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- Custodian
- American Funds · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-24-2014
- Office Locations
- 1
Office Locations
About Boston Portfolio Advisers
Boston Portfolio Advisers is an independently owned, fee-only RIA providing wealth management for individuals and families. The firm applies institution-style portfolio principles—broad diversification across asset classes/sectors, varied management styles, and a focus on low expenses—while operating under a fiduciary, no-commission model. Portfolios commonly use public funds and ETFs; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 145 clients, or 72.5 clients per representative. That equates to $838.2K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on July 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Boston Portfolio Advisers record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRADFORD GARET WILLIAMS
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Investment Advisor, President
- CRD
- #4617841
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JAY AARON LEBED
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #4659005
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,540,818 | $317,339 |
| Non-Discretionary | $0 | -- |
| Total | $121,540,818 | $317,339 |
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Separately Managed Accounts
SMA allocation detail is available
Boston Portfolio Advisers has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.