Adviser Investments

Adviser Investments and its subsidiaries operate as an independent, professional wealth management firm with particular expertise in Fidelity and Vanguard funds, actively managed mutual funds, exchange-traded funds, fixed-income investing, tactical strategies and financial planning. With more than 3,500 clients and $6 billion under management, Adviser Investments is one of the nation's largest registered investment advisers. Our wealth management professionals focus on helping individual investors, trusts, foundations and institutions meet their investment goals. Adviser Investments' minimum account size is $350,000.