New Frontier Advisors, 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 March 31, 2026, reports $4.0B in regulatory assets under management, 16 employees, and 282 accounts.
Assets Under Management
$4.0B
Employees
16
Offices
--
Total Clients
122
Primary office
BOSTON, MA
155 FEDERAL STREET, 10TH FLOOR, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.5% of total clients.
Top client categories% of clientsClients
1
Individuals
70.5%
86
2
HNWI
25.4%
31
3
Other Advisers
2.5%
3
4
Corporations
1.6%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.0Bas of March 31, 2026
Discretionary2.8%
$110M
3% of total RAUM2.8%
Non-discretionary97.2%
$3.9B
97% of total RAUM97.2%
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$4.0B
Total Accounts282
10Y AUM Change+$1.8B (+79.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee8:1
10Y Employee Change+1 (+6.7%)
* 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.