The Boston Business Journal recently ranked ChoateIA among the Top 20 in its 2019 list of the Largest Independent Investment Advisers in Massachusetts. The list, published annually, is researched locally by staff members of the BBJ. Firms are ranked by total assets under management among Mass.-based advisers as of June 2019.

ChoateIA has provided wealth management services to high net worth individuals and families for decades, and as of June 2019 manages $4.9 billion in discretionary assets. ChoateIA offers independent “open architecture” investment advice. The firm’s seamless one-stop, family office approach to wealth management provides clients with 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.

Earlier this year, ChoateIA was ranked by the Financial Times as one of the “300 Top Registered Investment Advisors”.

Disclosures:

The Boston Business Journal (“BBJ”) list is not indicative of future performance. Individual account experience may vary. The BBJ list is an independent listing produced by the Boston Business Journal (July 2019). The BBJ list is based on data gathered from RIA firms, regulatory disclosures, and BBJ’s research. As identified by BBJ, the listing reflected each practice’s performance based primarily on assets under management. Neither the RIA firms nor their employees pay a fee to BBJ in exchange for inclusion in the list.