Rhumbline Advisers
Boston, MA·SEC-registered · CRD #107151
Rhumbline Advisers is an SEC-registered investment advisory firm in Boston, MA managing $136B across 826 client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$136B
Client accounts
826
Advisory staff
9
Fee model
Fee-only
How Rhumbline Advisers is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Rhumbline Advisers
How much does Rhumbline Advisers manage?
Per its most recent SEC Form ADV filing (03/13/2026), Rhumbline Advisers reports $136B in regulatory assets under management across roughly 826 client accounts.
How does Rhumbline Advisers charge?
Rhumbline Advisers 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 Rhumbline Advisers a fiduciary?
Yes. Rhumbline Advisers is registered with the U.S. Securities and Exchange Commission (CRD #107151), 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 Rhumbline Advisers 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 Rhumbline Advisers and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Rhumbline Advisers's public SEC Form ADV filing (CRD #107151, filed 03/13/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Rhumbline Advisers. 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 Rhumbline Advisers? Claim this profile.