Northeast Advisers, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$434,438,000
Clients
333
Advisors
4
of 5 employees
About
Northeast Advisers, Inc. is an independent Registered Investment Adviser that serves individuals (including high‑net‑worth clients), retirement plan sponsors, trusts, estates, charitable organizations and institutions. The four‑advisor firm reports approximately $639.1 million in assets under management across about 333 client relationships and provides fee‑only advisory services and financial planning, typically billed on an asset‑based or hourly basis.
The firm follows a documented investment process that begins with a written Statement of Investment Policy and a four‑step workflow (analyze, design the IPS, implement, monitor). Portfolios typically use low‑cost no‑load mutual funds, ETFs and selected individual securities, and NAI provides services primarily on a non‑discretionary basis — trades require client pre‑approval — with reporting and billing supported by Orion and third‑party custodians.
Distinctive elements in the brochure include a formal promoter/referral program under written agreements in which promoters are paid a portion of fees and must provide disclosure to prospective clients, and a recent ownership succession that shifted equity among the principals to support continuity. The firm’s small team includes multiple CPA and CFP® professionals and emphasizes co‑fiduciary retirement plan services and consolidated client reporting via custodial and Orion portals.
Client services
Expertise
Occupation focus
Fee options
Flat fee for financial planning or project consulting basis; specific amounts vary
$0 - $999,999: 1.00% $1,000,000 - $1,499,999: 0.85% $1,500,000 - $1,999,999: 0.75% $2,000,000+: Negotiable
Up to $200 per hour for financial planning services
Account minimum: $250,000 Fee-only: Fee-only investment advisory consulting services; no commissions or undisclosed remuneration
Main office
163 W. Lancaster Ave
Paoli PA 19301
Advisors at this office
4
Most active in
Florida · New Jersey · Pennsylvania · Texas
Also doing business as
Jk Financial Advisory Services · Northeast Advisers Inc · Northeast Advisers, Inc. · Pro Cap, LLC · Zinn Advisers
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Sarah C
Series 65
Paoli, PA
Northeast Advisers, Inc.
Sarah Cardamone is a financial advisor at Northeast Advisers, Inc. with five years of industry experience. She holds a Series 65 designation. Prior to joining Northeast Advisers, she spent six years working in professional soccer organizations, including the United Soccer League and Charleston Battery. Northeast Advisers, Inc. is an independent Registered Investment Adviser serving individuals, retirement plan sponsors, trusts, estates, charitable organizations, and institutions. The firm employs a structured investment process using low-cost no-load mutual funds, ETFs, and selected individual securities, providing primarily non-discretionary, fee-only advisory and financial planning services.
John D
Series 63, Series 65
Paoli, PA
Northeast Advisers, Inc.
John Devine is a financial advisor at Northeast Advisers, Inc. in Paoli, PA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Northeast Advisers since 2000. Northeast Advisers, Inc. is an independent, fee-only registered investment adviser serving individuals, retirement plan sponsors, trusts, estates, charitable organizations, and corporations. The firm follows a four-step advisory process and offers primarily non-discretionary services, using a best-of-breed approach that includes no-load mutual funds, ETFs, and individual securities.
Eric B
CFP®
Paoli, PA
Northeast Advisers, Inc.
Eric Bleiler is a CFP® professional with eight years of experience in the financial advisory industry. He is currently affiliated with Northeast Advisers, Inc. and also manages an accounting and tax business, Eric J Bleiler, CPA & Co., LLC. Prior to this, he worked at Jones Kohanski & Co, PC for 15 years. Northeast Advisers, Inc. is an independent, fee-only registered investment adviser serving individuals, retirement plan sponsors, trusts, estates, charitable organizations, and corporations. The firm follows a non-discretionary investment approach based on a written Statement of Investment Policy and a structured four-step advisory process.
Rebecca P
CFP®, Series 65
Paoli, PA
Northeast Advisers, Inc.
Rebecca Proetto is a Certified Financial Planner™ (CFP®) with 10 years of industry experience. She has been with Northeast Advisers, Inc. since 2015, where she is part of a four-advisor team based in Paoli, PA. Northeast Advisers, Inc. is an independent, fee-only registered investment adviser managing over $576 million in client assets. The firm serves individuals, retirement plan sponsors, trusts, estates, charitable organizations, and corporations, employing a non-discretionary investment approach guided by a written Statement of Investment Policy and a structured advisory process.
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