Overview
Assets Under Management: $729 million
Headquarters: FRAMINGHAM, MA
High-Net-Worth Clients: 184
Average Client Assets: $3.0 million
Frequently Asked Questions
CANBY FINANCIAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #338797), CANBY FINANCIAL ADVISORS is subject to fiduciary duty under federal law.
CANBY FINANCIAL ADVISORS is headquartered in FRAMINGHAM, MA.
CANBY FINANCIAL ADVISORS serves 184 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, CANBY FINANCIAL ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CANBY FINANCIAL ADVISORS manages $729 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, CANBY FINANCIAL ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 184
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.73%
Average Client Assets: $3.0 million
Total Client Accounts: 390
Discretionary Accounts: 382
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 338797
Filing ID: 2083575
Last Filing Date: 2026-03-27 09:35:22