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Overview Share
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Newton, Massachusetts
$5.8 billion AUM
2 offices

Adviser Investments is based in Newton, Massachusetts and has $5.8 billion in assets under management.

Location
85 Wells Avenue
Suite 109
Newton, MA 02459
$5.8 billion
AUM
91
Employees
AUM Share
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$5,836,032,941
Assets under management
10,680 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 2,088 $917,118,914 16% $439,233
High net worth individuals 1,638 $4,746,397,653 81% $2,897,679
Pension and profit sharing plans 41 $97,264,478 2% $2,372,304
Charitable organizations 24 $57,260,981 1% $2,385,874
State or municipal government entities 2 $2,172,564 0% $1,086,282
Other corporations or businesses 20 $15,818,351 0% $790,918
Employees Share
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91
Employees
42
Investment analysts
46% of total employees
AUM per employee Share
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$5,836,032,941
Assets under management
$64,132,230
AUM per employee
$138,953,165
AUM per investment analyst
About Share
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Compensation

Adviser Investments makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Model provider fee
Services offered

Adviser Investments provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Estate planning
  • tax return preparation & filing
  • model provider
Business activities
  • Signal and model portfolio provider
Firm data Share
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CRD number 156,984
SEC number 801-73098
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date March 30, 2020

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