Choate Investment Advisors Ranked on 2017 Financial Times 300 Top RIAs

Press Release

 | June 22, 2017

Choate Investment Advisors has been named by Financial Times magazine as one of the “300 Top Registered Investment Advisers” in the publication’s annual list of the best advisors across the US. 

The Financial Times identified its “300 Top Registered Investment Advisers” based on assets under management, asset growth, years the firm has been in existence, industry credentials of staff, SEC compliance record and accessibility. Only independent, RIAs whose institutional assets did not exceed 75 percent of the practice’s total assets were considered.

Choate Investment Advisors has provided wealth management services to high net worth individuals and families for decades, and as of March 31, 2017 manages nearly $4 billion in discretionary assets. Choate Investment Advisors offers independent “open architecture” investment advice. The firm’s seamless one-stop, family office approach to wealth management provides clients with top notch, institutional quality investment management services provided by Choate Investment Advisors that are fully integrated with the tax, estate planning, and other services offered by Choate, Hall & Stewart’s Wealth Management Group.

Earlier this year, Choate Investment Advisors was ranked on Forbes magazine/RIA Channel’s list of the “Fastest 100 Growing RIA Firms” in the country. Choate ranked the highest out of the five Boston-area firms making the list, with its 10 year growth exceeding $1.2 billion.