Acadia Wealth Advisors

Acadia Wealth Advisors is an independent, fee-only registered investment adviser that provides fully discretionary portfolio management through separately managed accounts to individuals, families, and a small number of family-office partnerships. The firm manages roughly $41.2 million in AUM across about 50 client accounts and uses suitability and client-specific restrictions when onboarding and managing accounts.

The firm’s principal product is the Growth At the Right Yield (G@RY) strategy, which combines an algorithmic quantitative screen with fundamental analysis to select securities; the screen emphasizes revenue or income growth, yield and yield sustainability, plus technical and valuation criteria. Portfolios are relatively concentrated (typically 20–30 high‑quality equities and ETFs), with similar positions and weightings across client SMAs, and the firm commonly executes trades in block form to achieve consistent execution.

Distinctive features include a policy that the portfolio manager maintains a meaningful personal stake in the model accounts and that those model trades are executed last or in block with client trades to mitigate conflicts of interest. The firm requires custodial platforms that support discretionary block execution and fee deduction (constructive or “soft” custody), primarily using custodians that allow order aggregation, and it also offers limited customization and a separate, more aggressive growth strategy for clients seeking higher risk/return profiles.