b&d advisors

Name

b&d advisors

Legal name

B&D Advisors, LLC

Website

https://bd-advisors.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management & Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), All Other Financial Investment Activities (52399)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)

Keywords

• Financial planning services
• Investment management advisory
• Retirement planning services
• Estate planning advisory
• Wealth management services

Headquarters

HQ city

Worcester

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Financial Advisory Services: Fee-based financial planning and investment management services. The firm acts as an SEC-registered investment adviser providing fiduciary advisory services to clients with $100,000+ in assets.
2. Insurance Products: Risk management and insurance planning services including life insurance, extended care, and special needs trusts. Insurance products are offered as part of comprehensive financial strategy.
3. Securities/Brokerage: Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Registered Representatives can offer brokerage services with transaction-based compensation (commissions) alongside investment advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

b&d advisors is a financial advisory firm providing personalized financial planning, investment management, insurance, retirement, estate, and tax services to individual investors. The firm operates as an SEC-registered investment adviser under a fiduciary standard, delivering advisory services through Patriot Financial Group and Cetera Investment Advisers LLC, with securities offered through Cetera Financial Specialists LLC. It was created by the law firm Bowditch & Dewey, LLP and targets investors with $100,000 or more in assets against a stated $50,000 account minimum.

Product overview

B&D Advisors offers a unified suite of financial advisory services rather than a modular software platform. The core offering includes portfolio management, retirement strategies, risk management, estate strategies, life insurance, and related planning services. Supporting resources include a financial glossary with over 200 terms, tax preparation tools (calendar, forms, publications, rate tables), and a collection of financial calculators covering retirement, investment, insurance, tax, and lifestyle planning needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Personalized financial planning services for individual investors and households, covering budgeting, savings, goal setting, and holistic financial strategy.

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and foundational.

• Cetera Financial Specialists LLCcoreTechnology or IntegrationSecurities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. This broker-dealer relationship enables B&D Advisors to offer securities products alongside investment advisory services through registered representatives.
• The Patriot Financial Group, LLCcoreTechnology or IntegrationSEC registered investment adviser providing advisory services platform. Michael Tashjian serves as CEO of both B&D Advisors and The Patriot Financial Group, facilitating operational alignment and compliance oversight.
• Cetera Investment Advisers LLCcoreTechnology or IntegrationAdvisory services offered through Cetera Investment Advisers LLC in addition to advisory services offered through The Patriot Financial Group, providing multiple advisory platform options.
• Bowditch & Dewey, LLPfoundationalStrategic or Co-development PartnerB&D Advisors was created by the law firm of Bowditch & Dewey, LLP as a separate entity to offer services not offered through the law firm, such as financial planning, investments, and insurance needs. This affiliation provides a natural referral channel and coordinated approach to legal and financial planning.

Scale indicators2 records

Recent moves1 record

Others

• Focus Financial Partners: Partnership platform for independent wealth management firms, including many fiduciary RIAs serving HNW individuals and small business owners — comparable as a strategic aggregator in the same RIA ecosystem.
• Cetera Financial Group: Broker-dealer and RIA support platform that B&D Advisors relies on for securities offerings (Cetera Financial Specialists) and advisory infrastructure (Cetera Investment Advisers); a platform partner rather than a direct competitor, but a key comparable for the affiliated-advice distribution model.

Broad incumbents

• Commonwealth Financial Network: Large independent broker-dealer/RIA platform supporting affiliated financial advisors offering holistic financial planning — comparable as an example of the firm-affiliation business model B&D Advisors operates within.
• Edelman Financial Engines: One of the largest independent registered investment advisers in the U.S., offering comprehensive financial planning, investment management, and retirement income strategies to individuals and households — directly overlapping with B&D Advisors' core offering at much greater scale.
• Northwestern Mutual: Large insurance-anchored wealth management firm offering financial planning, investment, retirement, and insurance products to individuals — directly comparable bundled product/service set to B&D Advisors' offering.
• Mariner Wealth Advisors: National RIA providing comprehensive wealth management, retirement, estate, tax, and insurance planning to individuals and small business owners — directly comparable service mix, though at substantially larger scale.
• Creative Planning: National wealth management and financial planning firm serving individuals and small business owners with coordinated investment, retirement, estate, tax, and insurance services — the same one-stop-shop model B&D Advisors promotes.

Emerging players

• Ellevest: Digital wealth management and financial planning firm specifically focused on women — overlaps with B&D Advisors' explicitly named "Women" persona segment.
• Carson Group: RIA support and coaching platform serving affiliated financial advisors; comparable as a peer model to Patriot Financial Group/B&D Advisors' platform-anchored advisory structure.
• Facet Wealth: Digital-first registered investment adviser providing comprehensive financial planning to mass-affluent households — competes for the same retiree/professional segments B&D targets, but via a remote, technology-led delivery model.

Market position

Strengths4 records

Weaknesses4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/b-d-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about b&d advisors