Welch & Forbes Ranked as a Top 100 RIA Firm for 2026 by Barron's
Welch & Forbes LLC is proud to be recognized in Barron’s 2026 Top 100 RIA Firm ranking.
Welch & Forbes is #82 on the ranking, which was published on September 14, 2026. To view the full list and the ranking methodology on Barron’s website, please click here.
“We are honored to be recognized among Barron’s Top 100 RIA Firms,” said Adrienne Silbermann, Portfolio Manager and Executive Vice President of Welch & Forbes LLC. “We believe this recognition reflects our deep commitment to our clients and the enduring relationships we have built over generations – and continue to build today. We are proud to carry forward a tradition of collaboration, bringing together our team’s experience and perspectives to serve our clients.”
Established in 1838, Welch & Forbes is a private wealth management firm that works with individuals, families, and organizations. We offer customized service through a comprehensive suite of offerings, including investment management, trust, tax, and estate services.
If you would like to speak with Welch & Forbes regarding the ranking or to learn about our services, please call our Director of Client Development at 617-557-9800 or contact us.
Disclosure
Welch & Forbes data provided for the Barron’s 2026 Top 100 RIA ranking was as of June 30, 2026. Welch & Forbes does not pay a fee to be considered for the ranking.
Industry Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Welch & Forbes LLC (“Welch & Forbes”) is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of Welch & Forbes or its representatives by any of its clients. Welch & Forbes is not required to be a member of or subscriber to Barron’s or any other group to be considered for or included in the ranking. Welch & Forbes is not affiliated with Barron’s.
Ranking Methodology:
Barron’s ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics. Barron’s ranks the largest registered investment advisor firms separately from its broader RIA ranking.
Advisors must first pass a prequalification process aimed at ensuring that they are experienced and sophisticated advisors. Those who meet the criteria then fill out a survey with more than 100 questions about their practices. Barron’s verifies that data with the advisors’ firms and regulatory databases, then applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: 1) assets, 2) revenue, and 3) quality of practice. In each category, they do multiple subcalculations. They consider the amount and type of assets, practice growth, and client retention. They also consider a wide range of qualitative factors, including advisors’ experience; advanced degrees and industry designations; the size, shape, and diversity of their teams; their charitable and philanthropic work; and their compliance records. The full methodology for the Barron’s 2026 Top 100 RIA Firms list can be found here.