Adviser Investments

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 …

We are thrilled to announce that Adviser is among the finalists for ThinkAdvisor’s LUMINARIES awards in the “Thought Leadership & Education” category for 2022. Our firm was chosen from a field of hundreds of registered investment advisers, brokerage firms and wealth managers and named to ThinkAdvisor’s list of 40 finalists. The …

Adviser Investments announced today that it has appointed Mario Ramos as Chief Executive Officer. Ramos joins Adviser Investments on the heels of its partnership with Polaris Wealth Advisory Group (“Polaris”). Together, Adviser Investments and Polaris currently manage $9 billion in client assets and offer comprehensive financial planning services …

On May 18, 2022, Adviser Investments announced that it has received a 2022 Boston’s Best and Brightest Companies to Work For® award. The firm has made the list every year since it was first published seven years ago. The Boston’s Best and Brightest Companies to Work For® competition identifies and lauds Boston …

Adviser is pleased to announce its inclusion on the Boston Business Journal’s “Largest Private Companies in Massachusetts” list for 2022, which recognizes the state’s top privately held companies by total 2021 revenue. “At Adviser Investments, we believe institutional-quality wealth management services should be available to a broad range of consumers, not …

Adviser Investments, LLC (“Adviser Investments” or “Adviser”) and Polaris Wealth Advisory Group (“Polaris”), today announced they are combining their businesses to create a national financial planning advisory firm offering comprehensive services through a transparent, fiduciary-only model. Together, Adviser and Polaris currently manage nearly $10 billion in client assets. More than 135 planning …

Adviser Investments announced today that, for the fifth year in a row, it has been recognized one of the “Best Places to Work for Financial Advisers” by InvestmentNews in 2022. Seventy-five organizations within the wealth management sector were named to this year’s list. Adviser Investments ranked 8th among organizations with more than …

NEWTON, MASSACHUSETTS, January 18, 2022 – Adviser Investments LLC, an independent fee-only wealth management firm serving clients nationwide, today announced the launch of the Adviser Capital American Ingenuity aggressive growth strategy (American Ingenuity). “American Ingenuity focuses on the U.S. economy’s next big themes and identifies both well-known and unknown companies poised to …