Grandfield & Dodd, LLC
New York, NY·SEC-registered · CRD #110971
Grandfield & Dodd, LLC is an SEC-registered investment advisory firm in New York, NY managing $2.2B across 1.8k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.2B
Client accounts
1.8k
Advisory staff
9
Fee model
Fee-based
How Grandfield & Dodd, LLC 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 Grandfield & Dodd, LLC
How much does Grandfield & Dodd, LLC manage?
Per its most recent SEC Form ADV filing (03/13/2026), Grandfield & Dodd, LLC reports $2.2B in regulatory assets under management across roughly 1.8k client accounts.
How does Grandfield & Dodd, LLC charge?
Grandfield & Dodd, LLC 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 Grandfield & Dodd, LLC a fiduciary?
Yes. Grandfield & Dodd, LLC is registered with the U.S. Securities and Exchange Commission (CRD #110971), 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 Grandfield & Dodd, LLC 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 Grandfield & Dodd, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Grandfield & Dodd, LLC's public SEC Form ADV filing (CRD #110971, filed 03/13/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Grandfield & Dodd, LLC. 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 Grandfield & Dodd, LLC? Claim this profile.