July 25, 2022
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 assets under management, as of June 1, 2022. The publication updates its ranking annually.
The BBJ award marked the latest recognition in 2022 for Adviser. Last month, the firm was named to ThinkAdvisor’s “2022 LUMINARIES Finalist List for Thought Leadership & Education” alongside financial services that included The American College of Financial Services, Bank of America, BlackRock, Ed Slott and Company, Edelman Financial Engines, Morgan Stanley, Raymond James and Schwab Advisor Services.
In May, BBJ ranked Adviser as one of the “Largest Private Companies in Massachusetts.” The firm was also named a “Best Place to Work for Financial Advisers” by InvestmentNews and among America’s “Best and Brightest Companies to Work For” by the National Association for Business Resources.
The firm also recently garnered praise for its commitment to employee wellness. It was named among “The Nation’s Best and Brightest for Wellness” for 2022 and the company also earned a 2021 “Best Wellness Employer Bronze Certification” from Wellness Workdays, awarded in collaboration with experts from Harvard Medical School.
About Adviser Investments
Adviser Investments is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trustsA legal document that functions as an instruction manual to how you want your money managed and spent in your later years as well as how your assets should be distributed after your death. Assets placed in a trust are generally safe from creditors and can be sold by the trustee in short order, avoiding the lengthy and costly probate process., institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 billion in assets under management. Our portfolios encompass actively managed funds, ETFsA type of security which allows investors to indirectly invest in an underlying basket of financial instruments (these may include stocks, bonds, commodities or other types of instruments). Shares in an ETF are publicly traded on an exchange, and the price of an ETF’s shares will fluctuate throughout the trading day (traditional mutual funds trade only once a day). For example, one popular ETF tracks the companies in the S&P 500, so buying a share of the ETF gets an investor exposure to all 500 companies in the index., socially responsible investments and tactical asset allocation strategies, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.
The Boston Business Journal’s “Largest Investment Advisers in Massachusetts” ranking is based on each participating firms’ assets under management as of June 1, 2022. Only firms that choose to participate are ranked and included on the top 25 list. The award sponsor has not disclosed how many firms were survey or considered for this recognition, nor the percentage of total participants that ultimately received recognition. Award is not indicative of future investment performance nor represents client experience. For more information and a complete list of recipients, visit https://www.bizjournals.com/boston/subscriber-only/2022/07/07/largest-independent-investment-advisers-in-massachusetts.html.
ThinkAdvisor’s LUMINARIES recognition program is judged by an editorial team chosen by ThinkAdvisor. Individuals, teams or organizations may be nominated and up to four entries per company may be submitted. Adviser Investments did not pay a fee in connection with this entry but was required to submit a description of the firm’s strategic initiatives as they relate to providing thought leadership and education to the organization, clients and broader financial community. ThinkAdvisor only disclosed that hundreds of entries were submitted within the Thought Leadership & Education category and 40 were chosen as finalists. This recognition is not indicative of client experience or future investment performance.
For more information, visit: https://event.thinkadvisor.com/luminaries-awards/criteria.
The Boston Business Journal Largest Private Companies in Massachusetts ranking is based on each participating company’s total revenue in 2021. Only companies that choose to participate are ranked and included on the list. Participation is not limited to companies providing financial services. The award sponsor has not disclosed how many firms were surveyed or considered for this recognition, nor the percentage of total participants that ultimately received recognition. This award is not indicative of future investment performance, nor does it represent client experience.
InvestmentNews’ “Best Places to Work for Financial Advisers” award is conducted in partnership with employee survey firm Best Companies Group. Winners are selected from a two-part survey completed by employers and employees. Employers report their organization’s workplace policies, practices and demographics. Employees complete a survey designed to measure the employee experience in areas such as leadership and planning, pay and benefits, corporate culture and communications and work environment. Scores from the employee survey represent three-quarters of the weight of the final rankings. Firms do not pay a fee to participate. To be eligible for the award firms must be a registered investment adviser or broker-dealer; be in business for at least one year and have at least 15 full-time employees. In 2018, 50 firms were named to the list; in 2019–2022, 75 were named. The award sponsor has not disclosed how many firms were surveyed or considered for this recognition, nor the percentage of total participants that ultimately received recognition. For more information and a complete list of recipients, visit https://bestplacesforadvisers.com/. Years Received: 2022, 2021, 2020, 2019, 2018.
The Boston’s Best and Brightest Companies to Work For® competition recognizes organizations displaying a commitment to human resource practices and employee enrichment. Only companies that voluntarily participate are considered for recognition. The competition assesses participating organizations based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more. Participating companies are then benchmarked against participants both regionally and nationally. Award is not indicative of future investment performance nor represents client experience.
The National Best and Brightest Companies in Wellness® Program—in conjunction with their scoring partner SynBella—surveys and evaluates each participating organization’s efforts in employee wellness. Participation is not limited to companies in the financial services industry. In order to participate, an organization must have at least 10 employees; be in business for at least one year, complete the required surveys, and pay any applicable fees. Certain fees are assessed to participants requesting specific analysis and reports on their application. Participants are not required to pay any particular fee or purchase any particular analyses or reports. For more information and a complete list of recipients visit https://thebestandbrightest.com/programs/participation/
Years Received: 2022, 2021, 2020, 2019, 2018
Disclaimer: All investments and investment strategies are subject to risk of loss. There is no guarantee that investment goals or objectives will be achieved.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC