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| Keyboard |
| Bolton Securities Corp
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|---|---|
| CRD # | 129376 |
| SEC # | 801-66962 |
| CIK # | |
| AUM | 8,275.5 M (2026-03-31) |
| Employees | 158 (70% Investors, 97% Brokers) |
| Phone | 978-779-5361 |
| Address | 579 Main Street Bolton, MA 01740 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,868 | 1.6 |
| (b) Individuals (high net worth individuals) | 1,698 | 2.6 |
| (c) Banking or thrift institutions | 2 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 79 | 0.2 |
| (h) Charitable organizations | 28 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,690 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 7,320 | 8.3 |
| By Discretionary | ||
| Discretionary | 4,484 | 4.8 |
| Non-Discretionary | 2,836 | 3.5 |
| Total | 7,320 | 8.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.4 | |
| United States Persons | 2.9 | |
| Total | 7,320 | 8.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
BNY Mellon Securities Corporation
✚
|
NY | 8,448.7 M |
|
Douglas Lane & Associates LLC
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NY | 8,440.5 M |
|
Empirical Financial Services LLC
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WA | 8,429.0 M |
|
Elevation Point Wealth Partners LLC
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CO | 8,290.5 M |
|
Wealthcare Advisory Partners LLC
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PA | 8,288.1 M |
|
Capital Investment Advisors LLC
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|
GA | 8,212.6 M |
|
Gradient Investments LLC
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|
MN | 8,201.1 M |
|
R M Davis Inc
✚
|
ME | 8,154.7 M |
|
Marshfield Associates Inc
✚
|
DC | 8,121.9 M |
|
Human Interest Advisors LLC
✚
|
CA | 8,104.6 M |