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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 54 | 53 | decreased by1 |
| Apr 1, 2026 | Clients | 2,281 | 2,056 | decreased by225 |
| Apr 1, 2026 | AUM | $10,730,228,384 | $11,941,931,134 | increased by$1,211,702,750 |
| Apr 1, 2026 | Accounts | 3,113 | 3,033 | decreased by80 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 48 | 54 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,091 | 2,281 | increased by190 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $10,503,429,858 | $10,730,228,384 | increased by$226,798,526 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,771 | 3,113 | increased by342 |
| Apr 1, 2022 | Employees | 45 | 48 | increased by3 |
| Apr 1, 2022 | Clients | 1,943 | 2,091 | increased by148 |
| Apr 1, 2022 | AUM | $8,460,477,554 | $10,503,429,858 | increased by$2,042,952,304 |
| Apr 1, 2022 | Accounts | 2,454 | 2,771 | increased by317 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SENTINEL PENSION” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SENTINEL PENSION” may also match similarly-named firms). Confirm identity against each filing.
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.