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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Great Diamond Partners have?","answer":"Great Diamond Partners has 8 investment adviser representatives registered with state securities authorities, out of 12 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Great Diamond Partners invest in?","answer":"At the end of its last fiscal year, Great Diamond Partners’ separately managed accounts held 42% exchange-traded equities, 34% registered funds (mutual funds, ETFs, BDCs), 8% investment grade corporate bonds, 8% cash and equivalents, 6% state and local bonds and 2% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Great Diamond Partners?","answer":"Great Diamond Partners’ direct owners are John Piper, Joseph Powers and Helen Andreoli, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Great Diamond Partners get paid?","answer":"Great Diamond Partners is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}