NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
CRD #133790 SEC #801-63830 WELLESLEY, MA 781-416-1700
SEC Registered
Total AUM
$3B
Discretionary
$2.6B
Employees
21
Clients
251
Accounts
2,761
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $3B | $2.6B | $358M | 21 | 0 |
| Apr 2025 | $3B | $2.6B | $358M | 17 | 0 |
| Apr 2025 | $3B | $2.6B | $358M | 17 | 0 |
| Mar 2025 | $3B | $2.6B | $358M | 17 | 0 |
| May 2024 | $2.7B | $2.3B | $353.5M | 18 | 0 |
| Mar 2024 | $2.7B | $2.3B | $353.5M | 18 | 0 |
| Mar 2023 | $2.4B | $2B | $339.1M | 19 | 0 |
| Mar 2022 | $2.6B | $2.2B | $396.4M | 18 | 2 |
| Mar 2021 | $2.3B | $1.8B | $551.1M | 18 | 3 |
| Jun 2020 | $2.1B | $1.6B | $514.5M | 18 | 3 |
| Mar 2020 | $2.1B | $1.6B | $514.5M | 18 | 3 |
| Mar 2019 | $1.8B | $1.4B | $434.4M | 18 | 294 |
| Jul 2018 | $1.8B | $1.3B | $463.7M | 16 | 277 |
| Mar 2018 | $1.8B | $1.3B | $463.7M | 16 | 277 |
| Mar 2017 | $1.6B | $1.1B | $476.7M | 16 | 300 |
| Oct 2016 | $1.2B | $984.7M | $200M | 16 | 200 |
| Mar 2016 | $1.2B | $984.7M | $200M | 16 | 200 |
| Mar 2015 | $1.1B | $899.6M | $183.6M | 15 | 200 |
| Mar 2014 | $966.1M | $794.2M | $172M | 12 | 200 |
| Apr 2013 | $745.1M | $548.6M | $196.5M | 12 | 200 |
| Apr 2012 | $681.9M | $493.4M | $188.5M | 6 | 200 |
| Mar 2012 | $681.9M | $493.4M | $188.5M | 6 | 200 |
| Mar 2011 | $634.8M | $442.4M | $192.5M | 10 | -- |
| Mar 2011 | $634.8M | $442.4M | $192.5M | 10 | -- |
| Mar 2010 | $539M | $369.3M | $169.7M | 10 | -- |
| Mar 2009 | $482.3M | $337.9M | $144.5M | 10 | -- |
| Mar 2008 | $505.9M | $322.8M | $183.1M | 10 | -- |
| Nov 2007 | $351.9M | $230.5M | $121.5M | 10 | -- |
| Mar 2007 | $351.9M | $230.5M | $121.5M | 10 | -- |
| Nov 2006 | $169M | $120M | $49M | 10 | -- |
| May 2005 | $100M | $100M | $0 | 5 | -- |
| Jan 2005 | $0 | $0 | $0 | 5 | -- |
| Jan 2005 | $0 | $0 | $0 | 5 | -- |
DateSep 2025
Total AUM$3B
Discretionary$2.6B
Non-Disc.$358M
Employees21
Clients0
DateApr 2025
Total AUM$3B
Discretionary$2.6B
Non-Disc.$358M
Employees17
Clients0
DateApr 2025
Total AUM$3B
Discretionary$2.6B
Non-Disc.$358M
Employees17
Clients0
DateMar 2025
Total AUM$3B
Discretionary$2.6B
Non-Disc.$358M
Employees17
Clients0
DateMay 2024
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$353.5M
Employees18
Clients0
DateMar 2024
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$353.5M
Employees18
Clients0
DateMar 2023
Total AUM$2.4B
Discretionary$2B
Non-Disc.$339.1M
Employees19
Clients0
DateMar 2022
Total AUM$2.6B
Discretionary$2.2B
Non-Disc.$396.4M
Employees18
Clients2
DateMar 2021
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$551.1M
Employees18
Clients3
DateJun 2020
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$514.5M
Employees18
Clients3
DateMar 2020
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$514.5M
Employees18
Clients3
DateMar 2019
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$434.4M
Employees18
Clients294
DateJul 2018
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$463.7M
Employees16
Clients277
DateMar 2018
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$463.7M
Employees16
Clients277
DateMar 2017
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$476.7M
Employees16
Clients300
DateOct 2016
Total AUM$1.2B
Discretionary$984.7M
Non-Disc.$200M
Employees16
Clients200
DateMar 2016
Total AUM$1.2B
Discretionary$984.7M
Non-Disc.$200M
Employees16
Clients200
DateMar 2015
Total AUM$1.1B
Discretionary$899.6M
Non-Disc.$183.6M
Employees15
Clients200
DateMar 2014
Total AUM$966.1M
Discretionary$794.2M
Non-Disc.$172M
Employees12
Clients200
DateApr 2013
Total AUM$745.1M
Discretionary$548.6M
Non-Disc.$196.5M
Employees12
Clients200
DateApr 2012
Total AUM$681.9M
Discretionary$493.4M
Non-Disc.$188.5M
Employees6
Clients200
DateMar 2012
Total AUM$681.9M
Discretionary$493.4M
Non-Disc.$188.5M
Employees6
Clients200
DateMar 2011
Total AUM$634.8M
Discretionary$442.4M
Non-Disc.$192.5M
Employees10
Clients--
DateMar 2011
Total AUM$634.8M
Discretionary$442.4M
Non-Disc.$192.5M
Employees10
Clients--
DateMar 2010
Total AUM$539M
Discretionary$369.3M
Non-Disc.$169.7M
Employees10
Clients--
DateMar 2009
Total AUM$482.3M
Discretionary$337.9M
Non-Disc.$144.5M
Employees10
Clients--
DateMar 2008
Total AUM$505.9M
Discretionary$322.8M
Non-Disc.$183.1M
Employees10
Clients--
DateNov 2007
Total AUM$351.9M
Discretionary$230.5M
Non-Disc.$121.5M
Employees10
Clients--
DateMar 2007
Total AUM$351.9M
Discretionary$230.5M
Non-Disc.$121.5M
Employees10
Clients--
DateNov 2006
Total AUM$169M
Discretionary$120M
Non-Disc.$49M
Employees10
Clients--
DateMay 2005
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--