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Mayflower Financial Advisors, LLC
Mayflower Financial Advisors, LLC is an independent Registered Investment Advisor (RIA) headquartered in Boston, Massachusetts. The firm specializes in wealth management, financial planning, institutional advisory, and retirement plan consulting services. It serves high net worth individuals, retirement plans, charitable organizations, and institutional clients. Mayflower was founded in 2002, employs approximately 28-30 professionals, and is known for its open architecture investment approach, leveraging a wide array of financial products and strategies sourced across the industry to deliver customized solutions and fiduciary guidance to clients at every stage of life.
Investment Strategy
Mayflower Financial Advisors, LLC employs an open architecture model, providing clients with access to a broad spectrum of investment products and strategies tailored to their unique goals and risk profiles. Their approach is focused on comprehensive financial planning, personalized portfolio construction, and holistic wealth management. Institutional services include fiduciary consulting and custom-tailored solutions for retirement plans, charitable organizations, and non-profits. The firm emphasizes dedicated, high-touch relationships and integrates advanced planning tools to adapt to clients’ evolving financial needs, always acting in a fiduciary capacity.
Latest 13F Filing Activity
Mayflower Financial Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 403 equity positions with a total 13F market value of $797M. The fund increased holdings in Wayfair Inc., Invesco Exchange Traded FD T, Apple Inc. among other positions. Mayflower Financial Advisors, LLC reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (403)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 4.77% | $38.0M | 56,736 | $390.13 | $669.30 | +$1.3M |
S SPLG | SPDR SERIES TRUST | 3.15% | $25.1M | 319,979 | $52.79 | $78.34 | +$2.7M |
M MSFT | MICROSOFT CORP | 2.90% | $23.1M | 44,555 | $241.99 | $517.95 | +$2.0M |
A AAPL | APPLE INC | 2.79% | $22.3M | 87,384 | $136.48 | $254.63 | +$4.5M |
Q QUAL | ISHARES TR | 2.55% | $20.3M | 104,623 | $154.10 | $194.50 | -$656.7K |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
P Peter Martin | Partner | Boston, MA , United States | |
C Chris McSherry | Trading Associate | Boston, MA , United States | |
L Lawrence Glazer | Managing Partner | Boston, MA , United States | |
 | Managing Partner | Boston, MA , United States |
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