Data / Investment advisers / Massachusetts / Centerpoint Advisors, LLC
Centerpoint Advisors, LLC, Needham, MA: $732 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Centerpoint Advisors, LLC is an SEC registered investment adviser with its main office in Needham, Massachusetts and reports $732 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Centerpoint Advisors, LLC (CRD number 156698): 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
- 156698
- SEC file number
- 801-72619
- SEC status
- Approved, effective July 26, 2011
- Main office
- 175 Highland Avenue Suite 302, Needham, MA 02494
- Phone
- (781) 400-1748
- Regulatory AUM
- $731,903,710 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $731,903,710
- Accounts
- 1,055
- Employees
- 12, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 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 | 201 | $663.4 million |
| Individuals (other than high net worth individuals) | 297 | $65.5 million |
| Charitable organizations | 1 | $2.9 million |
| Pension and profit sharing plans | 3 | $158,915 |
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 | $731.9 million | March 31, 2026 |
| December 1, 2025 | $687.7 million | March 26, 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 |
| Armstrong Advisory Group Inc. | Needham | $1.67 billion | 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 $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Centerpoint Advisors, LLC 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.