SourcingSourcing

ROBBINS FARLEY LLC

C22
CRD 286581·SEC 801-118427·BEDFORD, NH
AUM
$252.9M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$759K
@ 30% margin
Est. Deal Value
$6.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ROBBINS FARLEY LLC
CRD
286581
SEC file #
801-118427
EIN
455053388
DBA names
—

Economics

AUM
$252.9M
AUM band
$100M-$500M
AUM trajectory
'21'26
$114.9M → $252.9M▲ +120%
Client mix
Individuals Other172
Individuals High Net Worth91

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'21'26
3 advisors → 4 advisors▲ +33%
Primary office
BEDFORD NH
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/22/2026
ADV-W filed at
—
Website
linkedin.com/in/davidblanzillo(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COLLEEN E FARLEY REVOCABLE TRUST
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
COLLEEN E FARLEY REVOCABLE TRUST
FARLEY, COLLEEN, ELEANOR
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
fallback_guess:robbinsfarley.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001847820
Edgar Registered
Yes
Edgar Filing Count
26
Edgar First Filing Date
2021-03-04
Edgar Last Filing Date
2026-04-17
Edgar 13f Count
24
Edgar 13f Latest AUM Estimate
Filing Date2026-04-17
Accession0001847820-26-000002
Edgar Former Names
ROBBINS FARLEY LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
6 BEDFORD FARMS DRIVESUITE 112BEDFORD, NH 03110
Business
6 BEDFORD FARMS DRIVESUITE 112BEDFORD, NH 03110
Edgar EIN
455053388
Edgar Recent Filings
13F-HR2026-04-17 · 0001847820-26-000002
13F-HR2026-01-23 · 0001847820-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (4)

4
FARLEY, COLLEEN, ELEANOR
IAR · Executive Officer · 2.5%
4886461
DAVID BRITT LANZILLO
IAR
2779989
Allie Elizabeth Henke
IAR
7266409
Patrick Lowell Grasso
IAR
6350605