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How does the advisor help clients – Key Takeaways:

In today’s complex financial landscape, having a financial expert on your side can make all the difference in achieving your financial goals. Adviser Investments is a leading financial advisory firm that prides itself on providing top-notch services to its clients. With a team of experienced advisors and a wide range of services, they are dedicated to helping clients make informed financial decisions. Here are the key takeaways on how Adviser Investments can help you:

Facts and Insights

Founded in 1994, Adviser Investments has been in the business for over 25 years, building a strong reputation for their expertise and exceptional services. The firm currently manages over $6 billion in assets and has a team of 75 advisors who are dedicated to providing personalized investment advice to each and every client.

Assets Under Management, Number of Advisors and Time in Business:

Year of Establishment Assets Under Management (in billions) Number of Advisors
1994 $6 75

Financial Services Offered

Adviser Investments offers a wide range of financial services to meet the diverse needs of their clients. These include:

  • Investment management
  • Retirement planning
  • Estate planning
  • Tax planning
  • Education planning

Client Types

Adviser Investments caters to a wide range of clients, including individuals, families, and institutions. Their services are tailored to meet the unique needs and goals of each client, ensuring that they receive personalized and customized investment advice.

Fees & Compensation

Adviser Investments follows a fee-only compensation structure, meaning they do not receive commissions or sell products for additional compensation. This ensures that their advisors have their clients’ best interests in mind and are not influenced by outside factors. Their fees are based on a percentage of assets under management, and they also offer a flat fee option for certain services.


The team at Adviser Investments is comprised of highly qualified and experienced advisors, with the majority holding the Certified Financial Planner (CFP) designation. They bring a wealth of knowledge and insights to the table, utilizing a thorough and disciplined approach to managing their clients’ assets.

Financial Advisor Disclosures to Know

When choosing a financial advisor, it’s essential to be aware of any potential disclosures they may have. Adviser Investments is proud to have a clean record with the SEC, meaning they have not faced any disciplinary actions or regulatory sanctions.

Company Information

Main Office

Mail Office

Other Information

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