New England Private Wealth Advisors

Name

New England Private Wealth Advisors

Legal name

New England Private Wealth Advisors, LLC

Website

https://nepwealth.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

Keywords

• Wealth management
• Investment advisory
• Financial planning
• Estate planning
• Retirement planning

Headquarters

HQ city

Wellesley

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Fee-Based Wealth Management and Advisory Services: NEPWA is a fee-based wealth advisor that charges fees for investment advisory and financial planning services. No commissions or product sales. The fee structure is transparent and aligned with client interests. Revenue is derived from advisory fees assessed on assets under management and planning service fees.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

New England Private Wealth Advisors (NEPWA) is a fee-based, SEC-registered investment advisor providing holistic wealth management and integrated financial planning services for high-net-worth individuals, families, and institutional clients. Core services include investment management, tax planning, retirement planning, and estate planning delivered through open-architecture platforms and proprietary tax-aware strategies. The firm manages over $5 billion in assets for 440+ clients (as of 12/31/2025) from its Wellesley, Massachusetts headquarters.

Product overview

New England Private Wealth Advisors (NEPWA) is a wealth management firm offering an integrated suite of financial services organized around a holistic, fiduciary approach. Its core offerings include Investment Management, Tax Planning, Retirement Planning, and Estate Planning — delivered as an integrated, coordinated suite rather than standalone products. NEPWA also serves specialized client segments including high-net-worth families, physicians, attorneys, and entrepreneurs through tailored financial planning services. On the investment side, the firm provides access to direct indexing, tax-aware long/short strategies, customized options overlays, 1031 Exchange to UPREIT structures, and a Proprietary Income SMA. NEPWA partners with independent custodians (Schwab and Fidelity) and works with established investment managers including Vanguard, J.P. Morgan Asset Management, PIMCO, BlackRock, T. Rowe Price, Goldman Sachs, and First Eagle Investments. The firm manages over $5 billion in assets (as of 12/31/2025) for over 440 clients and is an SEC-registered investment advisor headquartered in Wellesley, Massachusetts.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Strategic, long-term investment management utilizing a hybrid approach of active and passive/index strategies, constructing fully customized portfolios around client goals, risk tolerance, and specific circumstances. Includes direct indexing, options overlay strategies, alternative and private investments, and a proprietary Income SMA.
• Tax Planning Proactive, year-round tax-aware planning integrated into the broader financial plan, incorporating strategies such as investment-integrated tax planning, income and distribution strategies, estate and legacy planning, and business entity tax planning, coordinated with clients' CPAs and attorneys.
• Retirement Planning Comprehensive retirement planning covering transition from accumulation to distribution phase, including long-term investment strategy, retirement income forecasting, Social Security timing, RMD planning, IRMAA analysis, Medicare planning, and coordinated asset location and withdrawal strategy.
• Estate Planning Strategic estate planning coordinated with estate attorneys, addressing trust and estate services, gift and estate tax minimization, trust distribution planning, succession planning for business owners, and preparing heirs to steward inherited wealth.
• Institutional Client Services Investment management and advisory services for institutional clients including corporate defined benefit plans, foundations and endowments, cultural and faith-based organizations, education, healthcare, and charitable organizations. Covers fiduciary education, IPS development, and ongoing oversight.
• High-Net-Worth Financial Planning Comprehensive financial planning for high-net-worth and ultra-high-net-worth individuals and families, integrating investment management, tax strategy, estate planning, and liquidity event planning into a cohesive, long-term wealth strategy.
• Physician Financial Planning Specialized financial planning for physicians and medical professionals, addressing complex compensation structures, student loans, practice ownership, tax burden reduction, and multi-generational wealth building.
• Attorney Financial Planning Tailored financial planning for lawyers and partners, addressing irregular cash flow, firm equity decisions, succession planning, and tax obligations across multiple income sources.
• Entrepreneur and Business Owner Wealth Management Wealth management for entrepreneurs connecting personal and business financial decisions, including liquidity event planning, business exit planning, succession planning, and tax mitigation strategies aligned with business strategy.

Quantifiable outcome

• Manages over $5 billion in assets for 440+ clients as of year-end 2025
• +1 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature5 records

Partnerships

Nine partnerships are on record, tiered core.

