Fee-only adviser · Boston, MA
Donoghue Forlines LLC
Donoghue Forlines LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Boston, Massachusetts. On its latest Form ADV, filed March 27, 2026, it reports $371M in regulatory assets under management, 5 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 285403 · SEC file 801-108564 |
| Office | 125 High Street Suite 220 Boston, MA 02110 |
| Phone | (800) 642-4276 |
| Website | www.donoghueforlines.com |
| Regulatory assets under management | $371M |
| Individual clients | 5 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Other |
| Services | Portfolio management |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Boston
- Flagship Harbor Advisors, LLC $3.4B
- Rwa Wealth Partners $19.8B
- Loring, Wolcott & Coolidge Fiduciary Advisors, LLP $12.8B
- Winthrop Wealth $3.1B
- Howland Capital Management LLC $3.7B
- Claro Advisors Inc. $1.4B
See all 115 fee-only advisers in Boston →
Nearby
- Sout Boston 1 firm
- East Boston 1 firm
- Brookline 1 firm
- Cambridge 11 firms
- Roslindale 1 firm
- Melrose 1 firm
- Belmont 2 firms
- Arlington 3 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Donoghue Forlines LLC? Update this listing.