Northeast Advisers, Inc.
Northeast Advisers, Inc. is an SEC-registered wealth manager in Paoli, PA with $639.1M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Northeast Advisers, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108835, SEC 801-57720, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $639.1M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Paoli, PA
- Employees
- 5
- Clients
- 376
- CRD
- 108835
- Ownership
- DEVINE, JOHN, MICHAEL; MACQUEEN, NORMAN, SHAW; BLEILER, ERIC, J; CUMMINGS, REBECCA; PROETTO, REBECCA
How much AUM does Northeast Advisers, Inc. have?
Northeast Advisers, Inc. reported $639.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Northeast Advisers, Inc.?
Disclosed owners and executives of Northeast Advisers, Inc. include DEVINE, JOHN, MICHAEL, MACQUEEN, NORMAN, SHAW, BLEILER, ERIC, J, CUMMINGS, REBECCA, PROETTO, REBECCA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.