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Roundstone Advisors, LLC (Acton)


Roundstone Advisors, LLC is a large advisory firm based in Acton. It manages $405.08 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Massachusetts and New Jersey.

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Roundstone Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Roundstone Advisors: assets under management

The assets under management (AUM) of Roundstone Advisors, LLC is $405.08 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $405.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $405.08 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Roundstone Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Acton

The principal office where Roundstone Advisors, LLC performs its advisory services is located at 289 Great Road, Acton, MA 01720, which is also the mailing address of the firm. An additional office of the firm is in Basking Ridge, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 978-635-3700 or by fax 978-635-3711. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.roundstoneadvisors.com.


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