Sentinel Pension Advisors, LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wakefield, MA. Its latest Form ADV filing, dated March 24, 2026, reports $11.9B in regulatory assets under management, 53 employees, 23 offices, and 3,033 accounts.
Assets Under Management
$11.9B
Employees
53
Offices
23 offices
Total Clients
2,056
Primary office
WAKEFIELD, MA
100 QUANNAPOWITT PKWY, SUITE 402, WAKEFIELD, MA, United States
Top client segmentIndividuals represent 55.9% of total clients.
Top client categories% of clientsClients
1
Individuals
55.9%
1,150
2
Pension Plans
30.8%
633
3
HNWI
13.3%
273
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$11.9Bas of March 24, 2026
Discretionary24.9%
$3.0B
25% of total RAUM24.9%
Non-discretionary75.1%
$9.0B
75% of total RAUM75.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$11.9B
Total Accounts3,033
10Y AUM Change+$8.3B (+228.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees53
Clients per Employee39:1
10Y Employee Change+21 (+65.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.