CONNOLLY FINANCIAL ADVISORS, INC.

CONNOLLY FINANCIAL ADVISORS, INC. of NORTH ANDOVER, MA is an SEC-registered investment adviser (CRD 148298). Regulatory assets under management: $93.3M.

Registration

• CRD: 148298
• Type: Registered investment adviser
• Location: 231 SUTTON STREET, NORTH ANDOVER, MA, 01845
• Phone: 800-758-1112
• Latest filing: 2026-01-26
• Regulatory AUM: $93.3M
• Non-discretionary AUM: $93.3M
• Clients: 5
• Accounts: 273

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148298 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search