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| Keyboard |
| Northeast Advisers Inc
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|
|---|---|
| CRD # | 108835 |
| SEC # | 801-57720 |
| CIK # | |
| AUM | 639.1 M (2026-03-19) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 610-240-7955 |
| Address | 163 W Lancaster Ave Paoli, PA 19301 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 228 | 88.4 |
| (b) Individuals (high net worth individuals) | 105 | 346.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 40 | 164.2 |
| (h) Charitable organizations | 2 | 40.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 376 | 639.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 376 | 639.1 |
| Total | 376 | 639.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 639.1 | |
| Total | 376 | 639.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Phoenix Wealth Advisors Inc
✚
|
NC | 641.4 M |
|
Single Point Partners LLC
✚
|
MA | 641.3 M |
|
Riverstone Advisors LLC
✚
|
640.9 M | |
|
MWA Financial Services Inc
✚
|
IL | 640.0 M |
|
Libra Wealth LLC
✚
|
CA | 639.8 M |
|
The Watchman Group Inc
✚
|
TX | 639.7 M |
|
Concord Asset Management LLC
✚
|
VA | 639.4 M |
|
SK Wealth Management LLC
✚
|
RI | 639.0 M |
|
Scott & Selber Inc Capital Management
✚
|
TX | 637.9 M |
|
Timber Creek Capital Management LLC
✚
|
MA | 636.8 M |