Founded in 1994 in the Boston area, Adviser Investments, LLC established itself as an independent, fee-only wealth management firm. The company focused on providing individual investors, families, and institutions with personalized financial planning, portfolio management, and 401(k) advisory services. Known for its active management approach and client-centric philosophy, the firm grew to manage billions in assets. In November 2022, Adviser Investments was acquired by Mariner Wealth Advisors, a national wealth advisory firm. The acquisition aimed to combine Adviser Investments' specialized expertise with Mariner's broader scale and in-house resources, including tax, trust, and insurance services, to provide a more comprehensive offering to clients nationwide.

Founded in

United States