Sentinel Pension Advisors, Llc
SEC-registered
Institutional / Pension Advisor · Large ($10B–$100B)
CRD 109901
· SEC file 801-55783
· Wakefield, MA
· www.instagram.com
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ADV data as of May 15, 2026
- Regulatory AUM
- $11.9B
- Discretionary
- $3.0B
- Clients
- 2,056
- Avg AUM / client
- $5.8M
- Accounts
- 3,033
- Employees
- 53
AUM over time
$1.6B
$11.9B
Dec 2011
May 2026
Annual snapshots from Form ADV filings · as of May 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,150 | $329M | 2.76% |
| High net worth individuals | 273 | $801M | 6.71% |
| Pension and profit sharing plans | 633 | $10.8B | 90.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (53)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Michael Dimase | Director | Apr 1998 (28y) | Less than 5% | |
| James Michael Carnevale | President / Director | CFP | Jul 2002 (24y) | Less than 5% |
| Nestor, James, Michael | Chief Compliance Officer | Jan 2011 (16y) | Less than 5% | |
| Ryan Eric Campagna | Registered representative | Jan 2004 (23y) | ||
| Matthew Howard Mcphail | Registered representative | CFA | Apr 2006 (20y) | |
| James Patrick English | Registered representative | Jul 2011 (15y) | ||
| Alan R Pfeffer | Registered representative | Jul 2011 (15y) | ||
| Ross Edward James | Registered representative | CFP | Jan 2012 (15y) | |
| Daniel Bernardo | Registered representative | CFP | Jan 2012 (15y) | |
| Eileen Faye Greenspan | Registered representative | Apr 2012 (14y) | ||
| Brett J Schneider | Registered representative | Jun 2012 (14y) | ||
| Ryan Mark Ransford | Registered representative | CFP | May 2013 (13y) | |
| Janelle Ruth Anderson | Registered representative | Jul 2013 (13y) | ||
| Ara Diloyan | Registered representative | CFP | Sep 2014 (12y) | |
| David Alexander Batchelder | Registered representative | CFP CFA | Jun 2015 (11y) | |
| Michael Joseph Dibacco | Registered representative | CFP | Jun 2015 (11y) | |
| Henry Bankson Riter | Registered representative | CFA | Jul 2015 (11y) | |
| Julie Doran Stewart | Registered representative | Nov 2016 (10y) | ||
| Amber Starr Martignetti | Registered representative | Jul 2017 (9y) | ||
| Brian Anthony Lopez | Registered representative | Jul 2017 (9y) | ||
| Douglas K Dustin Jr | Registered representative | May 2018 (8y) | ||
| Nicholas Ockenga | Registered representative | CFP | Sep 2018 (8y) | |
| Kevin H Leung | Registered representative | Jan 2020 (7y) | ||
| Lawrence Brian Raymond | Registered representative | CFP Chartered Financial Consultant | Jan 2020 (7y) | |
| Matthew Lee Perkins | Registered representative | Jan 2020 (7y) | ||
| Timothy Paul Payne | Registered representative | CFP | Jan 2020 (7y) | |
| William Preston Cooper | Registered representative | Jan 2020 (7y) | ||
| Lisa Ann Barstow | Registered representative | Mar 2020 (6y) | ||
| John Terry Grace | Registered representative | Sep 2021 (5y) | ||
| Angelina Francesca Walker | Registered representative | Jan 2022 (5y) | ||
| Anthony Francesco Mancini | Registered representative | Jan 2022 (5y) | ||
| Ryan Matthew Petti | Registered representative | CFP | Feb 2022 (5y) | |
| Gennaro M Cicalese | Registered representative | Apr 2022 (4y) | ||
| Kimberly Mary Pepoli | Registered representative | Mar 2023 (3y) | ||
| Matthew Edward Cleary | Registered representative | CFP | Nov 2023 (3y) | |
| Sean Benjamin Fox | Registered representative | Jan 2024 (3y) | ||
| Nikhil Aidan Stiff | Registered representative | Mar 2024 (2y) | ||
| James William O'brien | Registered representative | Mar 2024 (2y) | ||
| James Jason La Fleur | Registered representative | Jun 2024 (2y) | ||
