$49.9M Total AUM
$20.6M Disc. AUM
-- 3Y CAGR
2 Employees
45 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท State Street
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-19-2023
- Office Locations
- 2
Office Locations
-- Swampscott MA
-- Wellesley MA
About Smarter Bear Financial Advisory
Smarter Bear Financial Advisory is a Massachusetts-based retail RIA providing financial planning, tax planning, insurance guidance, and portfolio construction/asset allocation. Portfolios emphasize ETFs alongside core fixed income (Treasuries, investment-grade corporates, munis). Custody includes Charles Schwab, supporting scalable ETF implementation.
Team overview
-- AVG AGE
$24.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
3.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Lawrence J Derany
GENERAL PARTNER
- CRD
- #7692869
- Ownership
- 50% but less than 75%
Available
Available
Available
Duncan G Perry
Chief Compliance Officer, Principal
- CRD
- #7692731
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,616,396 | -- |
| Non-Discretionary | $29,273,314 | -- |
| Total | $49,889,710 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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