# Farrow Financial

Farrow Financial is a Bank / Wealth / Trust based in South Burlington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** South Burlington, United States
- **Region:** North America
- **Address:** Randolph, MA, United States
- **Founded:** 1981
- **Assets under management:** Undisclosed
- **Website:** farrowfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/farrow-financial-inc.

## Regulatory record

- **CRD number:** 110526
- **SEC file number:** 801-15865
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110526

## About

The firm was founded in 1981 and maintains its single-office presence in Randolph, south of Boston. Farrow's model rests on integrated financial planning for private clients — combining portfolio management with tax preparation and estate-planning coordination. This positions the firm as a generalist wealth advisor, not a thematic or sector-specialist investor. Farrow’s investment mandate spans equity and fixed-income portfolio construction, retirement-income modeling, and trust-administration services. The firm acts as a registered investment advisor, constructing bespoke portfolios for individuals, charitable organizations, and corporate accounts. No concentrated venture, private-equity, or direct-deal programs are publicly documented. The practice relies on long-term client relationships across the South Shore and Greater Boston corridor. The firm's professional scale and regulatory assets under management are not publicly disclosed. No adjacent philanthropic foundation, multi-family-office platform, or institutional consulting arm is publicly associated with the firm. A structural differentiator for Farrow is its bundling of investment management with in-house tax preparation — a service model that creates high client-switching costs and a sticky, recurring-revenue base. This tax-integrated approach distinguishes Farrow from asset-harvesting RIA consolidators and aligns it with a traditional, accounting-adjacent wealth-management culture.

## Questions

### How is Farrow Financial regulated?

Farrow operates as a registered investment advisor subject to SEC or state-level regulation. As a wealth manager offering both investment advice and tax services, the firm must adhere to fiduciary standards under the Investment Advisers Act of 1940 for its advisory relationships.

### What separates Farrow from larger RIA platforms in the Boston market?

Farrow's model integrates in-house tax preparation with portfolio management, a service structure that reduces client churn and creates a bundled, full-service relationship. This contrasts with national RIA platforms that often outsource tax planning or operate on asset-based-fee models decoupled from broader financial organization.

### Does Farrow Financial participate in co-investment networks or family-office clubs?

No memberships in clubs such as Tiger 21, R360, or YPO, nor participation in co-investment networks, are publicly associated with Farrow. The firm presents as an independent, single-office practice without the external peer-sharing infrastructure common among multi-family offices.

## Related profiles

- [Farringdon Group](https://altss.com/profile/farringdon-group)
- [Farther Finance Advisors](https://altss.com/profile/farther-finance-advisors)

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Last updated: 2026-08-11T02:43:31.692Z

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