 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on June 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Ashwood Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEPHEN ANDREA GEREMIA
Chief Compliance Officer, Managing Member, Senior Investment Advisor
- CRD
- #1459834
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MATTHEW A. GEREMIA
Certified Financial Planner
- CRD
- #6355547
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,710,879 | $398,394 |
| Non-Discretionary | $55,237,257 | $3,682,484 |
| Total | $126,948,136 | $651,016 |
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Separately Managed Accounts
SMA allocation detail is available
Ashwood Advisors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.