RETIREMENT RESOURCES INVESTMENT CORPORATION
CRD #47723 SEC #801-64658 ANDOVER, MA 978-536-9000
SEC Registered
Total AUM
$2B
Discretionary
$126.8M
Employees
7
Clients
26
Accounts
290
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2B | $126.8M | $1.9B | 7 | 0 |
| Apr 2025 | $2B | $126.8M | $1.9B | 7 | 0 |
| Feb 2025 | $2B | $126.8M | $1.9B | 7 | 0 |
| Aug 2024 | $1.7B | $109.8M | $1.6B | 7 | 0 |
| May 2024 | $1.7B | $109.8M | $1.6B | 7 | 0 |
| Mar 2024 | $1.7B | $109.8M | $1.6B | 7 | 0 |
| Mar 2023 | $1.4B | $70.1M | $1.3B | 7 | 0 |
| Mar 2022 | $1.5B | $78.4M | $1.4B | 5 | 0 |
| Sep 2021 | $1.3B | $84.1M | $1.2B | 5 | 0 |
| Mar 2021 | $1.3B | $84.1M | $1.2B | 5 | 0 |
| Jun 2020 | $1.1B | $77.6M | $1B | 5 | 0 |
| Mar 2020 | $1.1B | $77.6M | $1B | 5 | 0 |
| Mar 2019 | $845.1M | $61.2M | $783.9M | 5 | 0 |
| Mar 2019 | $845.1M | $61.2M | $783.9M | 5 | 0 |
| Mar 2019 | $845.1M | $61.2M | $783.9M | 5 | 0 |
| May 2018 | $861.7M | $63.1M | $798.6M | 5 | 0 |
| Apr 2018 | $861.7M | $63.1M | $798.6M | 5 | 0 |
| Mar 2018 | $861.7M | $63.1M | $798.6M | 5 | 0 |
| Apr 2017 | $723.5M | $52.5M | $671M | 5 | 100 |
| Mar 2017 | $723.5M | $52.5M | $671M | 5 | 100 |
| Oct 2016 | $645.6M | $37.6M | $608M | 5 | 100 |
| Mar 2016 | $645.6M | $37.6M | $608M | 5 | 100 |
| Feb 2016 | $645.6M | $37.6M | $608M | 5 | 100 |
| May 2015 | $626.6M | $46.9M | $579.7M | 5 | 100 |
| Mar 2015 | $581.9M | $0 | $581.9M | 5 | 26 |
| Nov 2014 | $581.9M | $0 | $581.9M | 5 | 26 |
| Sep 2014 | $581.9M | $0 | $581.9M | 5 | 26 |
| Sep 2013 | $420M | $0 | $420M | 5 | 26 |
| Aug 2012 | $338M | $0 | $338M | 1 | 26 |
| Mar 2012 | $354M | $0 | $354M | 1 | 26 |
| Sep 2010 | $183.5M | $0 | $183.5M | 5 | -- |
| Mar 2010 | $241.9M | $0 | $241.9M | 5 | -- |
| Mar 2009 | $167.7M | $0 | $167.7M | 5 | -- |
| Sep 2007 | $182M | $0 | $182M | 5 | -- |
| Mar 2007 | $165.5M | $0 | $165.5M | 5 | -- |
| Mar 2006 | $65.6M | $0 | $65.6M | 5 | -- |
| Nov 2005 | $0 | $0 | $0 | 5 | -- |
DateDec 2025
Total AUM$2B
Discretionary$126.8M
Non-Disc.$1.9B
Employees7
Clients0
DateApr 2025
Total AUM$2B
Discretionary$126.8M
Non-Disc.$1.9B
Employees7
Clients0
DateFeb 2025
Total AUM$2B
Discretionary$126.8M
Non-Disc.$1.9B
Employees7
Clients0
DateAug 2024
Total AUM$1.7B
Discretionary$109.8M
Non-Disc.$1.6B
Employees7
Clients0
DateMay 2024
Total AUM$1.7B
Discretionary$109.8M
Non-Disc.$1.6B
Employees7
Clients0
DateMar 2024
Total AUM$1.7B
Discretionary$109.8M
Non-Disc.$1.6B
Employees7
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$70.1M
Non-Disc.$1.3B
Employees7
