Choate Wealth’s Investment Management team, Choate Investment Advisors was named to the Financial Advisor Magazine’s Top 100 RIAs nationwide in the ‘$1 billion and over’ asset category for 2026 (based on Choate Investment Advisor’s assets under management as of March 31, 2026). The rankings are published in the July/August 2026 issue.
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 approximately $10 billion of assets under management (as of March 2026).
The annual Financial Advisor Magazine RIA Ranking is an independent listing based on data gathered from RIA firms, regulatory disclosures, and the Financial Advisor Magazine’s research. The ranking does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance.
Choate Wealth did not provide compensation, directly or indirectly to obtain this ranking.