RIA Intel›Advisers›Massachusetts›NEW ENGLAND RETIREMENT CONSULTANTS, LLC

NEW ENGLAND RETIREMENT CONSULTANTS, LLC

Advisory

N·BOSTON, MA

Data as of Feb 27, 2026 · Source: SEC Form ADV

Total AUM

$2.1B

1-Year AUM Growth

+8.7%

3-Year CAGR

+5.6%

Employees

3

Assets Under Management

Total AUM$2.1B

Discretionary AUM$113M

Non-Discretionary AUM$2.0B

Discretionary %5.3%

Total Clients—

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record23

First FilingJan 20, 2012

Latest FilingFeb 27, 2026

🔒 Full AUM trend chart and 23 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NEW ENGLAND RETIREMENT CONSULTANTS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.