Mayflower Financial Advisors, Llc
SEC-registered
Institutional / Pension Advisor · Mid-sized ($1B–$10B)
CRD 307857
· SEC file 801-118381
· Boston, MA
· www.linkedin.com
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ADV data as of May 26, 2026
- Regulatory AUM
- $5.8B
- Discretionary
- $1.8B
- Clients
- 1,225
- Avg AUM / client
- $4.7M
- Accounts
- 2,924
- Employees
- 33
AUM over time
$0
$5.8B
Dec 2019
May 2026
Annual snapshots from Form ADV filings · as of May 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 593 | $204M | 3.5% |
| High net worth individuals | 333 | $1.1B | 19.7% |
| Pooled investment vehicles (non-investment companies) | 2 | $1.6M | 0.03% |
| Pension and profit sharing plans | 249 | $4.4B | 75.6% |
| Charitable organizations | 21 | $23.5M | 0.4% |
| Corporations and other businesses | 27 | $44.8M | 0.77% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $2.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mayflower Capital Fund Ii, A Series Of Mayflower Commodore Funds, Llc | Private Equity Fund | Delaware | $1.4M | 11 |
| Mayflower Capital Fund Iii (Qcs Only), A Series Of Mayflower Commodore Funds, Llc | Private Equity Fund | Delaware | $1.1M | 20 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (26)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lawrence Michael Glazer | Managing Partner | Apr 2019 (7y) | ≈ 14.06% – 50% via Mayflower Legacy Partners Llc | |
| Lloyd George Glazer | Managing Partner | Apr 2019 (7y) | ≈ 14.06% – 50% via Mayflower Legacy Partners Llc | |
| Steven Dimitriou | Managing Partner/Ceo | Apr 2019 (7y) | ≈ 14.06% – 50% via Mayflower Legacy Partners Llc | |
| Vinson Edward Brod | Chief Compliance Officer | Jul 2020 (6y) | Less than 5% | |
| Jeffrey Samuel Mehne | Registered representative | Jul 2020 (6y) | ||
| Jonathan Arthur Taylor | Registered representative | Jul 2020 (6y) | ||
| Joseph Paul Kendall | Registered representative | Jul 2020 (6y) | ||
| Matthew Jason Mcloy | Registered representative | Aug 2020 (6y) | ||
| Ryan Patrick Foley | Registered representative | Aug 2020 (6y) | ||
| David John Manukjan | Registered representative | CFP | Aug 2020 (6y) | |
| John Albert Longo | Registered representative | Aug 2020 (6y) | ||
| Bradley Allen Gorney | Registered representative | Sep 2020 (6y) | ||
| Louis Francis Chong | Registered representative | CFP | Sep 2020 (6y) | |
| John L Wilcox | Registered representative | CFP | Jan 2021 (6y) | |
| Peter Geary Martin | Registered representative | Jan 2021 (6y) | ||
| Jared Jon Manville | Registered representative | Jul 2021 (5y) | ||
| Danielle Lise Breen | Registered representative | CFP | Oct 2021 (5y) | |
| Jonida Mucka Papajani | Registered representative | CFA | Oct 2021 (5y) | |
| Allison M. Crate | Registered representative | CFP | Jan 2022 (5y) | |
| Jeff Joseph Cashin | Registered representative | CFP | May 2022 (4y) | |
| Christopher Ryan Mc Sherry | Registered representative | Mar 2024 (2y) | ||
| Jonathan Rollins Brown | Registered representative | Feb 2025 (1y) | ||
| Corydon George Callahan | Registered representative | Feb 2025 (1y) | ||
| John Henry Mitchell | Registered representative | Jul 2025 (1y) | ||
| Christopher Barrett | Registered representative | Aug 2025 (1y) | ||
| Maurice Hamilton Patterson | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mayflower Financial Holdings, Llc | Member | Sep 2023 | A | 75% or more |
