Mario Ramos, Wealth Solutions Report Pathfinder Awards – Hispanic CEO of the Year, discusses the “Unmatched ROI” of Diversity” with WSR. Latest Release October 24, 2023 Adviser Investments is excited to announce that Mario Ramos has been selected as Hispanic CEO of the year by Wealth Solutions Report. WSR's Top Hispanic Industry Leaders of 2023, the group of Pathfinder Awards that celebrates National Hispanic Heritage Month, honors persons of Hispanic and Latin heritage. Read the article here: Read Morekeyboard_arrow_right LeJeune Puetz Joins Adviser Investments July 10, 2023 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 … Read Morekeyboard_arrow_right Adviser Investments and Ropes Wealth Advisors Join Forces May 16, 2023 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 … Read Morekeyboard_arrow_right Welcome Chris Thom: President and Head of Wealth Services March 10, 2023 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 … Read Morekeyboard_arrow_right Adviser’s Liz Kesselman Named to Forbes’ 2023 List of ‘Top Women Wealth Advisors’ February 9, 2023 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 … Read Morekeyboard_arrow_right Special Report Fidelity vs. Vanguard Which is right for you? Find Out Adviser Named Among ‘Best Places to Work in Money Management’ in 2022 by Pensions & Investments December 12, 2022 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 … Read Morekeyboard_arrow_right Adviser Selected for Forbes’ List of ‘America’s Top RIA Firms’ November 4, 2022 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 … Read Morekeyboard_arrow_right Adviser Named a Barron’s ‘Top 100 RIA Firm’ for 2022 September 21, 2022 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 … Read Morekeyboard_arrow_right Adviser Joins National Center for Race Amity Art & Music Festival August 8, 2022 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 … Read Morekeyboard_arrow_right Adviser Named Among Massachusetts’ ‘Largest Independent Investment Advisers’ by Boston Business Journal 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 … Read Morekeyboard_arrow_right Special Report Making the Most of Your Charitable Giving Save Some Money and Do Some Good Get it Now Recent Posts The Benefits of Cash Balance Plans How Do Interest Rates Impact Your Estate Plan? Are Stocks Overpriced? What Is ESG Investing? View Allkeyboard_arrow_right Recent Special Reports Retirement Spending Solutions Smart Ways to Save (and Pay) for Education Investor Protection Checklist The ETF Advantage View Allkeyboard_arrow_right
LeJeune Puetz Joins Adviser Investments July 10, 2023 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 … Read Morekeyboard_arrow_right
Adviser Investments and Ropes Wealth Advisors Join Forces May 16, 2023 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 … Read Morekeyboard_arrow_right
Welcome Chris Thom: President and Head of Wealth Services March 10, 2023 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 … Read Morekeyboard_arrow_right
Adviser’s Liz Kesselman Named to Forbes’ 2023 List of ‘Top Women Wealth Advisors’ February 9, 2023 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 … Read Morekeyboard_arrow_right
Adviser Named Among ‘Best Places to Work in Money Management’ in 2022 by Pensions & Investments December 12, 2022 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 … Read Morekeyboard_arrow_right
Adviser Selected for Forbes’ List of ‘America’s Top RIA Firms’ November 4, 2022 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 … Read Morekeyboard_arrow_right
Adviser Named a Barron’s ‘Top 100 RIA Firm’ for 2022 September 21, 2022 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 … Read Morekeyboard_arrow_right
Adviser Joins National Center for Race Amity Art & Music Festival August 8, 2022 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 … Read Morekeyboard_arrow_right
Adviser Named Among Massachusetts’ ‘Largest Independent Investment Advisers’ by Boston Business Journal 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 … Read Morekeyboard_arrow_right