Be advised. This firm is no longer registered.

Bofa Advisors, LLC

Bofa Advisors, LLC (CRD# 107900) is a financial advisory firm headquartered in Boston, MA. They manage $87,428,881,504 in 182 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    87,429
    MILLION
  • Total Number of Accounts
    182
    ACCOUNTS
  • Average Account Value
    $480,378,470
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Bofa Advisors, LLC
No Advisor Found.
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