LP Profile

MSA Financial

Also known as msa financial

Wealth ManagerBraintree, United StatesFounded 1997
$1.4B
Assets Under Management
Braintree
Headquarters
Investment Focus

About MSA Financial

MSA Financial is a registered investment advisory firm in Braintree, Massachusetts, founded in 1997. It offers financial planning and asset management to individuals, families, business owners and organizations in New England and nationally. Services include financial planning, retirement income planning, investment management and corporate executive services, including help with equity compensation decisions for public company executives. The firm describes itself as independent and fiduciary and requires its advisors to hold the CERTIFIED FINANCIAL PLANNER designation. It reports about $1.4 billion in assets and says it has grown mainly through client referrals.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to MSA Financial from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.4B
Total Clients
3,271
Filing Date
February 12, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to MSA Financial across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is MSA Financial?

MSA Financial is a wealth manager based in Braintree, United States, managing approximately $1.4B in assets.

Where is MSA Financial headquartered?

MSA Financial is headquartered in Braintree, United States.

How much does MSA Financial manage?

MSA Financial manages approximately $1.4B in assets under management.

When was MSA Financial founded?

MSA Financial was founded in 1997.

How can I contact MSA Financial?

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