RETIREMENT RESOURCES INVESTMENT CORPORATION

CRD 47723File 801-64658

APPROVED

Retail clients

Filing as of Apr 28, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.44B

Top 25% of cohort (national)

Discretionary AUM

$146.2M

Non-discretionary $2.30B

Clients

152

299 accounts

Employees

Above cohort median in MA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: BRO
Registration date: Sep 2, 2005
Principal office: 10 NEW ENGLAND BUSINESS CENTER DRIVE, SUITE 107, ANDOVER, MA, 01810
Phone: 978-536-9000
Website: HTTP://WWW.RETIREWITHMORE.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.44B
Discretionary AUM: $146.2M
Non-discretionary AUM: $2.30B
Discretionary accounts: 216
Non-discretionary accounts: 83
Total accounts: 299
AUM per client: $16.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$626K
Charitable organizations	Fewer than 5	$54K
High net worth individuals	48	$131.3M
Pension and profit sharing plans	31	$2.28B
Individuals (other than high net worth individuals)	73	$28.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

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: No
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 11

This 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.