| Mayflower Legacy Partners Llc | Indirect Owner | Sep 2023 | B | ≈ 56.25% – 100% via Mayflower Financial Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Lawrence Michael Glazer: 25% – 50% of Mayflower Legacy Partners Llc × 75% – 100% of Mayflower Financial Holdings, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Lloyd George Glazer: 25% – 50% of Mayflower Legacy Partners Llc × 75% – 100% of Mayflower Financial Holdings, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Steven Dimitriou: 25% – 50% of Mayflower Legacy Partners Llc × 75% – 100% of Mayflower Financial Holdings, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Mayflower Legacy Partners Llc: 75% – 100% of Mayflower Financial Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $2.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mayflower Capital Fund Ii, A Series Of Mayflower Commodore Funds, Llc | Private Equity Fund | $1.4M | $50.0K | 11 |
| Mayflower Capital Fund Iii (Qcs Only), A Series Of Mayflower Commodore Funds, Llc | Private Equity Fund | $1.1M | $50.0K | 20 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (21)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Lemaitre Vascular, Inc. 401(k) Plan | Lemaitre Vascular, Inc. | 463 | $38.3M | 01/01/2024 |
| Hei Hotels And Resorts 401(k) Plan | Merritt Hospitality Llc | 10,066 | $198M | 01/01/2024 |
| Ipswich Shellfish Company, Inc. 401(k) Plan | Ipswich Shellfish Company, Inc. | 203 | $17.5M | 01/01/2024 |
| Ideo Profit Sharing 401(k) Plan And Trust | Ideo, Lp | 0 | $0 | 01/01/2024 |
| Pratt Institute Defined Contribution Retirement Plan | Pratt Institute | 989 | $258M | 01/01/2024 |
| Briarcliffe 401(k) Plan | Medical Homes Of Rhode Island, Inc. | 214 | $3.8M | 01/01/2024 |
| Neda 401(k) Plan | New England Deaconess Association | 687 | $20.7M | 01/01/2024 |
| Santa Fuel, Inc. 401(k) Savings Plan | Santa Fuel, Inc. | 209 | $30.0M | 01/01/2024 |
| Regis College Dc Retirement Plan | Regis College | 398 | $67.0M | 01/01/2024 |
| Vendr Inc. 401(k) Profit Sharing Plan | Vendr Inc. | 110 | $9.3M | 01/01/2024 |
| Single Digits 401(k) Plan | Single Digits, Inc. | 183 | $12.3M | 01/01/2024 |
| Brevan Howard 401 K Plan | Brevan Howard Inc. | 322 | $43.5M | 01/01/2024 |
| Curate Partners Llc 401 K Profit Sharing Plan Trust | Curate Partners Llc | 83 | $4.6M | 01/01/2024 |
| Luvata Waterbury 401(k) Retirement Savings Plan | Luvata Waterbury, Inc. | 115 | $11.8M | 01/01/2024 |
| The Computer Merchant, Ltd. 401(k) Retirement Savings Plan | The Computer Merchant, Ltd. | 253 | $16.8M | 01/01/2024 |
| Avasure 401(k) Plan | Avasure Opco Holdings, Inc. | 244 | $18.3M | 01/01/2024 |
| Hobart And William Smith Colleges Retirement Plan | Hobart And William Smith Colleges | 651 | $241M | 01/01/2024 |
| High Liner Foods (Usa) 401(k) Savings Plan | High Liner Foods (Usa), Incorporated | 652 | $71.7M | 01/01/2024 |
| Union Leader Corporation 401(k) Savings Plan | Union Leader Corporation | 109 | $11.3M | 01/01/2024 |
| Seatgeek, Inc. 401(k) Ps Plan & Trust | Seatgeek Inc. | 746 | $48.9M | 01/01/2024 |
| C 4 Analytics, Llc 401(k) Profit Sharing Plan And Trust | C 4 Analytics, Llc | 235 | $18.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/26/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $2.5B (42% of AUM) May 2026
- Pershing $1.4B (25% of AUM) May 2026
- Tiaa Cref Individual & Institutional Services, Llc $670M (14% of AUM) Sep 2024
- Adp Broker Dealer, Inc. $597M (10% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 26, 2026.
View current Form ADV (SEC/IAPD) ↗