Adviser Investments

Adviser Investments (CRD# 156984) is a financial advisory firm headquartered in Newton Center, MA. They manage $4,722,321,199 in 10,287 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,722
    MILLION
  • Total Number of Accounts
    10,287
    ACCOUNTS
  • Average Account Value
    $459,057
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
  • Selection of other advisers (including private fund managers)
  • 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, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Adviser Investments
Showing 1 - 10 of 38 top financial advisors.
1
Stephen E. Johnson
CRD#: 3242185
85 Wells Avenue, Suite 109, Newton Center, MA 02459
96
Wealthminder
score

Stephen Johnson (CRD# 3242185) is an Investment Advisor Representative working at Adviser Investments in Newton Center, MA and has over 18 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.

2
Bradley K. Sharp
CRD#: 2844268
85 Wells Avenue, Suite 109, Newton Center, MA 02459
96
Wealthminder
score

Bradley Sharp (CRD# 2844268) is an Investment Advisor Representative working at Adviser Investments in Newton Center, MA and has over 21 years of experience in the finance industry. Bradley Sharp 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
Frederick J. Winters
CRD#: 4267458
85 Wells Avenue, Suite 109, Newton Center, MA 02459
96
Wealthminder
score

Frederick Winters (CRD# 4267458) is an Investment Advisor Representative working at Adviser Investments in Newton Center, MA and has over 17 years of experience in the finance industry. Frederick Winters 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.

4
Ryan F. Christensen
CRD#: 5888196
85 Wells Avenue, Suite 109, Newton Center, MA 02459
93
Wealthminder
score

Ryan Christensen (CRD# 5888196) is an Investment Advisor Representative working at Adviser Investments in Newton Center, MA and has over 7 years of experience in the finance industry.

5
David A. Fontaine
CRD#: 4236276
85 Wells Avenue, Suite 109, Newton Center, MA 02459
93
Wealthminder
score

David Fontaine (CRD# 4236276) is an Investment Advisor Representative working at Adviser Investments in Newton Center, MA and has over 17 years of experience in the finance industry.

6
Lewis C. Frost
CRD#: 1067636
85 Wells Avenue, Suite 109, Newton Center, MA 02459
93
Wealthminder
score

Lewis Frost (CRD# 1067636) is an Investment Advisor Representative working at Adviser Investments in Newton Center, MA and has over 24 years of experience in the finance industry.

7
Andrew P. Griesinger
CRD#: 4418665
85 Wells Avenue, Suite 109, Newton Center, MA 02459
93
Wealthminder
score

Andrew Griesinger (CRD# 4418665) is an Investment Advisor Representative working at Adviser Investments in Newton Center, MA and has over 12 years of experience in the finance industry.

8
Christopher M. Hagan
CRD#: 4084243
85 Wells Avenue, Suite 109, Newton Center, MA 02459
93
Wealthminder
score

Christopher Hagan (CRD# 4084243) is an Investment Advisor Representative working at Adviser Investments in Newton Center, MA and has over 15 years of experience in the finance industry.

9
Suzanne M. Irwin
CRD#: 1695645
85 Wells Avenue, Suite 109, Newton Center, MA 02459
93
Wealthminder
score

Suzanne Irwin (CRD# 1695645) is an Investment Advisor Representative working at Adviser Investments in Newton Center, MA and has over 22 years of experience in the finance industry.

10
Joshua W. Jones
CRD#: 3122004
85 Wells Avenue, Suite 109, Newton Center, MA 02459
93
Wealthminder
score

Joshua Jones (CRD# 3122004) is an Investment Advisor Representative working at Adviser Investments in Newton Center, MA and has over 19 years of experience in the finance industry.

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