FA 100

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The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
FA 100

29. Retirement Resources Investment Corporation

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Retirement Resources Investment Corporation, based in Peabody, MA, is ranked No. 29 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.

Total AUM: $1.3B (AccuPoint Solutions)

Years in Business: 17 (AccuPoint Solutions)

Accounts Under Management: 249 (AccuPoint Solutions)

Previous appearances on FA 100 List: 0

Principals:

Jim Phillips, President

Patrick McGinn, Vice President

Contact:

retirewithmore.com

100 Corporate Place, Suite 202, Peabody, MA 01960

(978) 536-9000