| Jesse Malik | Registered representative | CFP | Jul 2024 (2y) | |
| Daniel O'brien | Registered representative | Sep 2024 (2y) | ||
| Jonathan Henry Clark | Registered representative | Sep 2024 (2y) | ||
| Griffin Milton May | Registered representative | Oct 2024 (2y) | ||
| Michael Philip Svolos | Registered representative | Oct 2024 (2y) | ||
| Sarah E Stevens | Registered representative | Nov 2024 (2y) | ||
| William Valk | Registered representative | CFP | Apr 2025 (1y) | |
| Garrett Murphy | Registered representative | Jun 2025 (1y) | ||
| Lukas Benjamin Eldridge | Registered representative | Jul 2025 (1y) | ||
| Erlind Shehu | Registered representative | Aug 2025 (1y) | ||
| Patrick Lambe | Registered representative | Sep 2025 (1y) | ||
| Joyce E. Clouthier | Registered representative | Jan 2026 (1y) | ||
| Brian Gerard Murphy | Registered representative | Jan 2026 (1y) | ||
| Jero Mouradian | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sentinel Holdco, Llc | Shareholder | Jan 2020 | A | 75% or more |
| Focus Financial Partners, Llc | Member | Jan 2007 | B | ≈ 42.19% – 100% via Focus Operating, Llc |
| Focus Financial Partners Inc. | Member | Jul 2018 | B | ≈ 42.19% – 100% via Focus Operating, Llc |
| Ferdinand Ffp Acquisition, Llc | Shareholder, Class A Common Stock | Aug 2023 | B | ≈ 31.64% – 100% via Focus Financial Partners, Llc |
| Ferdinand Ffp Ultimate Holdings, Lp | Shareholder, Class B Common Stock | Aug 2023 | B | ≈ 31.64% – 100% via Focus Financial Partners Inc. |
| Ferdinand Ffp Intermediate Holdings, Llc | Member | Aug 2023 | B | ≈ 23.73% – 100% via Ferdinand Ffp Acquisition, Llc |
| Ferdinand Ffp Parent, Inc. | Member | Aug 2023 | B | ≈ 17.8% – 100% via Ferdinand Ffp Intermediate Holdings, Llc |
| Focus Operating, Llc | Member (Manager) | Sep 2019 | B | ≈ 56.25% – 100% via Sentinel Holdco, Llc |
| Clayton, Dubilier & Rice Fund Xii, L.P. | Partner | Aug 2023 | B | ≈ 7.91% – 56.25% via Cd&R Ferdinand Holdings, L.P. |
| Cd&R Ferdinand Holdings, L.P. | Partner | Aug 2023 | B | ≈ 15.82% – 75% via Ferdinand Ffp Ultimate Holdings, Lp |
| Cd&R Ferdinand Co Investor, L.P. | Partner | Aug 2023 | B | ≈ 3.96% – 37.5% via Cd&R Ferdinand Holdings, L.P. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Focus Financial Partners, Llc: 75% – 100% of Focus Operating, Llc × 75% – 100% of Sentinel Holdco, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Focus Financial Partners Inc.: 75% – 100% of Focus Operating, Llc × 75% – 100% of Sentinel Holdco, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Ferdinand Ffp Acquisition, Llc: 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% of Sentinel Holdco, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Ferdinand Ffp Ultimate Holdings, Lp: 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Operating, Llc × 75% – 100% of Sentinel Holdco, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Ferdinand Ffp Intermediate Holdings, Llc: 75% – 100% of Ferdinand Ffp Acquisition, Llc × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% of Sentinel Holdco, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Ferdinand Ffp Parent, Inc.: 75% – 100% of Ferdinand Ffp Intermediate Holdings, Llc × 75% – 100% of Ferdinand Ffp Acquisition, Llc × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% of Sentinel Holdco, Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Focus Operating, Llc: 75% – 100% of Sentinel Holdco, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Clayton, Dubilier & Rice Fund Xii, L.P.: 50% – 75% of Cd&R Ferdinand Holdings, L.P. × 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Operating, Llc × 75% – 100% of Sentinel Holdco, Llc × 75% – 100% direct ≈ 7.91% – 56.25% of the firm
