Choate Wealth’s Investment Management team, Choate Investment Advisors, has been ranked among the top 100 RIAs in the ‘$1B and over’ asset category for 2025 by Financial Advisor Magazine. The complete list is featured in the July/August print issue and on the Financial Advisor website.
Built on more than 100 years of history and experience, Choate Wealth is a fully integrated, high-touch, multi-family office. We provide coordinated and highly personalized advice for high-net-worth individuals and families on estate, philanthropic, and tax planning, and we offer professional trustee services and independent investment management advice, provided through our subsidiary, Choate Investment Advisors LLC, a SEC-registered investment advisory firm with more than $8.7 billion of assets under management.
The Financial Advisor Magazine’s RIA Ranking 2025 is an independent listing produced annually by Financial Advisor (July/August 2024). The list is based on data gathered from RIA firms, regulatory disclosures, and the Financial Advisor Magazine’s research. This ranking 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 Financial Advisor Magazine in exchange for inclusion on the list.