Adviser Investments LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Adviser Investments LLC
CRD #156984
SEC #801-73098
CIK #1544576
AUM $5.0 BB (100% Disc, 100% US)
Employees83 (43% Investors, 0% Brokers)
Phone617-321-2200
Address85 Wells Avenue
Newton, MA 02459
Links IAPDexternal EDGARexternal Websiteexternal Twitterexternal LinkedInexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IVV 103.8
MUB 76.4
IEFA 37.5
IJH 32.4
SPY 26.9
IEMG 24.1
AGG 18.0
AAPL 843,560.0 15.2
HYG 15.0
LQD 13.3
View All
Holdings by Sector ($BB)
Comparable Firms State AUM ($BB)
Lockton Investment Advisors LLC
MO
5.1
Parametric Risk Advisors LLC
CT
5.1
Sound Shore Management Inc
CT
5.1
Cooke & Bieler LP
PA
5.1
Value Line Inc
NY
5.1
Reinhart Partners Inc
WI
5.0
Ferguson Wellman Capital Management Inc
OR
5.0
Clay Finlay Inc
NY
5.0
The Monroe Vos Consulting Group Inc
TX
5.0
APEX Capital Management Inc
OH
4.9