New World Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hingham, MA. Its latest Form ADV filing, dated April 9, 2026, reports $885M in regulatory assets under management, 5 employees, and 498 accounts.
Assets Under Management
$885M
Employees
5
Offices
--
Total Clients
105
Primary office
HINGHAM, MA
350 LINCOLN STREET, SUITE 1100, HINGHAM, MA, United States
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
105
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$885Mas of April 9, 2026
Discretionary99.2%
$878M
99% of total RAUM99.2%
Non-discretionary0.8%
$7M
1% of total RAUM0.8%
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.
Total AUM$885M
Total Accounts498
10Y AUM Change+$885M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee21:1
10Y Employee Change+3 (+150.0%)
* 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.