SourcingSourcing

MCNAMARA FINANCIAL SERVICES, INC.

C39
CRD 154311·SEC 801-71682·MARSHFIELD, MA
AUM
$797.9M
$500M-$1B
Est. Revenue
$8.0M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MCNAMARA FINANCIAL SERVICES, INC.
CRD
154311
SEC file #
801-71682
EIN
203816826
DBA names
—

Economics

AUM
$797.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$389.3M → $797.9M▲ +105%
Client mix
Individuals Other630
Individuals High Net Worth298
Corporations6

Operations

Employees (total)
11
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
MARSHFIELD MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/24/2026
ADV-W filed at
—
Website
mcnamaraofthemerrimack.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCNAMARA, MICHAEL, JOSEPH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MCNAMARA, MICHAEL, JOSEPH
MCNAMARA, JUSTIN, JACOBSON
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MCNAMARAOFTHEMERRIMACK.COM
Rdap Domain Creation Date
2019-05-21T19:12:14Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001622431
Edgar Registered
Yes
Edgar Filing Count
53
Edgar First Filing Date
2015-02-24
Edgar Last Filing Date
2026-04-09
Edgar 13f Count
51
Edgar 13f Latest AUM Estimate
Filing Date2026-04-09
Accession0001951757-26-000563

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1020 PLAIN STREETSUITE 200MARSHFIELD, MA 02050
Business
1020 PLAIN STREETSUITE 200MARSHFIELD, MA 02050
Edgar EIN
203816826
Edgar Recent Filings
13F-HR2026-04-09 · 0001951757-26-000563
13F-HR2026-01-21 · 0001951757-26-000270
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-21T19:12:14Z
Rdap Domain Last Changed
2026-05-22T08:42:49Z
Rdap Nameservers
Ns69.domaincontrol.comNs70.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1031558
Trust Company Affiliate
No

People (4)

4
MCNAMARA, MICHAEL, JOSEPH
IAR · Direct Owner · 87.5%
1031558
REED, ALYSSA, MCNAMARA
IAR · Direct Owner · 17.5%
4948980
MCNAMARA, JUSTIN, JACOBSON
IAR · Direct Owner · 17.5%
4609506
ERIK N SAARINEN
IAR
4878562