Fee-only adviser · Cambridge, MA
Steven Ayers & Company
Steven Ayers & Company is a fee-only investment adviser registered with the securities regulators of California, Massachusetts, New York, Texas, with a mailing address in Cambridge, Massachusetts (its office is a private residence, so the street address is not published). On its latest Form ADV, filed July 2, 2026, it reports $89M in regulatory assets under management, 67 individual clients and 1 employee who gives 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 | State-registered: California, Massachusetts, New York, Texas |
|---|---|
| Firm CRD number | 122443 · SEC file 801-71087 |
| Office | Cambridge, MA (mailing address; office not published) |
| Phone | (512) 233-2968 |
| Website | www.stevenayers.com |
| Regulatory assets under management | $89M ($88M discretionary) |
| Individual clients | 39 non-high-net-worth, 28 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 2, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- 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 Cambridge
- Pinney & Scofield, Inc. $859M
- GC Wealth Management RIA, LLC $5.8B
- Etre LLC $217M
- Fisher Financial Strategies Not reported
- East Horizon Investments $64M
- Kendall Wealth LLC $62M
See all 11 fee-only advisers in Cambridge →
Nearby
- Belmont 2 firms
- Brookline 1 firm
- Arlington 3 firms
- Newton 11 firms
- Boston 115 firms
- West Newton 1 firm
- Winchester 3 firms
- Newton Centre 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Steven Ayers & Company? Update this listing.