Financial Advisor Magazine Ranks W&F Among The Nation's Top Registered Investment Advisors
Welch & Forbes LLC is proud to be recognized as a top registered investment advisor in Financial Advisor Magazine’s 2022 ranking.
The firm is #64 on the publication’s 534 registered investment advisors listed.
For the full article and list, go to Financial Advisor Magazine’s website here.
If you would like to speak with Welch & Forbes regarding the ranking, call Ed Sullivan, Vice President, at 617-557-9800, or email him at email@example.com.
Disclosure: From Financial Advisor Magazine’s 2022 RIA Survey – To be eligible for our rankings, firms must be registered investment advisors and provide financial planning and related services to individual clients. Some items on the questionnaire will require data that you have already prepared for your firm’s Form ADV.
Hybrid RIA firms, corporate RIA firms and investment advisor representatives (IARs) are not eligible for this survey.
Firms with at least $500 million in assets under management will be included in our national ranking that will be published in the July/August 2022 issue of Financial Advisor Magazine. Firms with less than $500 million in assets will be published in an online national ranking on FA’s website, www.fa-mag.com.
Financial Advisor Magazine does not disclose how many firms were considered or applied for inclusion on the list.
Welch & Forbes does not pay a fee to be considered for or included in Financial Advisor Magazine’s ranking. Welch & Forbes is not required to be a member of or subscriber to Financial Advisor Magazine or any other group to be considered for or included in the rankings.
Welch & Forbes is not affiliated with Financial Advisor Magazine.