A complete list of active advisors currently associated with Northeast Advisers, Inc.

Warmer can help you find a great advisor at Northeast Advisers, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Northeast Advisers, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.