Encore Investment Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$42,085,850
Total clients
34
68% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
34
Average account size
$1,237,819
About
Encore Investment Advisors, LLC provides wealth management, investment management and financial planning to individuals, high‑net‑worth clients, businesses, trusts and estates, serving clients in Massachusetts, other U.S. states and internationally. The firm offers both discretionary and non‑discretionary portfolio management alongside standalone or integrated financial planning engagements.
EIA typically pursues a long‑term, low‑turnover investment approach that combines fundamental and technical analysis to construct diversified portfolios using ETFs, mutual funds, individual equity and fixed‑income securities and, as appropriate, alternative investments. Portfolios are built to client‑specific asset‑allocation targets and may include the use of short‑term margin borrowings and cash positions for hedging or liquidity, subject to client authorization and the firm’s risk disclosures.
The firm operates as a single‑advisor practice managing roughly $42 million in discretionary AUM with an additional material amount under advisement, and its brochure notes an explicit international client presence—an arrangement that is uncommon among peers. EIA also discloses that it provides periodic reports on holdings, allocations and performance and maintains public filings and a website, and its documented use of margin in managed accounts distinguishes it from many independent firms of similar size.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
$0+: 0.50% annually +: 1.25% annually
Main office location
Encore Investment Advisors, LLC
North Attleborough MA, United States
Number of offices
1
Most active in
Encore Investment Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")