Adviser Investments

Adviser Investments (CRD# 156984) is a financial advisory firm headquartered in Newton Center, MA. They manage $2,094,900,000 in 5,505 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,095
    MILLION
  • Total Number of Accounts
    5,505
    ACCOUNTS
  • Average Account Value
    $380,545
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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 28 top financial advisors.
1
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.

2
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 6 years of experience in the finance industry.

3
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 23 years of experience in the finance industry.

4
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 14 years of experience in the finance industry.

5
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 21 years of experience in the finance industry.

6
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 18 years of experience in the finance industry.

7
Christopher J. Keith
CRD#: 1471810
85 Wells Avenue, Suite 109, Newton Center, MA 02459
93
Wealthminder
score

Christopher Keith (CRD# 1471810) is an Investment Advisor Representative working at Adviser Investments in Newton Center, MA and has over 25 years of experience in the finance industry.

8
Elizabeth S. Kesselman
CRD#: 2939010
85 Wells Avenue, Suite 109, Newton Center, MA 02459
93
Wealthminder
score

Elizabeth Kesselman (CRD# 2939010) is an Investment Advisor Representative working at Adviser Investments in Newton Center, MA and has over 20 years of experience in the finance industry.

9
Alexander S. Lapointe
CRD#: 5133801
85 Wells Avenue, Suite 109, Newton Center, MA 02459
93
Wealthminder
score

Alexander Lapointe (CRD# 5133801) is an Investment Advisor Representative working at Adviser Investments in Newton Center, MA and has over 11 years of experience in the finance industry.

10
James H. Lowell
CRD#: 2771544
85 Wells Avenue, Suite 109, Newton Center, MA 02459
93
Wealthminder
score

James Lowell (CRD# 2771544) is an Investment Advisor Representative working at Adviser Investments in Newton Center, MA and has over 20 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.