background of header
foreground of header

2023 FA 100 LIST

The CNBC FA 100 celebrated the advisory firms that topped the list in 2023 when it came to offering a comprehensive service that helped clients navigate through their financial life.
2023 FA 100

29. Retirement Resources Investment Corporation

WATCH LIVE

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

Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.