NEPC Review

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The following automated report was generated using SEC and FINRA data and was last updated on May 31st, 2020*. For data support, email "". Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

NEPC, registered in 1990, is a Registered Investment Advisor (RIA) in 17 state(s) with a licensed staff of 1 advisors. NEPC manages $29.5 billion and provides investment advisory services for 385 clients (1:385 advisor/client ratio).


Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 7
Minimum Investment No data
Average Client Balance $76,690,909
Total AUM $29.5 billion
Advisor / Client Ratio 1:385
Headquarters Boston, MA
SEC Filings View SEC IAPD CRD #110562
State(s) Registered CA, CT, FL, GA, IL, LA, MA, MI, MN, NV, NH, NJ, NY, NC, OH, OR, TX

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*SEC data last verified 05/31/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.