Adviser Investments is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994, and have more than 4,000 clients across the country and over $7 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, with particular expertise in Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. Our minimum account size is $350,000. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.
At Adviser Investments, we're Fortune Builders, Not Fortune Tellers®. You won't find us jumping on the latest investment bandwagon. We believe patience and time in the market—not market timing—are key to investment success.
Location: United States, Massachusetts, Newton
Employees: 51-200
Phone: +1 617-321-2200
Founded date: 1994
Investors 1
| Date | Name | Website |
| 12.04.2022 | Summit Par... | summitpart... |
Mentions in press and media 4
| Date | Title | Description | Source |
| 17.05.2023 | Adviser Investments, Ropes Wealth Merge to Form $15 Billion ... | Adviser Investments, a large registered investment advisor based just outside Boston, is merging wit... | barrons.co... |
| 16.05.2023 | Adviser Investments and Ropes Wealth Advisors Join Forces, C... | Partnership expands advisory capabilities for both firms, reinforces shared strengths in serving hig... | summitpart... |
| 12.04.2022 | Adviser Investments and Polaris Wealth Advisory Join Forces | Newton, Massachusetts, and San Rafael, California, - Adviser Investments, LLC (“Adviser Investments”... | summitpart... |
| 10.09.2019 | Cambridge Financial Adviser Jonathon Clarke raises £3,750 fo... | Jonathon Clarke, Independent Financial Adviser at Martin-Redman Partners; raised a great sum for Eas... | cambridgen... |