New England Private Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wellesley, MA. Its latest Form ADV filing, dated March 27, 2026, reports $5.1B in regulatory assets under management, 21 employee, 2 offices, and 3,111 accounts.
Assets Under Management
$5.1B
Employees
21
Offices
2 offices
Total Clients
434
Primary office
WELLESLEY, MA
36 WASHINGTON STREET, SUITE 280, WELLESLEY, MA, United States
Top client segmentHNWI represent 77.9% of total clients.
Top client categories% of clientsClients
1
HNWI
77.9%
338
2
Charitable
13.4%
58
3
Individuals
8.8%
38
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.1Bas of March 27, 2026
Discretionary74.8%
$3.8B
75% of total RAUM74.8%
Non-discretionary25.2%
$1.3B
25% of total RAUM25.2%
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$5.1B
Total Accounts3,111
10Y AUM Change+$3.5B (+227.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee21:1
10Y Employee Change+5 (+31.3%)
* 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.