# New England Retirement Consultants, LLC

> New England Retirement Consultants, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 141573
- Filed as: NEW ENGLAND RETIREMENT CONSULTANTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/141573
- AdvisorCensus page: https://advisorcensus.com/firm/new-england-retirement-consultants-llc-boston-ma-141573

## Quick answers

**How is New England Retirement Consultants, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), New England Retirement Consultants, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is New England Retirement Consultants, LLC located?**
New England Retirement Consultants, LLC's principal office is in Boston, MA, according to its Form ADV.

**Is New England Retirement Consultants, LLC registered with the SEC or a state?**
New England Retirement Consultants, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 141573.

**How much does New England Retirement Consultants, LLC manage?**
New England Retirement Consultants, LLC reports $2,113,790,906 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (5% discretionary).

**How have New England Retirement Consultants, LLC's assets and staff changed since 2021?**
In the Form ADV data for New England Retirement Consultants, LLC: Regulatory assets under management: $1,526,608,928 in the October 2021 data and $2,113,790,906 in the October 2026 data, up 38%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does New England Retirement Consultants, LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (14).

**Does New England Retirement Consultants, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/141573

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,113,790,906
- Discretionary: $112,673,527
- Non-discretionary: $2,001,117,379

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $2,113,790,906 |

### Advisory services (Item 5.G)
- Pension consulting services

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, MA, ME, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [ne-rc.com](https://ne-rc.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,526,608,928 | 3 | March 29, 2021 |
| October 2022 | $1,512,672,011 | 3 | March 16, 2022 |
| October 2023 | $1,649,801,220 | 3 | June 1, 2023 |
| October 2024 | $1,793,515,209 | 3 | March 11, 2024 |
| October 2025 | $1,935,869,183 | 3 | March 20, 2025 |
| October 2026 | $2,113,790,906 | 3 | February 27, 2026 |

Regulatory assets under management: $1,526,608,928 in the October 2021 data and $2,113,790,906 in the October 2026 data, up 38%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. New England Retirement Consultants, LLC (CRD 141573): Form ADV filing data as of October 2026.