Northeast Advisers, Inc

Investment Advisor
in Sugarloaf, PA

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About this Advisor

Eric Bleiler is a certified financial planner who works in Sugarloaf, Pennsylvania who has 6 years of industry experience. Bleiler is an advisor for Northeast Advisers, Inc. Their career trajectory has included roles at Eric J Bleiler, Cpa & Co., LLC and Jones Kohanski & Co, Pc. Bleiler is registered to operate in Pennsylvania. Northeast Advisers, Inc is a financial advisory firm operating out of Paoli, PA. The firm has offices in two locations and just four advisors. It has $489 million in assets between its 342 client accounts, making it one of the larger firms in the country by assets under management. Of its 342 customer accounts, 33% are held by high-net-worth investors who have greater than $1 million in assets. Northeast Advisers, Inc offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules typically depend on the type of financial services offered. Fees billed by Northeast Advisers, Inc can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6 Brookhill Square
Sugarloaf, PA 18249

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Northeast Advisers, Inc Brokerage Details

Total Assets Under Management


PA Average: $15,833,994,310
Total Number of Employees


PA Average: 41
Total Number of Accounts


PA Average: 3,342
Average Account Size


PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Eric Bleiler Work History

Eric has been registered as a financial advisor for 6 years.*

2018 - Present (6 years)

Eric J Bleiler, Cpa & Co., LLC

2003 - 2018 (15 years)

Jones Kohanski & Co, Pc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Eric Bleiler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Northeast Advisers, Inc

Rebecca Proetto
Paoli, PA
Sarah Cardamone
Paoli, PA
Eric Bleiler
Sugarloaf, PA
John Devine
Paoli, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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