Est. Revenue
$7.3M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$17.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
CANBY FINANCIAL ADVISORS, LLC
Economics
Client mix
| Individuals Other | 190 |
| Individuals High Net Worth | 184 |
| Pension Profit Sharing Plans | 8 |
Operations
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
5 advisors → 5 advisors▬ 0%
Primary office
FRAMINGHAM MA
Custodian & Brokerage
Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees
Filings
Latest ADV filing
03/27/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
BORDEN, CHRISTOPHER, STARR
Control Persons
BORDEN, CHRISTOPHER, STARR
GULLOTTI, CHRISTOPHER, P
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Rdap Domain
CANBYFINANCIAL.COM
Rdap Domain Creation Date
2000-09-28T16:07:34Z
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
0.4181
Soi Zip Pct 200k Plus
0.1702
Soi Zip Returns 200k Plus
2,930
Soi Zip Total AGI
2,182,150
Census Median Hh Income
124,532
Census High Income Households
4,059
Census Pop 65 66 Total
793
Census Total Households
13,157
Fdic Zip Total Deposits
46,698,516,000
Fdic Zip Top Banks
TD Bank, National Association
MutualOne Bank
Compliance & brand
Firm Registration Status
active
All other collected signals (28)
Everything else we've pulled for this record, not yet curated into a section.
Census Bachelors Plus Count
8,309
Census Median Home Value
568,100
Census Unemployed Count
754
Fdic Zip Branches Raw
USTrustFramingham, MA
Citizens Bank of MassachusettsFramingham, MA
Fdic Zip Top Bank Share Pct
13.09
Rdap Domain Expiration Date
2030-09-28T16:07:34Z
Rdap Domain Last Changed
2026-01-30T22:48:57Z
Rdap Nameservers
Ns31.worldnic.comNs32.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Zip Total Business Income
85,247
Soi Zip Total Cap Gains
91,060
Soi Zip Total Dividends
49,708
Soi Zip Total Returns
17,220
Trust Company Affiliate
No
