$5.8B Total AUM
$1.8B Disc. AUM
75.4% 3Y CAGR
33 Employees
1,225 ADV. Clients
6 yrs Firm Age
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- Custodian
- ADP · Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-03-2020
- Office Locations
- 6
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 6 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.
Team overview
47 AVG AGE
$215.4M AVG AUM / ADVISOR
$4.7M AVG AUM / CLIENT
4.6 yrs AVG TENURE
33 Employees
27 Advisory Reps
27 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
VINSON EDWARD BROD
Chief Compliance Officer, Chief Operating Officer
- CRD
- #2619867
- Ownership
- Less than 5%
Available
Available
Available
STEVEN DIMITRIOU
Chief Executive Officer, Financial Advisor, General Partner, Managing Partner
- CRD
- #2177757
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 4 owners & executives
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Christopher Barrett
Senior Plan Consultant
- CRD
- #1589965
Available
Available
Available
D
DANIELLE LISE BREEN
Wealth Manager
- CRD
- #6656260
Available
Available
Available
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: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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