Grimes & Company, Inc.

Grimes & Company, Inc. (CRD# 109420) is a financial advisory firm headquartered in Westborough, MA. They manage $2,020,852,901 in 2,202 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,021
    MILLION
  • Total Number of Accounts
    2,202
    ACCOUNTS
  • Average Account Value
    $917,735
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
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, 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, VI, VT, WA, WI, WV, WY

Financial Advisors at Grimes & Company, Inc.
Showing 1 - 10 of 22 top financial advisors.
1
Joseph J. Benoit
CRD#: 5204550
110 Turnpike Rd, Suite 100, Westborough, MA 01581
96
Wealthminder
score

Joseph Benoit (CRD# 5204550) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 11 years of experience in the finance industry.

2
Gerald S. Connolly
CRD#: 1594715
110 Turnpike Rd., Suite 100, Westborough, MA 01581
96
Wealthminder
score

Gerald Connolly (CRD# 1594715) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 31 years of experience in the finance industry. Gerald Connolly 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.

3
Kevin T. Grimes
CRD#: 2967732
110 Turnpike Rd., Ste 100, Westborough, MA 01581
96
Wealthminder
score

Kevin Grimes (CRD# 2967732) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 20 years of experience in the finance industry. Kevin Grimes 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.

4
Thomas A. Grimes
CRD#: 2378725
110 Turnpike Rd., Ste 100, Westborough, MA 01581
96
Wealthminder
score

Thomas Grimes (CRD# 2378725) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 24 years of experience in the finance industry. Thomas Grimes 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
Adam R. Jacobs
CRD#: 2930867
110 Turnpike Rd, Suite 100, Westborough, MA 01581
96
Wealthminder
score

Adam Jacobs (CRD# 2930867) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 20 years of experience in the finance industry. Adam Jacobs 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.

6
Jordan A. Letendre
CRD#: 5846326
110 Turnpike Rd, Suite 100, Westborough, MA 01581
96
Wealthminder
score

Jordan Letendre (CRD# 5846326) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 7 years of experience in the finance industry. Jordan Letendre 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.

7
Jennifer A. Moran
CRD#: 5277599
110 Turnpike Rd, Suite 100, Westborough, MA 01581
96
Wealthminder
score

Jennifer Moran (CRD# 5277599) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 10 years of experience in the finance industry. Jennifer Moran 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.

8
Emily M. Sricharoenchaikit
CRD#: 5780478
110 Turnpike Rd, Suite 100, Westborough, MA 01581
96
Wealthminder
score

Emily Sricharoenchaikit (CRD# 5780478) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 7 years of experience in the finance industry. Emily Sricharoenchaikit 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.

9
Benjamin B. Wallace
CRD#: 4044696
110 Turnpike Rd., Ste 100, Westborough, MA 01581
96
Wealthminder
score

Benjamin Wallace (CRD# 4044696) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 18 years of experience in the finance industry.

10
James J. Barrett
CRD#: 6167360
110 Turnpike Rd, Suite 100, Westborough, MA 01581
93
Wealthminder
score

James Barrett (CRD# 6167360) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 4 years of experience in the finance industry. James Barrett 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.

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