Moody, Lynn, Lieberson & Walker
TL;DR
Employee-owned firm founded in 1989 managing equity and balanced accounts for private clients and small to mid-sized institutions, with about $2.4 billion in assets.
$2.4 billion
Regulatory AUM
As of ADV filing 2026-03-25
1,056
Accounts / Clients
503 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
14
Team Size
employees, 8 advisory
10 yrs
Years Registered
First registered 2016
About Moody, Lynn, Lieberson & Walker
Employee-owned firm founded in 1989 managing equity and balanced accounts for private clients and small to mid-sized institutions, with about $2.4 billion in assets.
Office: One Beacon Street, 23rd Floor, Boston, MA 02108.
Best for: Individuals wanting an equity and balanced portfolio run by a CFA team
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD283549
RegistrationSEC-registered
First registration2016
Regulatory AUM$2.4 billion
ADV filing date2026-03-25
Accounts1,056
Clients503 individual and high-net-worth clients
Employees14
Advisory employees8
Fee modelAsset-based fee, 1.0% on the first $3M; ADV 2A says it receives no portion of commissions
MinimumNot disclosed
Disclosure events (Item 11)0
DesignationsCFA, CFP and CPA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 283549, as of ADV filing 2026-03-25, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Boston, MA (2026): rank 2 of 10
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