- Cd&R Ferdinand Holdings, L.P.: 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Operating, Llc × 75% – 100% of Sentinel Holdco, Llc × 75% – 100% direct ≈ 15.82% – 75% of the firm
- Cd&R Ferdinand Co Investor, L.P.: 25% – 50% of Cd&R Ferdinand Holdings, L.P. × 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Operating, Llc × 75% – 100% of Sentinel Holdco, Llc × 75% – 100% direct ≈ 3.96% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (97)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| John Moriarty & Associates, Inc. 401 K Retirement Plan | John Moriarty & Associates, Inc. | 344 | $112M | 11/01/2024 |
| S/A/R Academy 401(k) Plan | Salanter Akiba Riverdale Academy | 380 | $66.1M | 09/01/2024 |
| The Monadnock Construction, Inc. 401(k) Plan | Monadnock Construction, Inc. | 244 | $48.5M | 08/01/2024 |
| Air Way Global Manufacturing Retirement And Savings 401(k) Plan And Trust | Air Way Manufacturing Company | 255 | $17.3M | 07/01/2024 |
| Smith Seed Services 401(k) Retirement Plan | Smith Seed Services, Llc | 139 | $15.8M | 07/01/2024 |
| Element Care, Inc. 403(b) Plan | Element Care, Inc. | 339 | $24.7M | 07/01/2024 |
| Variety Child Learning Center 401(a) Profit Sharing Plan | Variety Child Learning Center | 222 | $10.5M | 07/01/2024 |
| Jackson Child Development Corporation Profit Sharing Plan And Trust | Jackson Child Development Corporation | 75 | $10.2M | 07/01/2024 |
| Thai Summit America Corporation Profit Sharing & 401(k) Plan | Thai Summit America Corporation | 879 | $56.0M | 04/01/2024 |
| Kleinschmidt Associates Employees Profit Sharing Plan And Trust | Kleinschmidt Associates, Inc. | 211 | $63.6M | 01/01/2024 |
| Air Tiger Express (Usa), Inc. 401(k) Savings Plan | Air Tiger Express Usa, Inc. | 107 | $25.5M | 01/01/2024 |
| Ama Transportation Co., Inc. 401(k) Profit Sharing Plan | Ama Transportation Co., Inc. | 0 | $0 | 01/01/2024 |
| 401(k) Savings And Retirement Plan For Emo Trans Employees | Emo Trans, Inc. | 385 | $41.2M | 01/01/2024 |
| Harbor Health Services, Inc. 403(b) Plan | Harbor Health Services, Inc. | 607 | $45.2M | 01/01/2024 |
| Mm Hotel Management, Llc Dba Garden City Hotel 401(k) Plan | Mm Hotel Management, Llc Dba Garden City Hotel | 293 | $8.2M | 01/01/2024 |
| Henry Viscardi School Defined Contribution Plan | Henry Viscardi School | 167 | $54.3M | 01/01/2024 |
| Triple, Inc. 401(k) Savings Plan | Triple, Inc. | 125 | $9.1M | 01/01/2024 |
| The Viscardi Center, Inc. Defined Contribution Plan | The Viscardi Center, Inc. | 272 | $33.2M | 01/01/2024 |
| Michigan Humane Society 403(b) Plan | Michigan Humane Society | 203 | $8.8M | 01/01/2024 |
| Gurwin Tax Deferred Annuity Plan | Gurwin Jewish Nursing & Rehabilitation Center | 832 | $100M | 01/01/2024 |
| Allied Beverage Group Local 2 D Union Retirement Plan | Allied Beverage Group, L.L.C. | 284 | $90.8M | 01/01/2024 |
| Ips Employee Retirement Savings Plan | Interstate Personnel Services,Inc. | 1,021 | $14.9M | 01/01/2024 |
| The Heritage Foundation 403(b) Plan | The Heritage Foundation | 298 | $36.3M | 01/01/2024 |
| Kenney Manufacturing Company 401(k) Plan | Kenney Manufacturing Company | 221 | $30.6M | 01/01/2024 |
| Vintage Wine Company 401(k) & Profit Sharing Plan & Trust | Vintage Wine Company | 122 | $8.1M | 01/01/2024 |
Top 25 of 97 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Fidelity Institutional Wealth Services $3.4B (45% of AUM) Feb 2021
- Charles Schwab & Co. $1.6B (21% of AUM) Feb 2021
- Tiaa Cref Individual & Institutional Services, Llc $831M (11% of AUM) Feb 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