SourcingSourcing

RETIREMENT RESOURCES INVESTMENT CORPORATION

C42
CRD 47723·SEC 801-64658·ANDOVER, MA
AUM
$2.44B
$1B+
Est. Revenue
$24.4M
@ 1% on AUM
Est. EBITDA
$7.3M
@ 30% margin
Est. Deal Value
$58.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RETIREMENT RESOURCES INVESTMENT CORPORATION
CRD
47723
SEC file #
801-64658
EIN
—
DBA names
—

Economics

AUM
$2.44B
AUM band
$1B+
AUM trajectory
'20'26
$845.1M → $2.44B▲ +189%
Client mix
Individuals Other73
Individuals High Net Worth48
Pension Profit Sharing Plans31

Operations

Employees (total)
7
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
ANDOVER MA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
04/28/2026
ADV-W filed at
—
Website
retirewithmore.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCGINN, PATRICK, P
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MCGINN, PATRICK, P
PHILLIPS, JAMES, FRANKLIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RETIREWITHMORE.COM
Rdap Domain Creation Date
1999-05-28T01:49:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
51,882
Form 5500 Compensation Trajectory 3y
202551,882
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
51,882
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5142
Soi Zip Pct 200k Plus
0.3094
Soi Zip Returns 200k Plus
5,350
Soi Zip Total AGI
3,852,754
Census Median Hh Income
162,694
Census High Income Households
5,493
Census Median Age
43.7
Census Pop 65 66 Total
885
Census Total Households
13,361
Census NAICS 523930 Count
8
Fdic Zip Total Deposits
43,427,924,000
Fdic Zip Branch Count
401
Fdic Zip Top Banks
TD Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (29)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Census Bachelors Plus Count
8,643
Census Median Home Value
756,600
Census NAICS 523930 Employees
0
Census Unemployed Count
898
Census Zip
01810
Custodian Candidates
Full
Fidelity4
E*trade4
Fdic Zip Branches Raw
Shawmut Bank, National AssociationAndover, MA
Shawmut Bank, National AssociationAndover, MA
Fdic Zip HHI
929.6
Fdic Zip Top Bank Share Pct
18.63
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-05-28T01:49:36Z
Rdap Domain Last Changed
2025-05-28T07:33:05Z
Rdap Nameservers
Ns10.dnsmadeeasy.comNs11.dnsmadeeasy.comNs12.dnsmadeeasy.comNs13.dnsmadeeasy.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI33,882
Returns3,470
Stub 2
AGI66,790
Returns1,780
Stub 3
AGI107,452
Returns1,730
Soi Zip Total Business Income
144,917
Soi Zip Total Cap Gains
382,668
Soi Zip Total Dividends
136,925
Soi Zip Total Returns
17,290
Top Owner CRD
2547975
Trust Company Affiliate
No

People (2)

2
MCGINN, PATRICK, P
IAR · Direct Owner · 87.5%
2547975
PHILLIPS, JAMES, FRANKLIN
IAR · Executive Officer · 2.5%
858532