Congress Asset Management Company, LLP
Boston, MA·SEC-registered · CRD #105161
Congress Asset Management Company, LLP is an SEC-registered investment advisory firm in Boston, MA managing $14B across 8.3k client accounts, with 28 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$14B
Client accounts
8.3k
Advisory staff
28
Fee model
Fee-based
How Congress Asset Management Company, LLP is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Congress Asset Management Company, LLP
How much does Congress Asset Management Company, LLP manage?
Per its most recent SEC Form ADV filing (03/17/2026), Congress Asset Management Company, LLP reports $14B in regulatory assets under management across roughly 8.3k client accounts.
How does Congress Asset Management Company, LLP charge?
Congress Asset Management Company, LLP is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Congress Asset Management Company, LLP a fiduciary?
Yes. Congress Asset Management Company, LLP is registered with the U.S. Securities and Exchange Commission (CRD #105161), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Congress Asset Management Company, LLP taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Congress Asset Management Company, LLP and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Congress Asset Management Company, LLP's public SEC Form ADV filing (CRD #105161, filed 03/17/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Congress Asset Management Company, LLP. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Congress Asset Management Company, LLP? Claim this profile.