National Retirement Planning Experts

National Coverage
Local Professionals

NEPC, LLC

225 Franklin Street
29th Floor
Boston, Massachusetts 02110
Tel: 617-374-1300

Need a Financial Advisor?
Compare Vetted Advisors

About NEPC, LLC

NEPC, LLC, formally registered with the SEC as NEPC, LLC. The firm was established in 08/23/1990. They have over 7 offices throughout the country.

NEPC, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $95,392,808,194 assets under management, offering retirement planning & investment advisory services to 110 clients. The firm is staffed with 358 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110562
SEC#801-37227
Assets Managed by Firm$95,392,808,194
No. of Clients110
No. of Advisors358

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total110$95,392,808,194
High net worth individuals40$3,031,543,971
Pension and profit sharing plans157$54,249,699,703
Charitable organizations87$7,969,356,492
Corporations or other businesses44$19,410,350,052

More Retirement Planning firms in Boston, Massachusetts:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors

Explore More Retirement Advisors in Boston, Massachusetts