Adviser Investments

Adviser Investments (CRD# 156984) is a financial advisory firm headquartered in Newton, MA. They manage $6,541,316,035 in 10,767 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,541
    MILLION
  • Total Number of Accounts
    10,767
    ACCOUNTS
  • Average Account Value
    $607,534
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Adviser Investments
Showing 1 - 10 of 54 top financial advisors.
1
Kathryn Banis
CRD#: 5751352
85 Wells Avenue, Suite 109, Newton, MA 02459

Kathryn Banis (CRD# 5751352) is an Investment Advisor Representative working at Adviser Investments in Newton, MA and has over 7 years of experience in the finance industry.

2
Vanessa A. Carter-Witt
CRD#: 6407458
85 Wells Avenue, Suite 109, Newton, MA 02459

Vanessa Carter-Witt (CRD# 6407458) is an Investment Advisor Representative working at Adviser Investments in Newton, MA and has over 3 years of experience in the finance industry. Vanessa Carter-Witt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ryan F. Christensen
CRD#: 5888196
85 Wells Avenue, Suite 109, Newton, MA 02459

Ryan Christensen (CRD# 5888196) is an Investment Advisor Representative working at Adviser Investments in Newton, MA and has over 10 years of experience in the finance industry.

4
Jeffrey D. Demaso
CRD#: 7010091
Brooklyn, NY

Jeffrey Demaso (CRD# 7010091) is an Investment Advisor Representative working at Adviser Investments in Brooklyn, NY and has 1 year of experience in the finance industry.

5
Christopher S. Dooley
CRD#: 4942464
85 Wells Avenue, Suite 109, Newton, MA 02459

Christopher Dooley (CRD# 4942464) is an Investment Advisor Representative working at Adviser Investments in Newton, MA and has over 15 years of experience in the finance industry. Christopher Dooley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
David A. Fontaine
CRD#: 4236276
85 Wells Avenue, Suite 109, Newton, MA 02459

David Fontaine (CRD# 4236276) is an Investment Advisor Representative working at Adviser Investments in Newton, MA and has over 21 years of experience in the finance industry.

7
Christopher M. Hagan
CRD#: 4084243
85 Wells Avenue, Suite 109, Newton, MA 02459

Christopher Hagan (CRD# 4084243) is an Investment Advisor Representative working at Adviser Investments in Newton, MA and has over 18 years of experience in the finance industry.

8
Megan C. Higgins
CRD#: 6179801
85 Wells Avenue, Suite 109, Newton, MA 02459

Megan Higgins (CRD# 6179801) is an Investment Advisor Representative working at Adviser Investments in Newton, MA and has over 6 years of experience in the finance industry.

9
Suzanne M. Irwin
CRD#: 1695645
85 Wells Avenue, Suite 109, Newton, MA 02459

Suzanne Irwin (CRD# 1695645) is an Investment Advisor Representative working at Adviser Investments in Newton, MA and has over 25 years of experience in the finance industry.

10
Stephen E. Johnson
CRD#: 3242185
85 Wells Avenue, Suite 109, Newton, MA 02459

Stephen Johnson (CRD# 3242185) is an Investment Advisor Representative working at Adviser Investments in Newton, MA and has over 22 years of experience in the finance industry. Stephen Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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