RIA Intel›Advisers›Massachusetts›RETIREMENT RESOURCES INVESTMENT CORPORATION

RETIREMENT RESOURCES INVESTMENT CORPORATION

Advisory

N·ANDOVER, MA

Data as of Feb 3, 2026 · Source: SEC Form ADV

Total AUM
$2.4B
1-Year AUM Growth
+22.9%
3-Year CAGR
+9.5%
Employees
2
Assets Under Management
Total AUM$2.4B
Discretionary AUM$146M
Non-Discretionary AUM$2.3B
Discretionary %6%
Total Clients152
Team
Total Employees2
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record39
First FilingAug 18, 2005
Latest FilingFeb 3, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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