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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-19-2011
- Office Locations
- 1
Office Locations
About Financial Solutions Associates
Financial Solutions Associates is a Dedham-based RIA. The firm has been operating for 15 years. Managing $152.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Reported data analysis
What the numbers show
Between March 5, 2025 and March 3, 2026, reported AUM increased 12.4%, from $136.0M to $152.9M.
Across 5 reported observations, AUM increased 17.1% between March 16, 2022 and March 3, 2026, from $130.6M to $152.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 174 clients, or 174 clients per representative. That equates to $878.9K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 3, 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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Owner & Executives
ALEXANDER EVAN BURKE
Chief Compliance Officer, Managing Member
- CRD
- #5914002
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,935,812 | $878,941 |
| Non-Discretionary | $0 | -- |
| Total | $152,935,812 | $878,941 |
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Separately Managed Accounts
SMA allocation detail is available
Financial Solutions Associates has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.