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- Custodian
- Bank OF America · Charles Schwab & Company · Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-14-1994
- Office Locations
- 1
Office Locations
About Financial Solutions Associates
Financial Solutions Associates is a Dedham-based RIA. The firm has been operating for 32 years. Managing $171.9M in total assets under management, with 2 advisory representatives. They custody assets with Bank OF America and Charles Schwab & Company.
Reported data analysis
What the numbers show
Between March 25, 2025 and April 30, 2026, reported AUM increased 10.3%, from $155.9M to $171.9M.
Across 5 reported observations, AUM increased 24.8% between October 24, 2022 and April 30, 2026, from $137.7M to $171.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 270 clients, or 135 clients per representative. That equates to $636.6K in reported AUM per client.
The profile lists 1 reported office location and 32 years in operation. The source data was last updated on April 30, 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
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
Brett Charles Goverman
Managing Member, Owner
- CRD
- #6606767
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BARNET GOVERMAN
Financial Advisor
- CRD
- #1939080
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $171,891,000 | $301,563 |
| Non-Discretionary | $0 | -- |
| Total | $171,891,000 | $301,563 |
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Separately Managed Accounts
SMA allocation detail is available
Financial Solutions Associates has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.