Clients0
DateMar 2022
Total AUM$1.5B
Discretionary$78.4M
Non-Disc.$1.4B
Employees5
Clients0
DateSep 2021
Total AUM$1.3B
Discretionary$84.1M
Non-Disc.$1.2B
Employees5
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$84.1M
Non-Disc.$1.2B
Employees5
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$77.6M
Non-Disc.$1B
Employees5
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$77.6M
Non-Disc.$1B
Employees5
Clients0
DateMar 2019
Total AUM$845.1M
Discretionary$61.2M
Non-Disc.$783.9M
Employees5
Clients0
DateMar 2019
Total AUM$845.1M
Discretionary$61.2M
Non-Disc.$783.9M
Employees5
Clients0
DateMar 2019
Total AUM$845.1M
Discretionary$61.2M
Non-Disc.$783.9M
Employees5
Clients0
DateMay 2018
Total AUM$861.7M
Discretionary$63.1M
Non-Disc.$798.6M
Employees5
Clients0
DateApr 2018
Total AUM$861.7M
Discretionary$63.1M
Non-Disc.$798.6M
Employees5
Clients0
DateMar 2018
Total AUM$861.7M
Discretionary$63.1M
Non-Disc.$798.6M
Employees5
Clients0
DateApr 2017
Total AUM$723.5M
Discretionary$52.5M
Non-Disc.$671M
Employees5
Clients100
DateMar 2017
Total AUM$723.5M
Discretionary$52.5M
Non-Disc.$671M
Employees5
Clients100
DateOct 2016
Total AUM$645.6M
Discretionary$37.6M
Non-Disc.$608M
Employees5
Clients100
DateMar 2016
Total AUM$645.6M
Discretionary$37.6M
Non-Disc.$608M
Employees5
Clients100
DateFeb 2016
Total AUM$645.6M
Discretionary$37.6M
Non-Disc.$608M
Employees5
Clients100
DateMay 2015
Total AUM$626.6M
Discretionary$46.9M
Non-Disc.$579.7M
Employees5
Clients100
DateMar 2015
Total AUM$581.9M
Discretionary$0
Non-Disc.$581.9M
Employees5
Clients26
DateNov 2014
Total AUM$581.9M
Discretionary$0
Non-Disc.$581.9M
Employees5
Clients26
DateSep 2014
Total AUM$581.9M
Discretionary$0
Non-Disc.$581.9M
Employees5
Clients26
DateSep 2013
Total AUM$420M
Discretionary$0
Non-Disc.$420M
Employees5
Clients26
DateAug 2012
Total AUM$338M
Discretionary$0
Non-Disc.$338M
Employees1
Clients26
DateMar 2012
Total AUM$354M
Discretionary$0
Non-Disc.$354M
Employees1
Clients26
DateSep 2010
Total AUM$183.5M
Discretionary$0
Non-Disc.$183.5M
Employees5
Clients--
DateMar 2010
Total AUM$241.9M
Discretionary$0
Non-Disc.$241.9M
Employees5
Clients--
DateMar 2009
Total AUM$167.7M
Discretionary$0
Non-Disc.$167.7M
Employees5
Clients--
DateSep 2007
Total AUM$182M
Discretionary$0
Non-Disc.$182M
Employees5
Clients--
DateMar 2007
Total AUM$165.5M
Discretionary$0
Non-Disc.$165.5M
Employees5
Clients--
DateMar 2006
Total AUM$65.6M
Discretionary$0
Non-Disc.$65.6M
Employees5
Clients--
DateNov 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--