This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-10-1998
- Office Locations
- 1
Office Locations
About Gregory M Doherty, CPA
Gregory M Doherty, CPA is a Dedham-based RIA. The firm has been operating for 27 years. Managing $66.7M in total assets under management, with 1 advisory representatives.
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 1 advisory representatives and 261 clients, or 261 clients per representative. That equates to $255.7K in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Gregory M Doherty, CPA's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
No additional data categories are currently listed.
Owner & Executives
GREGORY MARSH DOHERTY
Director, Owner
- CRD
- #4858551
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,727,662 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,727,662 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Gregory M Doherty, CPA has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.