Adviser Investments Revenue and Competitors
Estimated Revenue & Valuation
- Adviser Investments's estimated annual revenue is currently $44.1M per year.
- Adviser Investments's estimated revenue per employee is $231,000
Employee Data
- Adviser Investments has 191 Employees.
- Adviser Investments grew their employee count by 45% last year.
Adviser Investments's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Partner, VP Corporate Development | Reveal Email/Phone |
2 | VP | Reveal Email/Phone |
3 | Chief Information Technology Architect | Reveal Email/Phone |
4 | Regional VP, Wealth Management | Reveal Email/Phone |
5 | VP | Reveal Email/Phone |
6 | CEO | Reveal Email/Phone |
7 | Compliance Officer | Reveal Email/Phone |
8 | VP, Wealth Adviser | Reveal Email/Phone |
9 | VP Tax and Financial Planning | Reveal Email/Phone |
10 | SVP & General Counsel | Reveal Email/Phone |
Adviser Investments Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $23390M | 80918 | 6% | N/A | $99.4B |
What Is Adviser Investments?
Adviser Investments is a boutique wealth management firm with particular expertise in Fidelity and Vanguard mutual funds. We advise more than 3,500 clients and have over $4 billion under management. More than just wealth management, we offer the support of a team of dedicated investment professionals who are always ready to take your call. At Adviser Investments, we pride ourselves on being the adviser you can talk to.
keywords:Finance
N/A
Total Funding
191
Number of Employees
$44.1M
Revenue (est)
45%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Adviser Investments News
Potential preferential treatment of certain investors by registered investment advisers (RIAs) to private funds that have experienced...
The deal with Polaris Wealth Advisory Group is Adviser Investments' first since 2017. Adviser Investments has pulled off its first acquisition...
Adviser Investments, co-founded by Dan Wiener, a prominent investor advocate who publishes a newsletter for Vanguard investors, is based in the...
Other Companies in Newton
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $38M | 192 | 3% | N/A |
#2 | $30.9M | 194 | 38% | N/A |
#3 | $57.9M | 195 | 9% | N/A |
#4 | $75.7M | 195 | 5% | N/A |
#5 | $38.8M | 196 | 4% | N/A |