RIA Intel›Advisers›Massachusetts›SENTINEL PENSION ADVISORS, LLC

SENTINEL PENSION ADVISORS, LLC

Advisory

N·WAKEFIELD, MA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM

$11.9B

1-Year AUM Growth

+19.1%

3-Year CAGR

+0.7%

Employees

48

Assets Under Management

Total AUM$11.9B

Discretionary AUM$3.0B

Non-Discretionary AUM$9.0B

Discretionary %24.9%

Total Clients2,281

Team

Total Employees48

Investment Advisers53

Employee Growth (1Y)-2.0%

Filing History

Total Filings on Record101

First FilingMar 29, 2001

Latest FilingMar 24, 2026

🔒 Full AUM trend chart and 101 historical filings spanning 25+ 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 SENTINEL PENSION ADVISORS, LLC

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