Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$382K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
MOORE FINANCIAL ADVISORS, LTD.
Economics
AUM trajectory
'25'26
$111.1M → $127.2M▲ +15%
Client mix
| Individuals High Net Worth | 48 |
| Individuals Other | 44 |
Operations
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Custodian & Brokerage
Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees
Filings
Latest ADV filing
04/01/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
KANIA, ROBERT, FREDERICK
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Rdap Domain
MOOREADVISORS.COM
Rdap Domain Creation Date
2003-08-06T20:05:08Z
Rdap Registrar
Network Solutions, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Local market & wealth
Rank targets by how wealthy the local market is
Soi High Wealth Score
0.5209
Soi Zip Pct 200k Plus
0.3173
Soi Zip Returns 200k Plus
4,100
Soi Zip Total AGI
3,313,910
Fdic Zip Total Deposits
52,126,142,000
Fdic Zip Top Banks
Manufacturers and Traders Trust Company
Belmont Savings Bank
Compliance & brand
Firm Registration Status
active
All other collected signals (24)
Everything else we've pulled for this record, not yet curated into a section.
Custodian Candidates
Full| Fidelity | 4 |
| Altruist | 4 |
| E*trade | 4 |
Fdic Zip Branches Raw
Belmont Savings BankBelmont, MA
Belmont Savings BankBelmont, MA
Fdic Zip Top Bank Share Pct
19.6
Rdap Domain Expiration Date
2029-08-06T20:05:08Z
Rdap Domain Last Changed
2026-04-20T19:16:42Z
Rdap Nameservers
Brett.ns.cloudflare.comLuciana.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Zip Total Business Income
146,426
Soi Zip Total Cap Gains
513,425
Soi Zip Total Dividends
150,987
Soi Zip Total Returns
12,920
Trust Company Affiliate
No
