Balanced Rock Investment Advisors

$193.2MAssets under management
as of May 2026 · SEC Form ADV
Roslindale, MA
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Tech stack

No one at Balanced Rock Investment Advisors has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Balanced Rock Investment Advisors's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $134M held · filed Mar 2024
Portfolio Management