# Merrimack Valley Financial Advisors

Merrimack Valley Financial Advisors is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 124048
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/124048

## About

MERRIMACK VALLEY FINANCIAL ADVISORS, INC. is a state-registered investment adviser in CHELMSFORD, MA. The firm manages approximately $46 million in regulatory assets. It has 3 employees and 3 investment advisers.

## Questions

### What region does Merrimack Valley Financial Advisors serve?

The firm is anchored in the Merrimack Valley, a corridor spanning northeastern Massachusetts and extending into southern New Hampshire. This region encompasses cities such as Lowell, Lawrence, and Haverhill, as well as affluent suburban towns along the I-495 and I-93 routes north of Boston.

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Last updated: 2026-06-03T20:00:00.000Z

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