Mayflower Advisors, which managed $3.75 billion as a hybrid affiliate of Wells Fargo Advisors Financial Network, which is known as FiNet, has become an independent registered investment adviser.
The 35-person Boston-based firm is using BNY Mellon Pershing as its primary custodian.
Mayflower is led by co-founders and managing partners Lawrence Glazer, Steven Dimitriou and Lloyd Glazer.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
Firm grows assets to $12.27 billion with latest deal.
Treasury secretary's deadline called 'aspirational' by John Thune.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
