Company News Archive - Adviser Investments

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Adviser Investments

Adviser Investments Celebrates 25 Years and Counting!

It began with a vision of creating a client-focused, commonsense wealth management company and a single client with $140,000 to invest. Twenty-five years later, Adviser Investments serves over 3,500 clients nationwide who’ve entrusted the firm with more than $5 billion. The original mission continues even as the company has become …

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Adviser Investments Named a ‘Top 100 Wealth Manager’ by RIA Channel

Adviser Investments announced today that it has been recognized as one of the 2020 “Top 100 Wealth Managers” by RIA Channel. Adviser Investments ranked #18 of the firms selected for the list. “We recognize these firms as leaders in their field and congratulate them on their success,” the publication said on its website. Adviser Investments hasn’t missed a beat amid the pandemic stay-at-home guidelines and the firm has appeared in the media for its commitment to turning down a Paycheck Protection Program (PPP) loan from the federal government. In May, Chairman and Co-founder Dan Wiener’s CityWire op-ed on why investment advisers shouldn’t accept PPP loans made him a sought-after voice in …

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Adviser Investments Named Among Massachusetts’ ‘Largest Independent Investment Advisers’ by Boston Business Journal

Adviser Investments announced today that it has been recognized as one of the “Largest Independent Investment Advisers in Massachusetts” by Boston Business Journal. Adviser Investments ranked #13 of the 25 firms named to the list. “We’re especially grateful to be acknowledged this year given the obstacles many other businesses have …

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Adviser Investments’ Liz Kesselman Named One of Forbes’ ‘Top Women Wealth Advisors’

Adviser Investments is excited to announce that Vice President Liz Kesselman has been named as one of Forbes magazine’s “Top Women Wealth Advisors,” a recognition celebrating leaders in our field. Liz debuted at #277 on the 1,000-woman ranking, and was one of the few independent advisers …

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Adviser Investments Named Among ‘Best Places to Work for Financial Advisers’ by InvestmentNews

Adviser Investments announced today that, for the third year in a row, it has been recognized one of the “Best Places to Work for Financial Advisers” by InvestmentNews in 2020. Seventy-five organizations within the wealth management sector were named to this year’s list. Adviser Investments ranks 16th among firms …

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Letter From the CEO: Our Response to the Coronavirus Outbreak

I hope you’re safe and well. I’m not writing about investment markets or the economy. Others from the firm will keep you well informed about those. (To that end, Chairman Dan Wiener and Chief Investment Officer Jim Lowell recorded a special podcast Wednesday to give their perspectives;

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Adviser Investments Earns ‘Best Wellness Employer’ Bronze Certification

Adviser Investments announced today that it has received the Best Wellness Employer Bronze Certification from Wellness Workdays. The firm was one of eight Bronze Certification recipients. The Best Wellness Employer certification, awarded in collaboration with experts from Harvard Medical School and Wellness Workdays, recognizes the outstanding achievements of businesses which …

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Adviser Investments Named #5 Among Barron’s ‘Top Wealth Advisers in Massachusetts’

Adviser Investments is pleased to announce that, for the seventh year in a row, it has been recognized among 2020’s “Top 1,200 Financial Advisors” by Barron’s magazine—up from #6 in 2019 and #8 in 2018. Although nationwide rankings of independent financial advisers for 2020 are not yet available, Adviser Investments …

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Adviser Investments Named Among RIA Channel’s ‘Top 100 ETF Power Users’

Adviser Investments announced today that it has been named among the “Top 100 ETF Power Users” by RIA Channel and Forbes. While Adviser Investments is known primarily for its 25 years of experience identifying select actively mutual fund managers for its clients’ portfolios, the firm also has a long history …

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Adviser Investments Named Among “The Nation’s Best and Brightest for Wellness” for 2019

Adviser Investments 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 second year in a row. This honor recognizes companies that encourage employee well-being, worksite health and wellness. The firm’s nomination …

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Stock Buybacks: Public Enemy Number One?

Common Misconceptions About Buybacks and How They Impact Your Portfolio

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Video: Adviser Investments Toasts 25 Years of Putting Clients First

At our recent holiday party, we celebrated Adviser Investments’ 25th anniversary with a video featuring our team members speaking about what it means to work here, the growth of our firm and our dedication to helping each of our clients find financial peace of mind. We hope you enjoy it! …

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85 Wells Avenue, Suite 109
Newton, MA, 02459

info@adviserinvestments.com
1.800.492.6868

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