Choate Investment Advisors has been ranked by Financial Advisor Magazine as one of the top registered investment advisors (RIA) in the country in the publication’s 2020 annual survey.

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.

 

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Disclosure:

The Financial Advisor Magazine’s RIA Ranking 2020 is an independent listing produced annually by Financial Advisor (August 2020). 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.