Est. Revenue
$5.5M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
NAPIER FINANCIAL, LLC
Economics
AUM trajectory
'25'26
$517.7M → $550.1M▲ +6%
Client mix
| Individuals High Net Worth | 107 |
| Individuals Other | 98 |
| Corporations | 6 |
| Other Investment Advisers | 5 |
Operations
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'25'26
8 advisors → 8 advisors▬ 0%
Primary office
BRAINTREE MA
Custodian & Brokerage
Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees
Filings
Latest ADV filing
02/05/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
NAPOLITANO, JOHN, PAUL
Control Persons
NAPOLITANO, JOHN, PAUL
WEISS, ALEXANDER, GREGORY
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Web Signal Quality
fallback_guess:napier.com
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar First Filing Date
2026-02-11
Edgar Last Filing Date
2026-05-05
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0002086579-26-000003
Local market & wealth
Rank targets by how wealthy the local market is
Soi High Wealth Score
0.3516
Soi Zip Pct 200k Plus
0.1242
Soi Zip Returns 200k Plus
2,470
Soi Zip Total AGI
2,112,752
Census Median Hh Income
120,593
Census High Income Households
3,807
Census Pop 65 66 Total
800
Census Total Households
14,407
Census NAICS 523930 Count
18
Fdic Zip Total Deposits
36,544,804,000
Fdic Zip Top Banks
Citizens Bank, National Association
Bank of America, National Association
Compliance & brand
Firm Registration Status
active
All other collected signals (27)
Everything else we've pulled for this record, not yet curated into a section.
Census Bachelors Plus Count
7,175
Census Median Home Value
596,800
Census NAICS 523930 Employees
0
Census Unemployed Count
879
Edgar Addresses
Mailing30 BRAINTREE HILL OFFICE PARKSUITE 201BRAINTREE, MA 02184
Business30 BRAINTREE HILL OFFICE PARKSUITE 201BRAINTREE, MA 02184
Edgar Recent Filings
13F-HR2026-05-05 · 0002086579-26-000003
13F-HR2026-02-11 · 0002086579-26-000001
Fdic Zip Branches Raw
USTrustBraintree, MA
Century Bank and Trust CompanyBraintree, MA
Fdic Zip Top Bank Share Pct
16.29
Soi Zip Total Business Income
63,120
Soi Zip Total Cap Gains
95,696
Soi Zip Total Dividends
32,791
Soi Zip Total Returns
19,880
Trust Company Affiliate
No
NAPOLITANO, JOHN, PAUL
IAR · Direct Owner · 37.5%
WEISS, ALEXANDER, GREGORY
IAR · Direct Owner · 37.5%
NAPOLITANO, ROBERT, CHRISTOPHER
IAR · Direct Owner · 17.5%
SCHULTE, THOMAS, WILLIAM
IAR · Executive Officer · 2.5%
FLETCHER, THOMAS, HASTINGS
IAR · Executive Officer · 2.5%
CLEMENT, WILLIAM, FARRELL O'SULLIVAN
Executive Officer · 2.5%
DACUNHA, SHAUN, MICHAEL
Executive Officer · 2.5%
