Overview
Assets Under Management: $127 million
Headquarters: BELMONT, MA
High-Net-Worth Clients: 48
Average Client Assets: $2.1 million
Frequently Asked Questions
MOORE FINANCIAL ADVISORS, LTD. 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 #130421), MOORE FINANCIAL ADVISORS, LTD. is subject to fiduciary duty under federal law.
MOORE FINANCIAL ADVISORS, LTD. is headquartered in BELMONT, MA.
MOORE FINANCIAL ADVISORS, LTD. serves 48 high-net-worth clients according to their SEC filing dated April 01, 2026. View client details ↓
According to their SEC Form ADV, MOORE FINANCIAL ADVISORS, LTD. offers financial planning and portfolio management for individuals. View all service details ↓
MOORE FINANCIAL ADVISORS, LTD. manages $127 million in client assets according to their SEC filing dated April 01, 2026.
According to their SEC Form ADV, MOORE FINANCIAL ADVISORS, LTD. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.48%
Average Client Assets: $2.1 million
Total Client Accounts: 350
Discretionary Accounts: 276
Non-Discretionary Accounts: 74
Regulatory Filings
CRD Number: 130421
Filing ID: 2090844
Last Filing Date: 2026-04-01 16:29:33