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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

NEW FRONTIER ADVISORS, LLC

CRD 147181

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d616adfb-8563-9ed4-ba2d-d97c86f77c38

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 6
On other graphs: 0
Observed: Mar 30, 2012 to Mar 31, 2026
37 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.03 fund_share=0.97 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $4.0BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $110M
Private client RAUM: $109MderivedItem 5.D individuals plus high net worth individuals
Private client share: 3%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $1.3Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 282
Individual clients: 86
High net worth clients: 31
SEC number: 801-72506
CRD: 147181
Filings on the tape: 37
First filed: Mar 30, 2012
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, MA
Website: frontieradvisor.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RICHARD OMER MICHAUD	n/a	BOSTON, MA	9	27	3	no
ROBERT OMER MICHAUD	n/a	BOSTON, MA	9	25	2	no
JEFFREY BRIAN MEGAR	Chartered Financial Analyst	BOSTON, MA	1	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GABRIELSE, ABIGAIL, RUTH	CHIEF OPERATIONS OFFICER	Na	yes	05/2021	May 15, 2024	Nov 21, 2024
MICHAUD, RICHARD, OMER	MANAGER, PRESIDENT AND CHAIRMAN (AND SOLE TRUSTEE OF RICHARD MICHAUD 2017 TRUST)	Na	yes	01/2008	Mar 30, 2012	Nov 21, 2024
MICHAUD, ROBERT, OMER	MANAGER, CHIEF INVESTMENT OFFICER	C	yes	01/2008	Mar 30, 2012	Nov 21, 2024
RICHARD MICHAUD 2017 TRUST	Member	D	yes	08/2017	Aug 15, 2017	Nov 21, 2024
Esch, David, Nathaniel	MANAGING DIRECTOR - RESEARCH	Na	no	01/2011	Aug 15, 2017	Nov 21, 2024
MULLER, THERESA, ANN	CHIEF COMPLIANCE OFFICER	Na	no	11/2019	Nov 14, 2019	Nov 21, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$4.0B	$110M	16	4	0	n/a	n/a
2024	Mar 20, 2025	$3.9B	$93.0M	17	4	0	n/a	n/a
2023	Mar 27, 2024	$3.7B	$79.4M	20	5	0	n/a	n/a
2022	Mar 30, 2023	$3.6B	$85.9M	19	6	0	n/a	n/a
2021	Mar 31, 2022	$4.6B	$88.3M	18	5	0	n/a	n/a
2020	Mar 31, 2021	$3.6B	$53.0M	23	6	0	n/a	n/a
2019	Mar 30, 2020	$3.3B	$41.3M	22	6	0	n/a	n/a
2018	Jan 17, 2019	$3.0B	$0	16	6	0	n/a	n/a
2017	Mar 28, 2018	$3.0B	$0	15	5	0	n/a	n/a
2016	Mar 30, 2017	$2.2B	$0	15	5	n/a	n/a	n/a
2015	Mar 29, 2016	$2.0B	$1.8B	10	5	n/a	n/a	n/a
2014	Mar 31, 2015	$1.7B	$1.7B	8	4	n/a	n/a	n/a
2013	Mar 31, 2014	$1.3B	$1.3B	8	4	n/a	n/a	n/a
2012	Apr 3, 2013	$1.2B	$1.2B	7	3	n/a	n/a	n/a
2011	Mar 30, 2012	$995M	$995M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$4.0B	$3.9B	1.1%	$3.6B	3.8%	16	17	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NEW FRONTIER ADVISORS, LLC	3	Dec 31, 2015	Jan 9, 2009	BOSTON, MA	Firm absorbed	Other	100.0%

Relationships

Registered with (7)

← JEFFREY BRIAN MEGARAdvisorregistration: current employment
Jul 25, 2025 to presentfactForm ADV
← RICHARD OMER MICHAUDAdvisorregistration: previous registration
Jan 9, 2008 to Dec 31, 2015factForm ADV
← ROBERT OMER MICHAUDAdvisorregistration: previous registration
Jan 9, 2009 to Dec 31, 2015factForm ADV
← JOHN JOSEPH KEHOEAdvisorregistration: previous registration
Jul 26, 2023 to Nov 14, 2024factForm ADV
← DAVID MORGAN SCHUBACHAdvisorregistration: previous registration
Apr 12, 2017 to Nov 14, 2024factForm ADV
← JESSI RINGO ANDREWSAdvisorregistration: previous registration
Jul 26, 2019 to Apr 17, 2023factForm ADV
← MATTHEW VASSAR PIERCEAdvisorregistration: previous registration
Jan 6, 2009 to Dec 31, 2015factForm ADV

Affiliated with (1)

← NEW FRONTIER ADVISORS, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (4)

