The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

87. Retirement Resources Investment Corporation

CNBC.com staff@CNBC
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Retirement Resources Investment Corporation, based in Peabody, Massachusetts, is ranked No. 87 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.6B

Years in Business: 33

Accounts Under Management: 261

Previous appearances on FA 100 List: 1 (No. 29 in 2023)

Principals:

Patrick McGinn, President

Jim Phillips, Vice President

Contact:

retirewithmore.com

100 Corporate Place, Peabody, MA 01960

(978) 536-9000

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