Welch and Forbes Ranked as a Top 100 RIA Firm for 2023 by Barron's
Welch & Forbes LLC is proud to be recognized in Barron’s 2023 Top 100 RIA Firm ranking.
Welch and Forbes has ranked #58 on the Barron’s 2023 Top RIA Firms ranking.
If you would like to speak with Welch & Forbes regarding the list and eligibility, call Our Director of Client Development at 617-557-9800 or email info@welchforbes.com
Disclosure: 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 he/ she 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 does not pay a fee to be considered for or included in Barron’s ranking. 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.
Barron’s 2023 RIA Survey & Ranking Eligibility:
a) The firm serves primarily personal wealth clients. Specifically, over 50% of the firm’s regulatory assets under management should be attributable to some combination of the three categories as captured in the firm’s Form ADV as (a), (b) and (h) under Item 5.D.(3). b) The firm is a formal legal entity (Corporation, LLC or LLP) and employs a formal CEO, along with other C-suite executives. c) The firm’s advisors are client-facing representatives who provide fee-based investment advice and financial planning services. d) The firm’s advisors are formal employees of the firm, not consultants or affiliates. e) The firm’s advisors report their regulatory assets under management through the firm’s Form ADV. f) The firm provides advisors with technology, compliance and investment resources that foster a consistent client experience throughout the firm’s individual advisory practices. g) The firm’s top executives as listed in the ranking application and/or the firm’s Form ADV Schedule A (Direct Owners and Executive Officers) are not participants in any of Barron’s Top Advisor rankings.
Barron’s Top RIA Firm ranking was awarded in September 2023 and is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.
Welch & Forbes is not affiliated with Barron’s.