← MICHAUD, RICHARD, OMEROwnerMANAGER, PRESIDENT AND CHAIRMAN (AND SOLE TRUSTEE OF RICHARD MICHAUD 2017 TRUST), ownership code NA, individual
Mar 30, 2012 to Nov 21, 2024factForm ADV
← MICHAUD, ROBERT, OMEROwnerMANAGER, CHIEF INVESTMENT OFFICER, ownership code C, individual
Mar 30, 2012 to Nov 21, 2024factForm ADV
← GABRIELSE, ABIGAIL, RUTHOwnerCHIEF OPERATIONS OFFICER, ownership code NA, individual
May 15, 2024 to Nov 21, 2024factForm ADV
← RICHARD MICHAUD 2017 TRUSTOwnerMEMBER, ownership code D, domestic entity
Aug 15, 2017 to Nov 21, 2024factForm ADV

Owns (2)

← MULLER, THERESA, ANNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 14, 2019 to Nov 21, 2024factForm ADV
← Esch, David, NathanielOwnerMANAGING DIRECTOR - RESEARCH, ownership code NA, individual
Aug 15, 2017 to Nov 21, 2024factForm ADV

Moved with (1)

← NEW FRONTIER ADVISORS, LLCRegistered adviser3 advisors, firm absorbed, same day
Dec 31, 2015 to Jan 9, 2009factForm ADV

Dated events

Occurred
Nov 14, 2024
Advisor changed firm
David Morgan Schubach left New Frontier Advisors, Llc for Integrity Financial Advisors, Llc (registered 2025-04-15)
Form ADVobserved 3 days ago
Occurred
Nov 14, 2024
Advisor changed firm
John Joseph Kehoe left New Frontier Advisors, Llc for Ameritas Advisory Services, Llc (registered 2024-11-18)
Form ADVobserved 3 days ago
Occurred
May 15, 2024
Control person joined
Ruth Abigail Gabrielse (Chief Operations Officer) appeared on Schedule A of New Frontier Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Apr 17, 2023
Advisor changed firm
Jessi Ringo Andrews left New Frontier Advisors, Llc for Interwealth Management, Llc (registered 2023-06-12)
Form ADVobserved 3 days ago
Occurred
Nov 14, 2019
Control person left
Alisa Kuno (Cfo And Chief Compliance Officer) no longer on Schedule A of New Frontier Advisors, Llc (listed 2019-10-17, absent 2019-11-14)
Form ADVobserved 3 days ago
Occurred
Jan 5, 2017
Succession filed (Item 4)
New Frontier Management Company, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d616adfb-8563-9ed4-ba2d-d97c86f77c38
First observed: Mar 30, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NEW FRONTIER ADVISORS, LLC

CRD 147181

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d616adfb-8563-9ed4-ba2d-d97c86f77c38

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:48 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RICHARD OMER MICHAUD

n/a

BOSTON, MA

ROBERT OMER MICHAUD

n/a

BOSTON, MA

JEFFREY BRIAN MEGAR

Chartered Financial Analyst

BOSTON, MA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GABRIELSE, ABIGAIL, RUTH

CHIEF OPERATIONS OFFICER

yes

05/2021

May 15, 2024

Nov 21, 2024

MICHAUD, RICHARD, OMER

MANAGER, PRESIDENT AND CHAIRMAN (AND SOLE TRUSTEE OF RICHARD MICHAUD 2017 TRUST)

yes

01/2008

Mar 30, 2012

Nov 21, 2024

MICHAUD, ROBERT, OMER

MANAGER, CHIEF INVESTMENT OFFICER

yes

01/2008

Mar 30, 2012

Nov 21, 2024

RICHARD MICHAUD 2017 TRUST

Member

yes

08/2017

Aug 15, 2017

Nov 21, 2024

Esch, David, Nathaniel

MANAGING DIRECTOR - RESEARCH

01/2011

Aug 15, 2017

Nov 21, 2024

MULLER, THERESA, ANN

CHIEF COMPLIANCE OFFICER

11/2019

Nov 14, 2019

Nov 21, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$4.0B

$110M

n/a

2024

Mar 20, 2025

$3.9B

$93.0M

n/a

2023

Mar 27, 2024

$3.7B

$79.4M

n/a

2022

Mar 30, 2023

$3.6B

$85.9M

n/a

2021

Mar 31, 2022

$4.6B

$88.3M

n/a

2020

Mar 31, 2021

$3.6B

$53.0M

n/a

2019

Mar 30, 2020

$3.3B

$41.3M

n/a

2018

Jan 17, 2019

$3.0B

n/a

2017

Mar 28, 2018

$3.0B

n/a

2016

Mar 30, 2017

$2.2B

n/a

2015

Mar 29, 2016

$2.0B

$1.8B

n/a

2014

Mar 31, 2015

$1.7B

n/a

2013

Mar 31, 2014

$1.3B

n/a

2012

Apr 3, 2013

$1.2B

n/a

2011

Mar 30, 2012

$995M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$4.0B

$3.9B

1.1%

$3.6B

3.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NEW FRONTIER ADVISORS, LLC

Dec 31, 2015

Jan 9, 2009

BOSTON, MA

Firm absorbed

Other

100.0%