Shrier Associates, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$67,026,495
Clients
136
Advisors
3
across 3 offices
About
Shrier Associates provides investment management, financial planning, pension consulting and ERISA 3(21) advisory services to individuals, trusts, businesses, non‑profits and retirement‑plan sponsors. The firm offers both discretionary and non‑discretionary portfolio management and reports managing approximately $85.85 million for about 136 clients, with advisory fees generally charged as a percentage of assets and billed quarterly.
The firm’s investment approach is primarily long‑term and tailored to each client’s objectives, using strategic asset allocation built from low‑cost mutual funds and ETFs and supplemented as appropriate with REITs, limited partnerships and individual securities. Shrier Associates applies an internal due‑diligence process, uses third‑party model managers (including SEI and Altruist) for managed account programs, performs ongoing monitoring and rebalancing, and offers optional tax‑loss harvesting through its custodian platform.
What is distinctive in the brochure is that the firm’s principals are licensed insurance advisers and brokers who, outside the advisory relationship, may receive commissions or fee‑based compensation for insurance products; the firm discloses this potential conflict and notes those insurance activities are separate and consume a small portion of advisor time. The firm also combines retirement‑plan consulting and limited‑scope ERISA fiduciary services with oversight of sub‑advisors and alternative vehicle use (e.g., interval funds and non‑traded REITs) when consistent with client objectives and liquidity needs.
Client services
Expertise
Fee options
$700-$1,500, negotiable based on client circumstances
$0 - $500,000: 1.15% $500,001 - $1,000,000: 1.10% $1,000,001 - $1,500,000: 1.00% $1,500,001 - $3,500,000: 0.50% $3,500,001+: 0.30%
Up to $300 per hour, negotiable based on client circumstances
Account minimum: $500,000
Main office
See officeClinton MA
Advisors at this office
1
Offices (3)
Most active in
Massachusetts · New Hampshire · North Carolina · Texas · Virginia
Also doing business as
Shrier Associates · Shrier Associates, LLC · Shrier, Richard Marc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Richard S
ChFC®, Series 63
Clinton, MA
Shrier Associates, LLC
Richard Shrier is the principal of Shrier Associates, LLC in Clinton, MA, holding the ChFC® and Series 63 designations with 22 years of industry experience. He has been self-employed since 2002 and has been associated with Shrier Associates since 1988. Shrier serves as vice-chair of the Investment Committee and as a board member for the Union for Reform Judaism, and he is also a board director and member of the Investment Committee for the Reform Pension Board. Shrier Associates provides investment management, financial planning, pension consulting, and ERISA 3(21) advisory services to individuals, trusts, businesses, non-profits, and retirement-plan sponsors. The firm employs a long-term, tailored investment approach using strategic asset allocation with low-cost mutual funds and ETFs, supplemented by other vehicles, and offers both discretionary and non-discretionary portfolio management.
Isaac P
Series 65
Richmond, VA
Shrier Associates, LLC
Isaac Pino is a financial advisor at Shrier Associates, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Huckleberry Capital Management and Redwood Valuation Partners, LLC. Outside of financial advising, he serves as CFO of Fern Leaf Interactive, a software company focused on using climate data for community resilience planning. Shrier Associates provides investment management, financial planning, pension consulting, and ERISA 3(21) advisory services to individuals, trusts, businesses, non-profits, and retirement-plan sponsors. The firm uses a long-term, tailored investment approach with strategic asset allocation centered on low-cost mutual funds and ETFs, supplemented by other vehicles as appropriate.
Robert T
ChFC®, Series 63, Series 65
Milton, MA
Shrier Associates, LLC
Robert Tamkin is a financial advisor at Shrier Associates, LLC with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. He has been with Shrier Associates since 2002 and has operated a sole proprietorship offering life, health, and related insurance product sales and advisory services since 1980. Shrier Associates provides investment management, financial planning, pension consulting, and ERISA 3(21) advisory services to individuals, trusts, businesses, non-profits, and retirement-plan sponsors. The firm employs a primarily long-term investment approach tailored to client objectives, utilizing low-cost mutual funds and ETFs, supplemented with other vehicles as appropriate, along with ongoing monitoring and optional tax-loss harvesting.
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