Ta Associates
Boston, MA·SEC-registered · CRD #156699
Ta Associates is an SEC-registered investment advisory firm in Boston, MA managing $55B across 29 client accounts, with 192 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$55B
Client accounts
29
Advisory staff
192
Fee model
Fee-only
How Ta Associates is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL TA ASSOCIATES
See how Ta 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 Ta Associates. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Ta Associates? 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 Ta Associates
How much does Ta Associates manage?
Per its most recent SEC Form ADV filing (05/26/2026), Ta Associates reports $55B in regulatory assets under management across roughly 29 client accounts.
How does Ta Associates charge?
Ta Associates 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 Ta Associates a fiduciary?
Yes. Ta Associates is registered with the U.S. Securities and Exchange Commission (CRD #156699), 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 Ta Associates 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 Ta Associates and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Boston, MA
Profile compiled from Ta Associates's public SEC Form ADV filing (CRD #156699, filed 05/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Ta Associates. 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 Ta Associates? Claim this profile.