This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Alerus · Charles Schwab & Company · SEI · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-05-2000
- Office Locations
- 2
Office Locations
About Northeast Advisers, Inc.
Northeast Advisers, Inc. is a boutique RIA serving individuals and families with comprehensive financial planning and disciplined, long-term portfolio management. The team emphasizes fiduciary guidance, ongoing monitoring, and “what-if” analysis, and coordinates with clients’ tax and legal professionals to simplify the full financial picture. Assets are held with a third-party custodian with independent reporting.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 19, 2026, reported AUM increased 10.9%, from $576.4M to $639.1M.
Across 5 reported observations, AUM increased 9.3% between March 30, 2022 and March 19, 2026, from $584.5M to $639.1M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 4 advisory representatives and 376 clients, or 94 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 2 reported office locations and 26 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Northeast Advisers, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Northeast Advisers, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ERIC J BLEILER
Certified Financial Planner, INVESTMENT ADVISORY REPRESENTATIVE
- CRD
- #5722300
- Ownership
- 25% but less than 50%
REBECCA PROETTO
Chief Compliance Officer, Investment Advisor
- CRD
- #6508052
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
Sarah E Cardamone
Investment Advisor
- CRD
- #7404611
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $639,108,000 | $1,699,755 |
| Total | $639,108,000 | $1,699,755 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Northeast Advisers, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.