Choate Investment Advisors has been ranked as one of the 50 Fastest Growing RIAs for 2024 by Financial Advisor Magazine. The complete list is featured in the July/August print issue and on the Financial Advisor website.

ChoateIA has provided wealth management services to high net worth individuals and families for decades, and as of March 31, 2023, manages $8.7 billion in discretionary and non-discretionary assets. ChoateIA provides independent “open architecture” investment advice as part of suite of services offered by Choate Wealth – a seamless one-stop family office platform unlike any other in the country. Our integrated approach and complimentary talent enables us to provide highly personalized and comprehensive solutions addressing all facets of our clients’ wealth management needs.

The Financial Advisor Magazine’s RIA Ranking 2024 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 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 Financial Advisor Magazine in exchange for inclusion on the list.