New England Retirement Consultants, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated February 27, 2026, reports $2.1B in regulatory assets under management, 3 employees, and 14 accounts.
Assets Under Management
$2.1B
Employees
3
Offices
--
Total Clients
14
Primary office
BOSTON, MA
75 STATE STREET, SUITE 100, PMB 4410, BOSTON, MA, United States
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.1Bas of February 27, 2026
Discretionary5.3%
$113M
5% of total RAUM5.3%
Non-discretionary94.7%
$2.0B
95% of total RAUM94.7%
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$2.1B
Total Accounts14
10Y AUM Change$-34M (-1.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee5:1
10Y Employee Change+1 (+50.0%)
* 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.