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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 5 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Mayflower Financial Advisors have?","answer":"Mayflower Financial Advisors has 27 investment adviser representatives registered with state securities authorities, out of 33 employees, and 27 perform investment advisory functions. 22 employees are registered representatives of a broker-dealer and 8 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 Mayflower Financial Advisors invest in?","answer":"At the end of its last fiscal year, Mayflower Financial Advisors’ separately managed accounts held 56% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs), 18% cash and equivalents, 2% state and local bonds and 2% pooled vehicles (private funds and similar). 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the dates in `sources`. 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."}