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RETIREMENT RESOURCES INVESTMENT CORPORATION
CRD 47723File 801-64658
APPROVED
Retail clients
Filing as of Apr 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.44B
Top 25% of cohort (national)
Discretionary AUM
$146.2M
Non-discretionary $2.30B
Clients
152
299 accounts
Employees
7
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | AUM | $1,992,257,844 | $2,444,639,519 | increased by$452,381,675 |
| Mar 1, 2026 | Accounts | 290 | 299 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 7 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 146 | 152 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,491,851,737 | $1,992,257,844 | increased by$500,406,107 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 231 | 290 | increased by59 |
| Apr 1, 2022 | Clients | 123 | 146 | increased by23 |
| Apr 1, 2022 | AUM | $1,277,383,643 | $1,491,851,737 | increased by$214,468,094 |
| Apr 1, 2022 | Accounts | 218 | 231 | increased by13 |
| 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 “RETIREMENT RESOURCES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RETIREMENT RESOURCES” 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.