Ferris Capital, LLC

Ferris Capital, LLC (CRD# 160116) is a financial advisory firm headquartered in Marlborough, MA. They manage $500,827,373 in 533 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    501
    MILLION
  • Total Number of Accounts
    533
    ACCOUNTS
  • Average Account Value
    $939,639
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, LA, MA, NH, NY, TX

Financial Advisors at Ferris Capital, LLC
Showing 1 - 6 of 6 top financial advisors.
1
David L. Barlow
CRD#: 4948712
325 Donald Lynch Blvd, Suite 200, Marlborough, MA 01752
93
Wealthminder
score

David Barlow (CRD# 4948712) is an Investment Advisor Representative working at Ferris Capital, LLC in Marlborough, MA and has over 11 years of experience in the finance industry.

2
Matthew K. Elsenbeck
CRD#: 5014279
325 Donald Lynch Blvd, Suite 200, Marlborough, MA 01752
93
Wealthminder
score

Matthew Elsenbeck (CRD# 5014279) is an Investment Advisor Representative working at Ferris Capital, LLC in Marlborough, MA and has over 8 years of experience in the finance industry.

3
David M. Ferris
CRD#: 2936882
325 Donald Lynch Blvd, Suite 200, Marlborough, MA 01752
93
Wealthminder
score

David Ferris (CRD# 2936882) is an Investment Advisor Representative working at Ferris Capital, LLC in Marlborough, MA and has over 19 years of experience in the finance industry.

4
Leah K. Revkin
CRD#: 5347640
325 Donald Lynch Blvd, Suite 200, Marlborough, MA 01752
93
Wealthminder
score

Leah Revkin (CRD# 5347640) is an Investment Advisor Representative working at Ferris Capital, LLC in Marlborough, MA and has over 5 years of experience in the finance industry. Leah Revkin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Andrew D. Vernazza
CRD#: 4384273
325 Donald Lynch Blvd, Suite 200, Marlborough, MA 01752
93
Wealthminder
score

Andrew Vernazza (CRD# 4384273) is an Investment Advisor Representative working at Ferris Capital, LLC in Marlborough, MA and has over 15 years of experience in the finance industry.

6
Paul M. Litchfield
CRD#: 5970864
325 Donald Lynch Blvd, Suite 200, Marlborough, MA 01752
90
Wealthminder
score

Paul Litchfield (CRD# 5970864) is an Investment Advisor Representative working at Ferris Capital, LLC in Marlborough, MA and has over 5 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.