Welch and Forbes Ranked as a Top RIA Firm for 2023 by Financial Advisor Magazine
Welch & Forbes LLC is proud to be once again recognized in Financial Advisor Magazine’s 2023 RIA ranking.
The firm is #68 on the publication’s 521 firms and placed under the “$1 billion and over” asset category.
If you would like to speak with Welch & Forbes regarding the ranking, contact 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 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.
Financial Advisor Magazine’s ranking was awarded in July 2023 and is based on assets under management (AUM) for the year ending 12/31/2022.
Financial Advisor Magazine’s 2023 RIA Survey & Ranking Eligibility: To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. Please note that this survey does not apply to hybrid RIAs, corporate RIAs and investment advisor representatives (IARs). 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 2023 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.
Ranking is based on responses from participating RIAs who completed an online survey. Financial Advisor Magazine does not disclose how many firms were considered or applied for inclusion on the list.