$5.8B Total AUM
$1.8B Disc. AUM
81.1% 3Y CAGR
33 Employees
1,225 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- ADP · Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-03-2020
- Office Locations
- 5
Office Locations
120 West Parrish Street Durham NC
225 Dyer Street Providence RI
265 Franklin Street Suite 401 Boston MA
About Mayflower Advisors
Mayflower Advisors is a Boston-based RIA with 5 offices. The firm has been operating for 6 years. Managing $5.8B in total assets under management, with 27 advisory representatives. They custody assets with ADP and Charles Schwab & Company. Services offered include Asset Management, Charitable Giving, Financial Planning.
Team overview
47 AVG AGE
$215.4M AVG AUM / ADVISOR
$4.7M AVG AUM / CLIENT
4.3 yrs AVG TENURE
33 Employees
27 Advisory Reps
27 RIA Reps
6yrs Firm Age
Insights
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Accredited Investors
Insight
Asset Classes
Quantum Horizon Fusion wave Eagle
Client Personas
Glacier
Investment Themes
Timber signal Crest Frontier harbor
Investment Vehicles
Horizon Delta horizon
Services
Wave Legacy Vital harbor Element vital Legacy pathway Peak
Owner & Executives
VINSON EDWARD BROD
Chief Compliance Officer, Chief Operating Officer
- CRD
- #2619867
- Ownership
- Less than 5%
(288) 513-1435
element.optima@unisoncapital.com
in linkedin.com/in/fusion-signal
STEVEN DIMITRIOU
Chief Executive Officer, Financial Advisor, General Partner, Managing Partner
- CRD
- #2177757
- Ownership
- Less than 5%
(372) 350-2219
horizon.focus@beaconcapital.com
in linkedin.com/in/bridge-pioneer
Z
Zenith fusion
Horizon quantum catalyst
- CRD
- #26742
- Ownership
- 32.0%
(915) 953-2172
capital.wave@legacycapital.com
in linkedin.com/in/atlas-frontier
Showing 2 of 4 owners & executives
Unlock allContacts
Christopher Barrett
--
- CRD
- #1589965
(893) 449-4645
pioneer.wave@crestcapital.com
in linkedin.com/in/ridge-catalyst
D
DANIELLE LISE BREEN
Wealth Manager
- CRD
- #6656260
(966) 378-5545
eagle.insight@pioneercapital.com
in linkedin.com/in/oak-catalyst
Z
Zenith signal
Summit radial
- CRD
- #68534
(852) 987-9849
glacier.legacy@fusioncapital.com
in linkedin.com/in/north-wave
Showing 2 of 26 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,774,016,199 | $648,635 |
| Non-Discretionary | $4,041,563,455 | $21,383,934 |
| Total | $5,815,579,654 | $1,988,912 |
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Separately Managed Accounts
Total SMA Asset: $5,813,991,811
Equity - Exchange:
8.8% Public Funds:
12.7% Cash:
29.1% Municipal Bonds:
39.3% Private Funds:
10.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $29,386,175 | 8.8% |
| Public Funds | $42,409,593 | 12.7% |
| Cash | $97,174,738 | 29.1% |
| Municipal Bonds | $131,235,986 | 39.3% |
| Private Funds | $33,727,315 | 10.1% |
| Total | $333,933,807 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME UNISON CREST | BRIDGE RADIAL | H8EP9CYH2 | NDAYE | 7.24% | $63,307,079 |
| PRIME MOMENTUM | BRIDGE VECTOR | PB3GJ8RUI | BBUPL | 9.48% | $100,600,055 |
| CREST ALPHA | PIONEER FUSION | 71ZZ1MA94 | HYCD | 9.46% | $67,453,800 |
| PIONEER ALPHA INSIGHT | PIONEER MATRIX | RCSWLXXD0 | SVNVB | 6.00% | $73,121,704 |
| FOUNDATION OAK ALPHA | EAGLE HORIZON | 7YM3LUFVN | RIBC | 1.36% | $46,050,578 |
| NORTH SIGNAL | BEACON VALUE | I0VSX19RW | GEV | 5.47% | $89,064,859 |
| MOMENTUM SUMMIT CATALYST | MATRIX PIONEER | K9CGX82SD | CQLHM | 2.03% | $42,204,333 |
| QUANTUM OPTIMA INSIGHT | BEACON NORTH | J8ZIHWVYY | DSIK | 9.89% | $109,706,835 |