Data / Investment advisers / Massachusetts / Retirement Resources Investment Corporation
Retirement Resources Investment Corporation, Andover, MA: $2.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Retirement Resources Investment Corporation is an SEC registered investment adviser with its main office in Andover, Massachusetts and reports $2.4 billion in regulatory assets under management in its Form ADV filed April 28, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 47723
- SEC file number
- 801-64658
- SEC status
- Approved, effective September 2, 2005
- Main office
- 10 New England Business Center Drive Suite 107, Andover, MA 01810
- Phone
- (978) 536-9000
- Website
- retirewithmore.com
- Regulatory AUM
- $2,444,639,519 in the Form ADV filed April 28, 2026
- Discretionary AUM
- $146,171,562
- Non discretionary AUM
- $2,298,467,957
- Accounts
- 299
- Employees
- 7, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 28, 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 | 31 | $2.28 billion |
| High net worth individuals | 48 | $131.3 million |
| Individuals (other than high net worth individuals) | 73 | $28.3 million |
| Corporations or other businesses | Fewer than 5 | $625,650 |
| Charitable organizations | Fewer than 5 | $54,432 |
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 | $2.44 billion | February 3, 2026 |
| December 1, 2025 | $1.99 billion | April 17, 2025 |
Other advisers in Massachusetts
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Windrose Advisors LLC | Waltham | $2.67 billion | 66 | adviserinfo.sec.gov |
| The Patriot Financial Group, LLC | Walpole | $2.64 billion | Not listed | adviserinfo.sec.gov |
| Pear Tree Advisors, Inc. | Lincoln | $2.58 billion | Not listed | adviserinfo.sec.gov |
| Sverica Capital Management | Boston | $2.46 billion | 8 | adviserinfo.sec.gov |
| S & Co., Inc. | Boston | $2.46 billion | 6 | adviserinfo.sec.gov |
| Nichols & Pratt Advisers LLP | Boston | $2.43 billion | Not listed | adviserinfo.sec.gov |
| Moody, Lynn, Lieberson & Walker, LLC | Boston | $2.41 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Massachusetts
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Retirement Resources Investment Corporation 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.