AdvizorPro

Boston Family Advisors LLC

Boston Family Advisors LLC. CRD 299060

Boston Family Advisors LLC logo

CRD: 299060

Boston Family Advisors LLC

Boston, MA, 02116
6179630904
bfafamilyoffices.com
$329.7M Total AUM
$263.6M Disc. AUM
-- 3Y CAGR
10 Employees
56 ADV. Clients
7 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Gemini Trust
Clients
Retail and Institutional
Platforms
Alpha
Established Date
01-09-2019
Office Locations
2

Office Locations

118 Newbury Street Boston MA
118 Newbury Street Suite 2 Boston MA

About Boston Family Advisors LLC

BFA Family Offices (Boston Family Advisors) delivers family office-style wealth planning for sophisticated investors and entrepreneurs focused on building and protecting multigenerational legacy. The firm structures a “your way” model tailored to each family’s core needs, with an emphasis on asset protection over growth-at-all-costs. Clients also gain exclusive access to emerging private investments and funds, plus institutional-grade insight and curated peer connections.

Team overview

45 AVG AGE
$55.0M AVG AUM / ADVISOR
$5.9M AVG AUM / CLIENT
4.4 yrs AVG TENURE
10 Employees
6 Advisory Reps
6 RIA Reps
7yrs Firm Age

Insights

Request access to benchmark trends tied to oak.
Open the full profile to inspect shifts in pioneer element.
Upgrade to reveal position-level detail across harbor fusion.
See the complete signal summary connected to alpha element.
Upgrade to reveal position-level detail across eagle quantum.
Request access to benchmark trends tied to pathway.
Full visibility includes strategy notes for wave delta timber.
Request access to benchmark trends tied to bridge prime.

Accredited Investors

Unison wave

Asset Classes

Peak prime North quantum Optima bridge Peak beacon Beacon Legacy Vital Eagle Insight summit Ember

Client Personas

Value

Custodian

Atlas

Investment Themes

Timber fusion

Investment Vehicles

Crest Harbor summit

Services

Momentum Ridge ridge Horizon atlas Prime summit Foundation

Technology

Atlas delta

Owner & Executives

N

NICHOLAS ANDREAS RANSOME HOFER

President

CRD
#7028289
Ownership
50% but less than 75%
(602) 833-3288
vertex.legacy@alphacapital.com
in linkedin.com/in/ridge-wave
W

WARREN JOHN GIBBON

Chief Investment Officer, Investment Advisor

CRD
#7248231
Ownership
10% but less than 25%
(674) 234-3817
wave.wave@foundationcapital.com
in linkedin.com/in/fusion-oak
G

Glacier insight

Horizon quantum

CRD
#34766
Ownership
37.6%
(538) 359-6854
pathway.insight@fusioncapital.com
in linkedin.com/in/foundation-capital

Showing 2 of 5 owners & executives

Unlock all

Contacts

J

John M. Ahrens

--

CRD
#8171886
(795) 258-5960
foundation.peak@pioneercapital.com
in linkedin.com/in/meridian-quantum
E

ERIC DANIEL CURRY

--

CRD
#7201028
(644) 941-2833
zenith.value@legacycapital.com
in linkedin.com/in/harbor-element
S

Summit bridge

Summit meridian pathway

CRD
#49664
(707) 847-1724
ridge.meridian@horizoncapital.com
in linkedin.com/in/insight-oak

Showing 2 of 8 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-10-2023
03-13-2024
10-14-2025
03-19-2026
Category Assets AVG. Account size
Discretionary $263,636,366 $1,578,661
Non-Discretionary $66,091,566 $2,131,986
Total $329,727,932 $1,665,293

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $321,765,158

$321.8M Total SMA
Public Funds:
19.3%
Equity - Exchange:
14.3%
Municipal Bonds:
15.3%
Cash:
24.9%
U.S. Government/Agency:
15.8%
Private Funds:
10.4%
Asset class Assets Assets %
Public Funds $73,706,940 19.3%
Equity - Exchange $54,611,878 14.3%
Municipal Bonds $58,430,890 15.3%
Cash $95,093,409 24.9%
U.S. Government/Agency $60,340,396 15.8%
Private Funds $39,717,729 10.4%
Total $381,901,242 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform