SENTINEL PENSION ADVISORS, LLC
Legal name: SENTINEL PENSION ADVISORS, LLC.
CRD #109901 SEC #801-55783 WAKEFIELD, MA 781-914-1450
SEC Registered
Total AUM
$10.7B
Discretionary
$3.1B
Employees
54
Clients
1
Accounts
3,113
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $10.7B | $3.1B | $7.7B | 54 | 2 |
| Jul 2025 | $10.7B | $3.1B | $7.7B | 54 | 2 |
| Jul 2025 | $10.7B | $3.1B | $7.7B | 54 | 2 |
| Jun 2025 | $10.7B | $3.1B | $7.7B | 54 | 2 |
| Jun 2025 | $10.7B | $3.1B | $7.7B | 54 | 2 |
| Jun 2025 | $10.7B | $3.1B | $7.7B | 54 | 2 |
| Apr 2025 | $10.7B | $3.1B | $7.7B | 54 | 2 |
| Apr 2025 | $10.7B | $3.1B | $7.7B | 54 | 2 |
| Mar 2025 | $10.7B | $3.1B | $7.7B | 54 | 2 |
| Sep 2024 | $9B | $2.4B | $6.6B | 54 | 2 |
| Sep 2024 | $9B | $2.4B | $6.6B | 54 | 2 |
| Aug 2024 | $9B | $2.4B | $6.6B | 54 | 2 |
| Aug 2024 | $9B | $2.4B | $6.6B | 54 | 2 |
| Aug 2024 | $9B | $2.4B | $6.6B | 54 | 2 |
| Jun 2024 | $9B | $2.4B | $6.6B | 54 | 2 |
| May 2024 | $9B | $2.4B | $6.6B | 54 | 2 |
| Apr 2024 | $9B | $2.4B | $6.6B | 54 | 2 |
| Mar 2024 | $9B | $2.4B | $6.6B | 54 | 2 |
| Mar 2024 | $8.3B | $2.3B | $6.1B | 51 | 2,250 |
| Feb 2024 | $8.3B | $2.3B | $6.1B | 51 | 2,250 |
| Jan 2024 | $8.3B | $2.3B | $6.1B | 51 | 2,250 |
| Sep 2023 | $8.3B | $2.3B | $6.1B | 51 | 2,250 |
| Sep 2023 | $8.3B | $2.3B | $6.1B | 51 | 2,250 |
| Sep 2023 | $8.3B | $2.3B | $6.1B | 51 | 2,250 |
| Aug 2023 | $8.3B | $2.3B | $6.1B | 51 | 2,250 |
| Apr 2023 | $8.3B | $2.3B | $6.1B | 51 | 2,250 |
| Mar 2023 | $8.3B | $2.3B | $6.1B | 51 | 2,250 |
| Nov 2022 | $10.5B | $3.1B | $7.4B | 48 | 2,091 |
| Oct 2022 | $10.5B | $3.1B | $7.4B | 48 | 2,091 |
| Jun 2022 | $10.5B | $3.1B | $7.4B | 48 | 2,091 |
| Mar 2022 | $10.5B | $3.1B | $7.4B | 48 | 2,091 |
| Jan 2022 | $8.5B | $1.7B | $6.8B | 45 | 0 |
| Jan 2022 | $8.5B | $1.7B | $6.8B | 45 | 0 |
| Jan 2022 | $8.5B | $1.7B | $6.8B | 45 | 0 |
| Nov 2021 | $8.5B | $1.7B | $6.8B | 45 | 0 |
| Oct 2021 | $8.5B | $1.7B | $6.8B | 45 | 0 |
| Jul 2021 | $8.5B | $1.7B | $6.8B | 45 | 0 |
| May 2021 | $8.5B | $1.7B | $6.8B | 45 | 0 |
| Mar 2021 | $8.5B | $1.7B | $6.8B | 45 | 0 |
| Feb 2021 | $7.5B | $1.5B | $5.9B | 46 | 0 |
| Jan 2021 | $7.5B | $1.5B | $5.9B | 46 | 0 |
| Jan 2021 | $7.5B | $1.5B | $5.9B | 46 | 0 |
| Nov 2020 | $7.5B | $1.5B | $5.9B | 46 | 0 |
| Oct 2020 | $7.5B | $1.5B | $5.9B | 46 | 0 |
| Jul 2020 | $7.5B | $1.5B | $5.9B | 46 | 0 |
| Jun 2020 | $7.5B | $1.5B | $5.9B | 46 | 0 |
| Apr 2020 | $7.5B | $1.5B | $5.9B | 46 | 0 |
| Apr 2020 | $7.5B | $1.5B | $5.9B | 46 | 0 |
| Apr 2020 | $7.5B | $1.5B | $5.9B | 46 | 0 |
| Mar 2020 | $7.5B | $1.5B | $5.9B | 46 | 0 |
| Jan 2020 | $4.9B | $714.7M | $4.2B | 35 | 0 |
| Jan 2020 | $4.9B | $714.7M | $4.2B | 35 | 0 |
| Jan 2020 | $4.9B | $714.7M | $4.2B | 35 | 0 |
| Mar 2019 | $4.9B | $714.7M | $4.2B | 35 | 0 |
| Mar 2019 | $4.9B | $714.7M | $4.2B | 35 | 0 |
| Aug 2018 | $4.9B | $1B | $3.9B | 30 | 0 |
| Mar 2018 | $4.9B | $1B | $3.9B | 30 | 0 |
| Sep 2017 | $3.6B | $692.8M | $2.9B | 32 | 1,300 |
| Sep 2017 | $3.6B | $692.8M | $2.9B | 32 | 1,300 |
| Jul 2017 | $3.6B | $692.8M | $2.9B | 32 | 1,300 |
| May 2017 | $3.6B | $692.8M | $2.9B | 32 | 1,300 |
| May 2017 | $3.6B | $692.8M | $2.9B | 32 | 1,300 |
| Apr 2017 | $3.6B | $692.8M | $2.9B | 32 | 1,300 |
| Mar 2017 | $3.6B | $692.8M | $2.9B | 32 | 1,300 |
| Sep 2016 | $3.6B | $803M | $2.8B | 30 | 1,300 |
| Sep 2016 | $3.6B | $803M | $2.8B | 30 | 1,300 |
| Jun 2016 | $3.6B | $803M | $2.8B | 30 | 1,300 |
| Jun 2016 | $3.6B | $803M | $2.8B | 30 | 1,300 |
| May 2016 | $3.6B | $803M | $2.8B | 30 | 1,300 |
| Apr 2016 | $3.6B | $803M | $2.8B | 30 | 1,300 |
| Apr 2016 | $3.6B | $803M | $2.8B | 30 | 1,300 |
| Apr 2016 | $3.6B | $803M | $2.8B | 30 | 1,300 |
| Mar 2016 | $3.6B | $803M | $2.8B | 30 | 1,300 |
| Jan 2016 | $3.3B | $761.6M | $2.5B | 30 | 1,300 |
| Aug 2015 | $3.3B | $761.6M | $2.5B | 30 | 1,300 |
| Mar 2015 | $3.3B | $761.6M | $2.5B | 30 | 1,300 |
| Nov 2014 | $2.7B | $624.2M | $2.1B | 33 | 1,000 |
| May 2014 | $2.7B | $624.2M | $2.1B | 33 | 1,000 |
| Mar 2014 | $2.7B | $624.2M | $2.1B | 33 | 1,000 |
| Feb 2014 | $2.1B | $476.3M | $1.6B | 33 | 1,000 |
| Feb 2014 | $2.1B | $476.3M | $1.6B | 33 | 1,000 |
| Jan 2014 | $2.1B | $476.3M | $1.6B | 33 | 1,000 |
| Jan 2014 | $2.1B | $476.3M | $1.6B | 33 | 1,000 |
| Jun 2013 | $2.1B | $476.3M | $1.6B | 33 | 1,000 |
| Mar 2013 | $2.1B | $476.3M | $1.6B | 33 | 1,000 |
| Feb 2013 | $1.6B | $333.9M | $1.3B | 33 | 700 |
| Apr 2012 | $1.6B | $333.9M | $1.3B | 11 | 700 |
| Mar 2012 | $1.6B | $333.9M | $1.3B | 11 | 700 |
| Jul 2011 | $856.5M | $344.8M | $511.7M | -- | -- |
| Jul 2011 | $856.5M | $344.8M | $511.7M | -- | -- |
| Jul 2011 | $856.5M | $344.8M | $511.7M | -- | -- |
| Apr 2011 | $856.5M | $344.8M | $511.7M | -- | -- |
| Mar 2011 | $856.5M | $344.8M | $511.7M | -- | -- |
| Feb 2011 | $762.6M | $261.6M | $501M | -- | -- |
| Jan 2011 | $762.6M | $261.6M | $501M | -- | -- |
| Jan 2011 | $762.6M | $261.6M | $501M | -- | -- |
| Nov 2010 | $762.6M | $261.6M | $501M | -- | -- |
| May 2010 | $762.6M | $261.6M | $501M | -- | -- |
| Apr 2010 | $573.4M | $270.4M | $303M | -- | -- |
| Mar 2010 | $493.3M | $273.3M | $220M | -- | -- |
| Mar 2009 | $439M | $196.6M | $242.4M | -- | -- |
| Mar 2008 | $437.4M | $340.6M | $96.9M | -- | -- |
| Mar 2007 | $232.8M | $115.4M | $117.4M | -- | -- |
| Nov 2006 | $189.2M | $74.4M | $114.8M | 10 | -- |
| Apr 2004 | $4.2M | $4.2M | $0 | 10 | -- |
DateOct 2025
Total AUM$10.7B
Discretionary$3.1B
Non-Disc.$7.7B
Employees54
Clients2
DateJul 2025
Total AUM$10.7B
Discretionary$3.1B
Non-Disc.$7.7B
Employees54
Clients2
DateJul 2025
Total AUM$10.7B
Discretionary$3.1B
Non-Disc.$7.7B
Employees54
Clients2
DateJun 2025
Total AUM$10.7B
Discretionary$3.1B
Non-Disc.$7.7B
Employees54
Clients2
DateJun 2025
Total AUM$10.7B
Discretionary$3.1B
Non-Disc.$7.7B
Employees54
Clients2
DateJun 2025
Total AUM$10.7B
Discretionary$3.1B
Non-Disc.$7.7B
Employees54
Clients2
DateApr 2025
Total AUM$10.7B
Discretionary$3.1B
Non-Disc.$7.7B
Employees54
Clients2
DateApr 2025
Total AUM$10.7B
Discretionary$3.1B
Non-Disc.$7.7B
Employees54
Clients2
DateMar 2025
Total AUM$10.7B
Discretionary$3.1B
Non-Disc.$7.7B
Employees54
Clients2
DateSep 2024
Total AUM$9B
Discretionary$2.4B
Non-Disc.$6.6B
Employees54
Clients2
DateSep 2024
Total AUM$9B
Discretionary$2.4B
Non-Disc.$6.6B
Employees54
Clients2
DateAug 2024
Total AUM$9B
Discretionary$2.4B
Non-Disc.$6.6B
Employees54
Clients2
DateAug 2024
Total AUM$9B
Discretionary$2.4B
Non-Disc.$6.6B
Employees54
Clients2
DateAug 2024
Total AUM$9B
Discretionary$2.4B
Non-Disc.$6.6B
Employees54
Clients2
DateJun 2024
Total AUM$9B
Discretionary$2.4B
Non-Disc.$6.6B
Employees54
Clients2
DateMay 2024
Total AUM$9B
Discretionary$2.4B
Non-Disc.$6.6B
Employees54
Clients2
DateApr 2024
Total AUM$9B
Discretionary$2.4B
Non-Disc.$6.6B
Employees54
Clients2
DateMar 2024
Total AUM$9B
Discretionary$2.4B
Non-Disc.$6.6B
Employees54
Clients2
DateMar 2024
Total AUM$8.3B
Discretionary$2.3B
Non-Disc.$6.1B
Employees51
Clients2,250
DateFeb 2024
Total AUM$8.3B
Discretionary$2.3B
Non-Disc.$6.1B
Employees51
Clients2,250
DateJan 2024
Total AUM$8.3B
Discretionary$2.3B
Non-Disc.$6.1B
Employees51
Clients2,250
DateSep 2023
Total AUM$8.3B
Discretionary$2.3B
Non-Disc.$6.1B
Employees51
Clients2,250
DateSep 2023
Total AUM$8.3B
Discretionary$2.3B
Non-Disc.$6.1B
Employees51
Clients2,250
DateSep 2023
Total AUM$8.3B
Discretionary$2.3B
Non-Disc.$6.1B
Employees51
Clients2,250
DateAug 2023
Total AUM$8.3B
Discretionary$2.3B
Non-Disc.$6.1B
Employees51
Clients2,250
DateApr 2023
Total AUM$8.3B
Discretionary$2.3B
Non-Disc.$6.1B
Employees51
Clients2,250
DateMar 2023
Total AUM$8.3B
Discretionary$2.3B
Non-Disc.$6.1B
Employees51
Clients2,250
DateNov 2022
Total AUM$10.5B
Discretionary$3.1B
Non-Disc.$7.4B
Employees48
Clients2,091
DateOct 2022
Total AUM$10.5B
Discretionary$3.1B
Non-Disc.$7.4B
Employees48
Clients2,091
DateJun 2022
Total AUM$10.5B
Discretionary$3.1B
Non-Disc.$7.4B
Employees48
Clients2,091
DateMar 2022
Total AUM$10.5B
Discretionary$3.1B
Non-Disc.$7.4B
Employees48
Clients2,091
DateJan 2022
Total AUM$8.5B
Discretionary$1.7B
Non-Disc.$6.8B
Employees45
Clients0
DateJan 2022
Total AUM$8.5B
Discretionary$1.7B
Non-Disc.$6.8B
Employees45
Clients0
DateJan 2022
Total AUM$8.5B
Discretionary$1.7B
Non-Disc.$6.8B
Employees45
Clients0
DateNov 2021
Total AUM$8.5B
Discretionary$1.7B
Non-Disc.$6.8B
Employees45
Clients0
DateOct 2021
Total AUM$8.5B
Discretionary$1.7B
Non-Disc.$6.8B
Employees45
Clients0
DateJul 2021
Total AUM$8.5B
Discretionary$1.7B
Non-Disc.$6.8B
Employees45
Clients0
DateMay 2021
Total AUM$8.5B
Discretionary$1.7B
Non-Disc.$6.8B
Employees45
Clients0
DateMar 2021
Total AUM$8.5B
Discretionary$1.7B
Non-Disc.$6.8B
Employees45
Clients0
DateFeb 2021
Total AUM$7.5B
Discretionary$1.5B
Non-Disc.$5.9B
Employees46
Clients0
DateJan 2021
Total AUM$7.5B
Discretionary$1.5B
Non-Disc.$5.9B
Employees46
Clients0
DateJan 2021
Total AUM$7.5B
Discretionary$1.5B
Non-Disc.$5.9B
Employees46
Clients0
DateNov 2020
Total AUM$7.5B
Discretionary$1.5B
Non-Disc.$5.9B
Employees46
Clients0
DateOct 2020
Total AUM$7.5B
Discretionary$1.5B
Non-Disc.$5.9B
Employees46
Clients0
DateJul 2020
Total AUM$7.5B
Discretionary$1.5B
Non-Disc.$5.9B
Employees46
Clients0
DateJun 2020
Total AUM$7.5B
Discretionary$1.5B
Non-Disc.$5.9B
Employees46
Clients0
DateApr 2020
Total AUM$7.5B
Discretionary$1.5B
Non-Disc.$5.9B
Employees46
Clients0
DateApr 2020
Total AUM$7.5B
Discretionary$1.5B
Non-Disc.$5.9B
Employees46
Clients0
DateApr 2020
Total AUM$7.5B
Discretionary$1.5B
Non-Disc.$5.9B
Employees46
Clients0
DateMar 2020
Total AUM$7.5B
Discretionary$1.5B
Non-Disc.$5.9B
Employees46
Clients0
DateJan 2020
Total AUM$4.9B
Discretionary$714.7M
Non-Disc.$4.2B
Employees35
Clients0
DateJan 2020
Total AUM$4.9B
Discretionary$714.7M
Non-Disc.$4.2B
Employees35
Clients0
DateJan 2020
Total AUM$4.9B
Discretionary$714.7M
Non-Disc.$4.2B
Employees35
Clients0
DateMar 2019
Total AUM$4.9B
Discretionary$714.7M
Non-Disc.$4.2B
Employees35
Clients0
DateMar 2019
Total AUM$4.9B
Discretionary$714.7M
Non-Disc.$4.2B
Employees35
Clients0
DateAug 2018
Total AUM$4.9B
Discretionary$1B
Non-Disc.$3.9B
Employees30
Clients0
DateMar 2018
Total AUM$4.9B
Discretionary$1B
Non-Disc.$3.9B
Employees30
Clients0
DateSep 2017
Total AUM$3.6B
Discretionary$692.8M
Non-Disc.$2.9B
Employees32
Clients1,300
DateSep 2017
Total AUM$3.6B
Discretionary$692.8M
Non-Disc.$2.9B
Employees32
Clients1,300
DateJul 2017
Total AUM$3.6B
Discretionary$692.8M
Non-Disc.$2.9B
Employees32
Clients1,300
DateMay 2017
Total AUM$3.6B
Discretionary$692.8M
Non-Disc.$2.9B
Employees32
Clients1,300
DateMay 2017
Total AUM$3.6B
Discretionary$692.8M
Non-Disc.$2.9B
Employees32
Clients1,300
DateApr 2017
Total AUM$3.6B
Discretionary$692.8M
Non-Disc.$2.9B
Employees32
Clients1,300
DateMar 2017
Total AUM$3.6B
Discretionary$692.8M
Non-Disc.$2.9B
Employees32
Clients1,300
DateSep 2016
Total AUM$3.6B
Discretionary$803M
Non-Disc.$2.8B
Employees30
Clients1,300
DateSep 2016
Total AUM$3.6B
Discretionary$803M
Non-Disc.$2.8B
Employees30
Clients1,300
DateJun 2016
Total AUM$3.6B
Discretionary$803M
Non-Disc.$2.8B
Employees30
Clients1,300
DateJun 2016
Total AUM$3.6B
Discretionary$803M
Non-Disc.$2.8B
Employees30
Clients1,300
DateMay 2016
Total AUM$3.6B
Discretionary$803M
Non-Disc.$2.8B
Employees30
Clients1,300
DateApr 2016
Total AUM$3.6B
Discretionary$803M
Non-Disc.$2.8B
Employees30
Clients1,300
DateApr 2016
Total AUM$3.6B
Discretionary$803M
Non-Disc.$2.8B
Employees30
Clients1,300
DateApr 2016
Total AUM$3.6B
Discretionary$803M
Non-Disc.$2.8B
Employees30
Clients1,300
DateMar 2016
Total AUM$3.6B
Discretionary$803M
Non-Disc.$2.8B
Employees30
Clients1,300
DateJan 2016
Total AUM$3.3B
Discretionary$761.6M
Non-Disc.$2.5B
Employees30
Clients1,300
DateAug 2015
Total AUM$3.3B
Discretionary$761.6M
Non-Disc.$2.5B
Employees30
Clients1,300
DateMar 2015
Total AUM$3.3B
Discretionary$761.6M
Non-Disc.$2.5B
Employees30
Clients1,300
DateNov 2014
Total AUM$2.7B
Discretionary$624.2M
Non-Disc.$2.1B
Employees33
Clients1,000
DateMay 2014
Total AUM$2.7B
Discretionary$624.2M
Non-Disc.$2.1B
Employees33
Clients1,000
DateMar 2014
Total AUM$2.7B
Discretionary$624.2M
Non-Disc.$2.1B
Employees33
Clients1,000
DateFeb 2014
Total AUM$2.1B
Discretionary$476.3M
Non-Disc.$1.6B
Employees33
Clients1,000
DateFeb 2014
Total AUM$2.1B
Discretionary$476.3M
Non-Disc.$1.6B
Employees33
Clients1,000
DateJan 2014
Total AUM$2.1B
Discretionary$476.3M
Non-Disc.$1.6B
Employees33
Clients1,000
DateJan 2014
Total AUM$2.1B
Discretionary$476.3M
Non-Disc.$1.6B
Employees33
Clients1,000
DateJun 2013
Total AUM$2.1B
Discretionary$476.3M
Non-Disc.$1.6B
Employees33
Clients1,000
DateMar 2013
Total AUM$2.1B
Discretionary$476.3M
Non-Disc.$1.6B
Employees33
Clients1,000
DateFeb 2013
Total AUM$1.6B
Discretionary$333.9M
Non-Disc.$1.3B
Employees33
Clients700
DateApr 2012
Total AUM$1.6B
Discretionary$333.9M
Non-Disc.$1.3B
Employees11
Clients700
DateMar 2012
Total AUM$1.6B
Discretionary$333.9M
Non-Disc.$1.3B
Employees11
Clients700
DateJul 2011
Total AUM$856.5M
Discretionary$344.8M
Non-Disc.$511.7M
Employees--
Clients--
DateJul 2011
Total AUM$856.5M
Discretionary$344.8M
Non-Disc.$511.7M
Employees--
Clients--
DateJul 2011
Total AUM$856.5M
Discretionary$344.8M
Non-Disc.$511.7M
Employees--
Clients--
DateApr 2011
Total AUM$856.5M
Discretionary$344.8M
Non-Disc.$511.7M
Employees--
Clients--
DateMar 2011
Total AUM$856.5M
Discretionary$344.8M
Non-Disc.$511.7M
Employees--
Clients--
DateFeb 2011
Total AUM$762.6M
Discretionary$261.6M
Non-Disc.$501M
Employees--
Clients--
DateJan 2011
Total AUM$762.6M
Discretionary$261.6M
Non-Disc.$501M
Employees--
Clients--
DateJan 2011
Total AUM$762.6M
Discretionary$261.6M
Non-Disc.$501M
Employees--
Clients--
DateNov 2010
Total AUM$762.6M
Discretionary$261.6M
Non-Disc.$501M
Employees--
Clients--
DateMay 2010
Total AUM$762.6M
Discretionary$261.6M
Non-Disc.$501M
Employees--
Clients--
DateApr 2010
Total AUM$573.4M
Discretionary$270.4M
Non-Disc.$303M
Employees--
Clients--
DateMar 2010
Total AUM$493.3M
Discretionary$273.3M
Non-Disc.$220M
Employees--
Clients--
DateMar 2009
Total AUM$439M
Discretionary$196.6M
Non-Disc.$242.4M
Employees--
Clients--
DateMar 2008
Total AUM$437.4M
Discretionary$340.6M
Non-Disc.$96.9M
Employees--
Clients--
DateMar 2007
Total AUM$232.8M
Discretionary$115.4M
Non-Disc.$117.4M
Employees--
Clients--
DateNov 2006
Total AUM$189.2M
Discretionary$74.4M
Non-Disc.$114.8M
Employees10
Clients--
DateApr 2004
Total AUM$4.2M
Discretionary$4.2M
Non-Disc.$0
Employees10
Clients--