NEW FRONTIER ADVISORS, LLC

CRD

147181

SEC file #

801-72506

EIN

000000000

DBA names

—

Economics

AUM

$3.99B

AUM band

$1B+

AUM trajectory

'20 · $2.99B

'21 · $3.32B

'22 · $3.65B

'23 · $4.55B

'25 · $3.95B

'26 · $3.99B

'20'26

$2.99B → $3.99B▲ +34%

sec adv history

Client mix

Individuals Other	86
Individuals High Net Worth	31
Other Investment Advisers	3
Corporations	2

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 6 advisors

'21 · 6 advisors

'22 · 6 advisors

'23 · 5 advisors

'25 · 4 advisors

'26 · 4 advisors

'20'26

6 advisors → 4 advisors▼ -33%

sec adv history

Primary office

BOSTON MA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — businesses

Fee basis

% of AUM

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

frontieradvisor.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

RICHARD MICHAUD 2017 TRUST

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

RICHARD MICHAUD 2017 TRUST

MICHAUD, ROBERT, OMER

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

FRONTIERADVISOR.COM

Rdap Domain Creation Date

2014-04-14T10:18:01Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002012303

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-03-04

Edgar Last Filing Date

2026-05-04

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-04

Accession0002012303-26-000002

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4
Fidelity	2
Bny Mellon	1

adv brochure

Edgar Addresses

Mailing

165 VILLAGE STMEDWAY, MA 02053

Business

165 VILLAGE STMEDWAY, MA 02053

Edgar EIN

000000000

Edgar Recent Filings

13F-HR2026-05-04 · 0002012303-26-000002

13F-HR2026-01-22 · 0002012303-26-000001

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-04-14T10:18:01Z

Rdap Domain Last Changed

2025-04-15T12:54:15Z

Rdap Nameservers

Ns1.linode.comNs2.linode.comNs3.linode.comNs4.linode.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate