Overview
Assets Under Management: $550 million
Headquarters: BRAINTREE, MA
High-Net-Worth Clients: 107
Average Client Assets: $4 million
Frequently Asked Questions
NAPIER FINANCIAL 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 #336725), NAPIER FINANCIAL is subject to fiduciary duty under federal law.
NAPIER FINANCIAL is headquartered in BRAINTREE, MA.
NAPIER FINANCIAL serves 107 high-net-worth clients according to their SEC filing dated February 05, 2026. View client details ↓
According to their SEC Form ADV, NAPIER FINANCIAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
NAPIER FINANCIAL manages $550 million in client assets according to their SEC filing dated February 05, 2026.
According to their SEC Form ADV, NAPIER FINANCIAL 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: 107
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.45
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 897
Discretionary Accounts: 848
Non-Discretionary Accounts: 49
Regulatory Filings
CRD Number: 336725
Filing ID: 2049787
Last Filing Date: 2026-02-05 13:02:10