Grimes & Company
Westborough, MA·SEC-registered · CRD #109420
Grimes & Company is an SEC-registered investment advisory firm in Westborough, MA managing $6.3B across 9.9k client accounts, with 36 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.3B
Client accounts
9.9k
Advisory staff
36
Fee model
Fee-only
How Grimes & Company is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL GRIMES & COMPANY
See how Grimes compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Grimes & Company. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Grimes & Company? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Grimes & Company
How much does Grimes & Company manage?
Per its most recent SEC Form ADV filing (03/28/2026), Grimes & Company reports $6.3B in regulatory assets under management across roughly 9.9k client accounts.
How does Grimes & Company charge?
Grimes & Company is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Grimes & Company a fiduciary?
Yes. Grimes & Company is registered with the U.S. Securities and Exchange Commission (CRD #109420), 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 Grimes & Company 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 Grimes & Company and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Westborough, MA
Profile compiled from Grimes & Company's public SEC Form ADV filing (CRD #109420, filed 03/28/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Grimes & Company. 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 Grimes & Company? Claim this profile.