Welch & Forbes Ranked as a Top 100 RIA Firm for 2025 by Barron's

Welch & Forbes LLC is proud to be recognized in Barron’s 2025 Top 100 RIA Firm list.

Welch & Forbes is #68 on the ranking which was published in September 2025. To view the full ranking on Barron’s website please click here.

“We are honored to be included in Barron’s 2025 Top 100 RIA ranking alongside other esteemed advisory firms,” said Adrienne Silbermann, Portfolio Manager/Executive Vice President of Welch & Forbes LLC. “We believe this underscores our team’s dedication and the culture of collaboration that has guided the firm for generations. Our focus continues to be delivering thoughtful, personalized attention to the clients we serve.”

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 617-523-1635 or contact us.

Note: All Welch & Forbes data provided for the ranking was as of June 30, 2025.

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Disclosure: Welch & Forbes does not pay a fee to be considered for or included in Barron’s 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.

Barron’s 2025 RIA Survey & Ranking Eligibility Criteria:

• The firm is registered with the SEC as an Investment Adviser.
• The firm is a legal entity (Corporation, LLC, LLP) and employs a CEO (or similar) and other C-suite executives.
• The firm serves primarily private wealth clients (i.e. individuals and families, as opposed to companies and organizations).
• The firm’s advisors are formal employees of the firm, not consultants or affiliates.
• The firm’s advisors are client-facing representatives who provide fee-based investment advice and financial planning and portfolio management services.
• The firm’s advisors report their regulatory assets under management through the firm’s Form ADV.
• The firm provides advisors with technology, compliance and investment resources that foster a consistent client experience throughout the firm’s individual advisory practices.
• The firm’s top executives as listed in the ranking survey and/or the firm’s Form ADV Schedule A (Direct Owners and Executive Officers) are not active participants in any of Barron’s Top Advisor rankings.

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.