Adviser Investments LLC

Adviser Investments LLC

Adviser Investments LLC

Overview
Date Founded

1994

Headquarters

85 Wells Avenue Suite 109 Newton MA United States 02459

Type of Company

Private

Employees (Worldwide)

83

Industries

Holding Companies
Investment Services & Portfolio Management

Company Description

Adviser Investments builds diversified portfolios of actively managed mutual funds, individual stocks and bonds, exchange-traded funds and quantitative strategies that match their clients’ risk comfort level and long-term investment goals. The firm uses bottom-up stock selection approach.

Executives & Employees

Founder

Co-Founder

Co-Founder

Chief Investment Officer

Chief Investment Officer

Controller, Director of Finance & Human Resources

Director of Research

Managing Director

Senior Vice President, Fixed Income Manager

Account Executive

Board of Directors

Co-Founder at Adviser Investments LLC

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Recent Transactions
Details Hidden

Summit Partners LP purchases Adviser Investments LLC

Details Hidden

Adviser Investments LLC, Adviser Investment Management, Inc. purchase Adviser Investments from Braver Wealth Management, Inc.

Details Hidden

Adviser Investments LLC purchases Adviser Investments Acquisition Co. LLC from E*TRADE Financial Corporation

Investors
Details Hidden

Summit Partners is an active manager which invests in companies located around the world. The firm participates in early, growth, recapitalizations, buyouts and all stages of capital requirements with an investment size of USD10 million to more than 500 million. It acquires majority (or) minority stake. It targets companies in sectors such as technology, healthcare & life sciences and growth products & services.

Awards & Honors
Rank #60
2015
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
Rank #62
2013
Financial Advisor Magazine - Top RIA Survey
Rank #31
2012
Financial Planning Magazine - Top RIAs
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