ChoateIA Named to 2020 Financial Times 300 Top Registered Investment Advisers
Choate Investment Advisors has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the seventh time ChoateIA has been named to the FT 300 list.
ChoateIA has provided wealth management services to high net worth individuals and families for decades, and as of June 30, 2020, manages $5.1 billion in discretionary and non-discretionary assets. ChoateIA 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 ChoateIA that are fully integrated with the tax, estate planning, and other services offered by Choate, Hall & Stewart’s Wealth Management Group.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.