N
CRD: 336725
Napier Financial
Braintree, MA, 02184
7818842300
$550.1M Total AUM
$507.6M Disc. AUM
-- 3Y CAGR
13 Employees
216 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2025
- Office Locations
- 3
Office Locations
27201 Tourney RD Suite 201p Santa Clarita CA
30 Braintree Hill Office Park Suite 201 Braintree MA
-- Estero FL
About Napier Financial
Napier Financial is a Braintree-based RIA with 3 offices. The firm has been operating for 1 years. Managing $550.1M in total assets under management, with 8 advisory representatives. They custody assets with LPL Financial. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
45 AVG AGE
$68.8M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
0.9 yrs AVG TENURE
13 Employees
8 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
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Accredited Investors
Vital capital Zenith peak
Asset Classes
Optima Quantum beacon Oak horizon Capital horizon Prime capital Quantum Oak focus
Client Personas
Ridge ember
Investment Themes
Foundation Legacy Crest Atlas
Investment Vehicles
Crest legacy Insight
Services
Horizon value Focus Ridge Crest Summit Radial Insight Legacy
Owner & Executives
JOHN PAUL NAPOLITANO
--
- CRD
- #2311315
- Ownership
- 25% but less than 50%
(262) 212-8958
harbor.matrix@oakcapital.com
in linkedin.com/in/north-ridge
ALEXANDER GREGORY WEISS
Chief Compliance Officer
- CRD
- #5345503
- Ownership
- 25% but less than 50%
(350) 265-1657
ember.beacon@embercapital.com
in linkedin.com/in/meridian-value
V
Value meridian
Insight bridge
- CRD
- #37770
- Ownership
- 25.2%
(561) 645-3494
ember.signal@atlascapital.com
in linkedin.com/in/pioneer-focus
Showing 2 of 7 owners & executives
Unlock allContacts
Dante Marco Coppola
--
- CRD
- #6796834
(867) 676-3734
atlas.harbor@meridiancapital.com
in linkedin.com/in/pathway-eagle
ADAM J DANI
--
- CRD
- #5286619
(512) 602-1683
eagle.zenith@momentumcapital.com
in linkedin.com/in/wave-foundation
B
Beacon vector
Vector alpha
- CRD
- #31153
(226) 931-8430
fusion.momentum@eaglecapital.com
in linkedin.com/in/unison-summit
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $507,640,209 | $598,632 |
| Non-Discretionary | $42,462,535 | $866,582 |
| Total | $550,102,744 | $613,270 |
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Separately Managed Accounts
Total SMA Asset: $550,102,744
Equity - Exchange:
5.1% Public Funds:
15.5% Equity - OTC:
15.3% U.S. Government/Agency:
21.1% Other:
13.2% Cash:
19.3% Municipal Bonds:
10.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $429,934,603 | 5.1% |
| Public Funds | $1,306,663,989 | 15.5% |
| Equity - OTC | $1,289,803,809 | 15.3% |
| U.S. Government/Agency | $1,778,749,044 | 21.1% |
| Other | $1,112,771,914 | 13.2% |
| Cash | $1,627,007,419 | 19.3% |
| Municipal Bonds | $885,159,476 | 10.5% |
| Total | $8,430,090,254 | 100.0% |