Data / Investment advisers / Massachusetts / New England Retirement Consultants, LLC
New England Retirement Consultants, LLC, Boston, MA: $2.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
New England Retirement Consultants, LLC is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $2.1 billion in regulatory assets under management in its Form ADV filed February 27, 2026. Its clients include pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
The request: Watch New England Retirement Consultants, LLC (CRD number 141573): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 141573
- SEC file number
- 801-73080
- SEC status
- Approved, effective February 3, 2012
- Main office
- 75 State Street Suite 100, PMB 4410, Boston, MA 02109
- Phone
- (617) 535-6946
- Website
- ne-rc.com
- Regulatory AUM
- $2,113,790,906 in the Form ADV filed February 27, 2026
- Discretionary AUM
- $112,673,527
- Non discretionary AUM
- $2,001,117,379
- Accounts
- 14
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 14 | $2.11 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $2.11 billion | February 27, 2026 |
| December 1, 2025 | $1.94 billion | March 20, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Yellow Wood Partners | Boston | $2.38 billion | 10 | adviserinfo.sec.gov |
| Anchor Capital Advisors LLC | Boston | $2.37 billion | Not listed | adviserinfo.sec.gov |
| John Hancock Personal Financial Services, LLC | Boston | $2.20 billion | Not listed | adviserinfo.sec.gov |
| Pacific Lake Partners, L.L.C. | Boston | $2.18 billion | 12 | adviserinfo.sec.gov |
| Westview Capital Management LLC | Boston | $2.12 billion | 3 | adviserinfo.sec.gov |
| D/B/A the Davis Companies or Davis | Boston | $2.05 billion | 21 | adviserinfo.sec.gov |
| Minot Deblois Advisors LLC | Boston | $2.04 billion | Not listed | adviserinfo.sec.gov |
| Callodine Capital Management | Boston | $2.03 billion | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- New England Retirement Consultants, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.