NORTHEAST INVESTMENT MANAGEMENT INC
SEC RegisteredThe True Measure of Wealth
About the firm
Northeast Investment Management, Inc. is a Boston-based registered investment advisor with over $3 billion in assets under management, serving clients across and beyond New England for more than 60 years. Wholly owned by its Directors, the firm provides investment management and advice on a fee-only basis and holds itself to the fiduciary standard. The firm meets the unique financial needs of individuals, families, foundations and trusts.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, fiduciary services and estate planning, tax consultation and preparation, financial planning, and family office services
Who they serve
Individuals, families, foundations, trusts, and charitable entities
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,077 | $315M |
| High Net Worth Individuals | 549 | $2.8B |
| Charitable Organizations | 4 | $8.8M |
| State/Municipal Entities | 12 | — |
94 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
Data as of February 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NORTHEAST INVESTMENT MANAGEMENT INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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