FLAGSHIP HARBOR ADVISORS, LLC
SEC RegisteredDiagnosing Your Financial Challenges, Delivering Confidence
About the firm
We are Flagship Harbor Advisors, your dedicated partners in wealth management. We simplify your financial journey by providing personalized strategies that resonate with your unique aspirations. As a dedicated multifamily focused office, we leverage our vast experience to provide personalized financial solutions, offering an unparalleled level of service and attention.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset management, financial planning, risk management, and philanthropy guidance, all tailored to clients' unique financial needs and aspirations.
Who they serve
High net worth individuals and families, pre-retirees and retirees, business owners, entrepreneurs, and C-suite executives, as well as accomplished professionals and inheritors of wealth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 4,724 | $855M |
| High Net Worth Individuals | 2,556 | $2.5B |
| Charitable Organizations | 29 | $16M |
| State/Municipal Entities | 27 | — |
22 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
61 advisors in the directory
Regulatory & compliance
Data as of January 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FLAGSHIP HARBOR ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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