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Standish Ayer & Wood Inc (Boston)


Standish Ayer & Wood Inc is a large advisory firm based in Boston. It manages $41.11 billion of regulatory assets for 1,174 client accounts. It has been registered with the SEC as an adviser since 2000 and has operated in the jurisdictions of Arizona, California, Colorado, and 24 other states.

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Standish Ayer & Wood provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Standish Ayer & Wood: assets under management

The assets under management (AUM) of Standish Ayer & Wood Inc is $41.11 billion. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $39.82 billion in discretionary accounts and $1.29 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35.37 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $26.91 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Standish Ayer & Wood Inc for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Standish Ayer & Wood Inc performs its advisory services is located at One Financial Center Ste. 27, Boston, MA 02111, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 617-350-6100 or by fax 617-457-5075. The normal business hours are 8:30am - 4:30pm on Monday - Friday. You can find more information about the New York firm at standishonline.com/.


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