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- Custodian
- Fidelity/NFS · LPL Financial · SEI · Tiaa
- Clients
- Retail
- Platforms
- Atlas catalystSummit vital +more
- Established Date
- 07-22-2004
- Office Locations
- 43
Office Locations
About Northeast Planning Associates, Inc.
Northeast Planning Associates (NPA) is an independent RIA and financial planning firm with 75+ advisors across 45+ offices in New England. The team serves individuals, families, and businesses with holistic planning, investment advice, insurance strategies, and brokerage services, and collaborates with CPAs, attorneys, and financial institutions to support integrated client outcomes. NPA does not offer proprietary investment products.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BENJAMIN J HIERS
Advisor, Chief Operating Officer, President
- CRD
- #5432473
- Ownership
- 75% or more
EDWARD CHARLES HIERS
Advisor, Chief Executive Officer, FOUNDER
- CRD
- #245236
- Ownership
- 25% but less than 50%
Foundation oak
Eagle focus
- CRD
- #27726
- Ownership
- 13.7%
Showing 2 of 3 owners & executives
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PAUL M ACCARDI
--
- CRD
- #4429381
WALTER HERBERT AMMON
Advisor
- CRD
- #4575008
Unison timber
Value capital beacon
- CRD
- #57590
Showing 2 of 73 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $413,996,638 | $274,352 |
| Non-Discretionary | $0 | -- |
| Total | $413,996,638 | $274,352 |
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Separately Managed Accounts
Total SMA Asset: $413,996,638
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $827,235,758 | 11.4% |
| Equity - Exchange | $2,293,039,470 | 31.6% |
| Cash | $1,581,906,976 | 21.8% |
| Derivatives | $2,554,271,816 | 35.2% |
| Total | $7,256,454,020 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY PATHWAY | MERIDIAN INSIGHT | FLVSLZE0Y | ZUK | 7.97% | $55,061,455 |
| FRONTIER HARBOR GLACIER | CREST QUANTUM | ZOKYJAVUV | KBQX | 7.13% | $76,960,940 |
| FUSION CATALYST PEAK | PRIME FOCUS | BNHUR9J4A | ALAXD | 11.82% | $80,741,070 |
| INSIGHT EMBER EMBER | ELEMENT FRONTIER | OJHIKCJKW | HPVC | 7.32% | $82,417,882 |
| ELEMENT DELTA | PEAK SUMMIT | QX6CNV3JB | NFHD | 10.16% | $22,645,682 |
| EMBER VALUE | INSIGHT PIONEER | AV581H5PT | DBYBL | 3.25% | $109,504,011 |
| CAPITAL ELEMENT | GLACIER HARBOR | P8JCX29SP | XASU | 7.81% | $67,602,419 |
| MOMENTUM CAPITAL | CATALYST QUANTUM | BL53F92L0 | IJXFY | 7.44% | $108,837,932 |