Data / Investment advisers / Massachusetts / Armstrong Advisory Group Inc.
Armstrong Advisory Group Inc., Needham, MA: $1.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Armstrong Advisory Group Inc. is an SEC registered investment adviser with its main office in Needham, Massachusetts and reports $1.7 billion in regulatory assets under management in its Form ADV filed July 10, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Armstrong Advisory Group Inc. (CRD number 318662): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 318662
- SEC file number
- 801-123659
- SEC status
- Approved, effective April 8, 2022
- Main office
- 144 Gould Street Suite 210, Needham, MA 02494
- Phone
- (781) 433-0001
- Regulatory AUM
- $1,668,179,022 in the Form ADV filed July 10, 2026
- Discretionary AUM
- $1,665,080,444
- Non discretionary AUM
- $3,098,578
- Accounts
- 4,071
- Employees
- 22, of which 10 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 11
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 741 | $1.41 billion |
| Individuals (other than high net worth individuals) | 748 | $252.4 million |
| Corporations or other businesses | 3 | $2.9 million |
| Charitable organizations | 2 | $1.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.67 billion | March 4, 2026 |
| December 1, 2025 | $1.44 billion | October 7, 2025 |
Other advisers in Needham
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ascensus Investment Advisors, LLC | Needham | $12.97 billion | Not listed | adviserinfo.sec.gov |
| Beaumont Financial Partners | Needham | $3.76 billion | Not listed | adviserinfo.sec.gov |
| Pinnacle Pension Consultants LLC | Needham | $2.17 billion | Not listed | adviserinfo.sec.gov |
| Centerpoint Advisors, LLC | Needham | $731.9 million | Not listed | adviserinfo.sec.gov |
| Goodman Advisory Group, LLC | Needham | $415.5 million | Not listed | adviserinfo.sec.gov |
| Darrow Wealth Management | Needham | $392.4 million | Not listed | adviserinfo.sec.gov |
| Commons Capital, LLC | Needham | $307.4 million | Not listed | adviserinfo.sec.gov |
| Worldly Partners Management, LLC | Needham | $226.8 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Needham, MA
- Investment advisers in Massachusetts
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Armstrong Advisory Group Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.