Adviser Investments LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Adviser Investments LLC
CRD #156984
SEC #801-73098
CIK #1544576
AUM $5.8 BB (100% Disc, 100% US, 2020-03-30)
Employees91 (46% Investors, 0% Brokers)
Phone617-321-2200
Address85 Wells Avenue
Newton, MA 02459
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
10.08.06.04.02.00.02010201320172021
Sector Holding Cap ($MM) Value ($MM)
IVV51.8
BSV46.5
EFG28.0
FHLC26.2
HYS24.4
VCIT23.1
SPY20.3
VIG20.1
SHM18.2
IEFA14.4
View All
Holdings by Sector ($)
0.90.70.50.40.20.02017201820192020
Comparable Firms State AUM ($BB)
Ferguson Wellman Capital Management Inc
OR 6.0
Legg Mason Funds Management Inc
MD 5.9
KLS Professional Advisors Group LLC
NY 5.8
Conrad Siegel Investment Advisors Inc
PA 5.8
Varde Partners LP
MN 5.8
RSM US Wealth Management LLC
MN 5.8
Kredietrust Luxembourg SA
5.8
Valmark Advisers Inc
OH 5.8
Daiwa SB Investments UK Ltd
5.7
Heck Capital Advisors LLC
WI 5.7
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com