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SENTINEL PENSION ADVISORS, LLC.
Legal name: SENTINEL PENSION ADVISORS, LLC
CRD 109901File 801-55783
APPROVED
Retail clients
Custody
Filing as of May 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$11.94B
Top 10% of cohort (national)
Discretionary AUM
$2.98B
Non-discretionary $8.96B
Clients
2,056
3,033 accounts
Employees
53
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 5, 1998
- Principal office
- 100 QUANNAPOWITT PKWY, SUITE 402, WAKEFIELD, MA, 01880
- Phone
- 781-914-1361
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $11.94B
- Discretionary AUM
- $2.98B
- Non-discretionary AUM
- $8.96B
- Discretionary accounts
- 2,587
- Non-discretionary accounts
- 446
- Total accounts
- 3,033
- AUM per client
- $5.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 273 | $801.0M |
| Pension and profit sharing plans | 633 | $10.81B |
| Individuals (other than high net worth individuals) | 1,150 | $329.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.