Northeast Advisers Inc
- Regulatory AUM
- $639M
- Discretionary
- $0
- Clients
- 376
- Avg AUM / client
- $1.7M
- Accounts
- 376
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 228 | $88.4M | 13.8% |
| High net worth individuals | 105 | $346M | 54.1% |
| Pension and profit sharing plans | 40 | $164M | 25.7% |
| Charitable organizations | 2 | $40.1M | 6.28% |
| Corporations and other businesses | 1 | $314K | 0.05% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Trehab 401(k) Profit Sharing Plan Trehab | 2024 | |
| Quarryville Presbyterian Retirement Community Pension Plan Quarryville Presbyterian Retirement Community | 2024 | |
| Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan Heat & Frost Insulators & Asbestos Workers Local Union 38 | 2024 | |
| Heat & Frost Insulators & Asbestos Workers Local 38 Retirement Plan Heat & Frost Insulators & Asbestos Workers Local #38 | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Michael Devine | President | Jun 2000 (26y) | 75% or more | |
| Eric J Bleiler | Investment Advisory Representative | CFP | Jan 2010 (17y) | 10% – 25% |
| Rebecca Proetto | Chief Compliance Officer | CFP | Jul 2015 (11y) | 10% – 25% |
| Sarah E Cardamone | Registered representative | Aug 2021 (5y) |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Trehab 401(k) Profit Sharing Plan | Trehab | 91 | $4.2M | 01/01/2024 |
| Quarryville Presbyterian Retirement Community Pension Plan | Quarryville Presbyterian Retirement Community | 9 | $14.9M | 01/01/2024 |
| Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan | Heat & Frost Insulators & Asbestos Workers Local Union 38 | 454 | $24.2M | 01/01/2024 |
| Heat & Frost Insulators & Asbestos Workers Local 38 Retirement Plan | Heat & Frost Insulators & Asbestos Workers Local #38 | 88 | $20.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 941 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $514M (81% of AUM) Mar 2026
- SEI Private Trust $261M (66% of AUM) Mar 2019
- Alerus Financial $74.8M (12% of AUM) Mar 2026
- Matrix Financial Solutions, Inc. $59.4M (11% of AUM) Dec 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