Najarian Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$40,449,594
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
99
10% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
99
Very HighAverage account size
$408,582
About
Najarian Financial LLC provides non‑discretionary portfolio management, financial planning and pension consulting to individuals, high‑net‑worth clients, corporations and employer retirement plans, including 401(k) plans. Services include preparation of client Investment Policy Statements, ongoing account monitoring and referrals to third‑party money managers.
The firm combines fundamental, quantitative, charting and technical analysis and implements strategies that can include long‑ and short‑term trading, short sales and options transactions (including covered, uncovered and spread strategies). Because the adviser operates on a non‑discretionary basis, clients retain final trading authority and the firm documents recommendations, risk tolerances and monitoring in each client’s IPS.
Notable for a solo independent adviser, a principal of the firm maintains an affiliated accounting practice, is active as a licensed insurance agent and has recommended private real‑estate offerings tied to an affiliated manager; these outside activities and commissionable insurance sales are disclosed and documented as potential conflicts of interest. The firm’s combination of substantial primarily non‑discretionary AUM, pension consulting to plan clients, and use of derivatives/options in separately managed accounts distinguishes it from many peers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Options & derivatives strategies
Real estate investing
Private / alternative investments
Annuities
Occupation focus
Founder/Business Owner
Executive
Fee options
Fixed fees between $500 and $2,000 for financial planning services
$0+: 1.00% $0 - $1,000,000: 0.75% $1,000,001 - $4,000,000: 0.50% $4,000,001+: 0.25%
Between $100 and $250 per hour for financial planning services
Fee-only: Fixed fees between $500 and $2,000; Hourly fees between $100 and $250 per hour
Main office location
Najarian Financial LLC
420 Washington Street, Suite 401
Braintree MA 02184, United States
Number of offices
1
Most active in
Najarian Financial LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")