• SchwabcoreTechnology or IntegrationSchwab serves as a custody partner for client assets, providing security, transparency, and flexibility in how client assets are held and managed. NEPWA partners with trusted independent custodians including Schwab to ensure institutional-quality asset custody.
• FidelitycoreTechnology or IntegrationFidelity serves as a custody partner for client assets, providing security, transparency, and flexibility in how client assets are held and managed. NEPWA partners with trusted independent custodians including Fidelity to ensure institutional-quality asset custody.
• VanguardcoreTechnology or IntegrationNEPWA partners with established investment managers including Vanguard to access institutional share classes and pricing for clients. Vanguard funds are utilized within the open-architecture investment platform for passive index-based strategies.
• J.P. Morgan Asset ManagementcoreTechnology or IntegrationNEPWA partners with established investment managers including J.P. Morgan Asset Management to access institutional share classes and pricing for clients within the open-architecture investment platform.
• PIMCOcoreTechnology or IntegrationNEPWA partners with PIMCO as part of its open-architecture investment platform to access institutional-quality active fixed income strategies for client portfolios.
• BlackRockcoreTechnology or IntegrationNEPWA partners with BlackRock as part of its open-architecture investment platform to access iShares ETFs and institutional investment strategies for client portfolios.
• T. Rowe PricecoreTechnology or IntegrationNEPWA partners with T. Rowe Price as part of its open-architecture investment platform to access institutional-quality active equity and fixed income strategies for client portfolios.
• Goldman SachscoreTechnology or IntegrationNEPWA partners with Goldman Sachs as part of its open-architecture investment platform to access specialized investment strategies and institutional-quality solutions for qualified clients.
• First Eagle InvestmentscoreTechnology or IntegrationNEPWA partners with First Eagle Investments as part of its open-architecture investment platform to access value-oriented investment strategies for client portfolios.

Scale indicators4 records

Recent moves8 records

Expansion highlights5 records

Broad incumbents

• Bessemer Trust: One of the largest U.S. private multi-family offices serving ultra-high-net-worth families with investment management, wealth planning, and fiduciary services. Significantly larger than NEPWA but competes for the same HNW/UHNW client base in the Northeast.
• Cerity Partners: National RIA and wealth management firm serving HNW individuals, families, and institutions with tax, investment, and estate planning. Comparable integrated model to NEPWA but at materially greater scale (>$50B AUM), making it a scaled competitor for institutional and HNW mandates.
• Commonwealth Financial Network: Large independent RIA and broker-dealer supporting thousands of advisors nationwide. Competes with NEPWA for HNW households in New England via its affiliated advisor practices, though with a more decentralized model.
• Focus Financial Partners: Public RIA partnership platform providing capital and infrastructure to dozens of affiliated wealth management firms. Represents the larger-scale institutional analogue to NEPWA's Aspen ownership, demonstrating both the strategic and competitive dynamics of RIA roll-ups.
• Wilmington Trust Wealth Management: M&T Bank-owned wealth management business serving HNW and UHNW families with investment management, estate planning, and private banking. Comparable integrated service model; competing institutional and family-wealth mandates in the Northeast.
• Carson Group: PE-backed RIA and coaching platform serving financial advisors and their clients through a partnership model. Analogous to Aspen-backed NEPWA in being a fast-growing RIA roll-up, but at substantially greater scale.
• Mariner Wealth Advisors: National RIA platform with significant M&A roll-up activity under a PE-backed structure. Direct strategic analogue to NEPWA's Aspen Standard Group ownership and DHK-style acquisition strategy, but at much larger AUM and multi-regional scale.

Direct peers

• Savant Wealth Management: Mid-sized RIA providing integrated financial planning, investment management, and tax services to HNW individuals and families. Comparable AUM band ($10B+), fee-based fiduciary model, and multi-state footprint make it a strong functional peer to NEPWA.
• Ballentine Partners: Waltham, Massachusetts-based RIA serving high-net-worth families with integrated investment, tax, and estate planning. Closest geographic and service-model peer to NEPWA, with comparable AUM scale and a similar multi-generational wealth advisory positioning.

Emerging players

• Monarch Wealth Advisors: New England-based RIA offering holistic financial planning for HNW individuals, families, and institutions. Smaller scale than NEPWA with overlapping New England geographic focus, positioning it as a tuck-in M&A candidate or local competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks2 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/new-england-private-wealth-advisors

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about New England Private Wealth Advisors