FLAGSHIP HARBOR ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $3.42B |
| Discretionary | $3.42B100% of AUM |
| Client Accounts | 12,815 |
| Avg Account Size | $267K |
| Employees | 61 |
| Peak AUM | $3.42BJan 2026 |
AUM by Client Type
Total AUM
$3.4B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.4B | +13.7% | +19.8% | +11.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $3.42B |
| Discretionary | $3.42B |
| Employees | 61 |
| Client Accounts | 12815 |
| Client Range | More than 500 |
Contact & Location
Address
346 COMMERCIAL STREET
BOSTON MA 02109
Phone
(857) 350-4229
Filing History
81 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$3.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported