Choate Wealth
TL;DR
Subsidiary of the law firm Choate, Hall & Stewart, established in 1996, providing investment advice, financial planning and wealth management to high-net-worth individuals, trusts, foundations and endowments.
$10.0 billion
Regulatory AUM
As of ADV filing 2026-03-30
4,009
Accounts / Clients
614 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
34
Team Size
employees, 20 advisory
30 yrs
Years Registered
First registered 1996
About Choate Wealth
Subsidiary of the law firm Choate, Hall & Stewart, established in 1996, providing investment advice, financial planning and wealth management to high-net-worth individuals, trusts, foundations and endowments.
Office: Two International Place, Suite 3000, Boston, MA 02110.
Best for: Families and trusts above $10M wanting a law-firm-affiliated investment adviser
Fee model and designations stated on the guide
Advisory feesCFA or CPA named
Form ADV data
CRD106109
RegistrationSEC-registered
First registration1996
Regulatory AUM$10.0 billion
ADV filing date2026-03-30
Accounts4,009
Clients614 individual and high-net-worth clients
Employees34
Advisory employees20
Fee modelAsset-based and hourly fees; ADV 2A states no performance fees
Minimum$10,000,000 target for new relationships, accepted below at its discretion (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFA and CTFA named on the site
Source: SEC Investment Adviser Public Disclosure, CRD 106109, as of ADV filing 2026-03-30, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Boston, MA (2026): rank 8 of 10
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