Retirement Resources Investment Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Andover, MA. Its latest Form ADV filing, dated April 28, 2026, reports $2.4B in regulatory assets under management, 7 employees, and 299 accounts.
Assets Under Management
$2.4B
Employees
7
Offices
--
Total Clients
152
Primary office
ANDOVER, MA
10 NEW ENGLAND BUSINESS CENTER DRIVE, SUITE 107, ANDOVER, MA, United States
Top client segmentIndividuals represent 48.0% of total clients.
Top client categories% of clientsClients
1
Individuals
48.0%
73
2
HNWI
31.6%
48
3
Pension Plans
20.4%
31
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.4Bas of April 28, 2026
Discretionary6.0%
$146M
6% of total RAUM6.0%
Non-discretionary94.0%
$2.3B
94% of total RAUM94.0%
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$2.4B
Total Accounts299
10Y AUM Change+$1.7B (+237.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee22:1
10Y Employee Change+2 (+40.0%)
* 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.