# Arborstone Financial, LLC: new SEC registration, $476M AUM, Andover, MA

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Arborstone Financial, LLC |
| Legal name | Arborstone Financial, LLC |
| CRD | 338225 |
| Status | Approved |
| Registered with the SEC | 2026-01-06 |
| Latest Form ADV filing | 2026-05-06 |
| Location | Andover, MA, United States |
| Regulatory AUM | $476,000,000 |
| Accounts | 1645 |
| Employees | 5 |
| Website | Https://www.arborstonefinancial.com |

## Why this score
- $476M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/338225). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.