CRD: 131962
Flagship Wealth Advisors, Llc.
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- Custodian
- American Funds · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-22-2006
- Office Locations
- 3
Office Locations
About Flagship Wealth Advisors, Llc.
Flagship Wealth Advisors, LLC is a CFP-led fiduciary wealth management and financial planning firm based north of Boston (Wakefield, MA). Founded in 1997 by Paul V. Ryan, Jr., it operates as a group practice with 30+ professionals delivering personalized wealth accumulation, retirement, estate and college planning with ongoing portfolio management. Portfolios emphasize disciplined asset allocation and risk management using ETFs, mutual funds and fixed income (incl. munis), often custodied at Fidelity/NFS.
Reported data analysis
What the numbers show
Between December 17, 2025 and April 21, 2026, reported AUM increased 23.2%, from $607.5M to $748.6M.
Across 5 reported observations, AUM increased 157.2% between November 11, 2022 and April 21, 2026, from $291.1M to $748.6M.
Of the latest reported AUM, 97.8% is discretionary and 2.2% is non-discretionary.
The firm reports 4 advisory representatives and 482 clients, or 120.5 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 3 reported office locations and 20 years in operation. The source data was last updated on April 21, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
PAUL V RYAN JR
Managing Director
- CRD
- #1901854
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Michael Bergeron
--
- CRD
- #8287574
SUSAN N. BIG
Financial Advisor, General Partner
- CRD
- #4032862
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $732,204,802 | $1,079,948 |
| Non-Discretionary | $16,417,607 | $188,708 |
| Total | $748,622,409 | $978,591 |
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Separately Managed Accounts
SMA allocation detail is available
Flagship Wealth Advisors, Llc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Flagship Wealth Advisors, Llc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.