Choate Ranks as a Fastest 100 Growing RIA Firm

Press Release

 | March 9, 2017

Choate Investment Advisors has been named by Forbes/RIA Channel as one of the fastest 100 growing RIA firms during the past 10 years.

Choate qualified for the list with $3.622 billion in assets under management as of September 30, 2016 with growth exceeding $1.2 billion over the past 10 years. The firm also ranked the highest out of the five Boston-area firms making the list.

According to RIA Channel, each firm ranked must be a “registered investment advisor[s] (RIA) with the SEC… [who] provide wealth management services, and…serve individual clients as a primary focus.”

Choate Investment Advisors has provided wealth management services to high net worth individuals and families for decades, and currently manages nearly $4 billion in discretionary assets. Choate Investment Advisors offers an independent “open architecture” investment strategy. 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.