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- Custodian
- ADP · Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-03-2020
- Office Locations
- 7
Office Locations
About Mayflower Advisors
Mayflower Advisors is a Boston-based RIA with 7 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.
Reported data analysis
What the numbers show
Between September 11, 2025 and August 5, 2026, reported AUM increased 21.7%, from $4.8B to $5.8B.
Across 5 reported observations, AUM increased 441.1% between March 18, 2022 and August 5, 2026, from $1.1B to $5.8B.
Of the latest reported AUM, 30.5% is discretionary and 69.5% is non-discretionary.
The firm reports 27 advisory representatives and 1,225 clients, or 45.4 clients per representative. That equates to $4.7M in reported AUM per client.
The profile lists 7 reported office locations and 6 years in operation. The source data was last updated on August 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Mayflower Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
VINSON EDWARD BROD
Chief Compliance Officer, Chief Operating Officer
- CRD
- #2619867
- Ownership
- Less than 5%
STEVEN DIMITRIOU
Chief Executive Officer, Financial Advisor, General Partner, Managing Partner
- CRD
- #2177757
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Christopher Barrett
Wealth Advisor
- CRD
- #1589965
DANIELLE LISE BREEN
Wealth Manager
- CRD
- #6656260
Showing 2 of 27 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Mayflower Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Mayflower Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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