Adviser Investments

Adviser announced today that it has acquired LeJeune Puetz Investment Counsel, LLC (“LeJeune Puetz”). LeJeune Puetz, one of the oldest and largest investment advisory firms in Northern Michigan, manages $350 million in client assets and serves 75 households. Adviser, established in 1994, manages $8.3 billion in …

We announced today in a press release that we have agreed to acquire Ropes Wealth Advisors, a distinguished Boston-based firm that provides estate and financial planning services to families, trusts and institutions. Together, Adviser and Ropes Wealth will manage nearly $15 billion in client assets and …

We are pleased to announce the addition of Chris Thom to our executive leadership team as president and head of wealth services, responsible for leading our sales and services teams at Polaris Wealth Advisory Group as well as wealth services for the entire company. “Chris has a passion for equipping adviser teams …

We are delighted to announce that Liz Kesselman was awarded the #13 spot on Forbes magazine’s 2023 list of “Top Women Wealth Advisors” in the state of Massachusetts. Liz was one of 54 individuals named to the list and one of just a few independent advisers to receive the recognition. “Liz is …

  Adviser announced today that it has been recognized for a seventh consecutive year among the “Best Places to Work in Money Management” by Pensions & Investments (P&I) magazine. Adviser was one of 100 organizations named to the 2022 list, which features the best employers within the wealth management sector. “As …

Adviser has been picked for Forbes’ inaugural list of “America’s Top RIA Firms.” The Forbes list, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews and quantitative data. “SHOOK’s focus on quality skews its recommendations towards firms in …

Adviser announced today that it has been ranked on Barron’s 2022 list of “The Top 100 RIA Firms.” The rating is based on a combination of qualitative and quantitative factors that include assets under management, revenues, regulatory records and size and experience of each firm’s team. This is Adviser Investments’ tenth consecutive …

Adviser was a proud sponsor of the National Center for Race Amity (NCRA) art and music festival at Boston’s Faneuil Hall on July 30. In addition to our sponsorship, Adviser embarked on a firm-wide challenge to cut out 1,000 paper hands for a unity mural featured at the event. We also participated …

Adviser announced today that it has been recognized as one of the “Largest Independent Investment Advisers in Massachusetts” by Boston Business Journal. Adviser ranked #13 of the 25 firms named to the list. Boston Business Journal recognized the firm among Massachusetts’ top-25 independent investment advisers, as determined by Adviser’s …

Adviser announced today that it has been named among the “Nation’s Best and Brightest in Wellness” by the National Association for Business Resources for the fifth year in a row. This honor recognizes companies that encourage employee well-being and worksite health and wellness. The firm’s nomination noted the numerous …