Boston Private Wealth
One Federal Street 30th Floor
Boston, MA 02110
617-223-0200
No. advisers: 105
AUM: $7,424,262,670
Asset Breakdown
| Staff | |||
| Employees | 105 | ||
| Clients | |||
| High-net-worth individuals | 26-50% | ||
| Financial planning clients | 251-500 | ||
| High-net-worth client assets | More than 75% | ||
| Compensation | |||
| Percentage of assets under management | Yes | ||
| Hourly charges | Yes | ||
| Subscription fees | No | ||
| Fixed fees | Yes | ||
| Commissions | No | ||
| Performance-based fees | No | ||
| Total AUM | Total Accounts | Avg. Account AUM | |
|---|---|---|---|
| Discretionary | $6,955,567,868 | 6,035 | $1,152,538 |
| Non-discretionary | 468694802 | 189 | $2,479,867 |
| Total | $7,424,262,670 | 6,224 | $1,192,844 |
Success stories: Northeast
December 8, 2018 - Rank Firm Phone/website Total Discretionary Nondiscretionary Employees assets ($M) accounts assets ($M) accounts assets ($M) accounts 1 Silvercrest Asset Management Group 1330 Avenue Of The Americas, 38th Floor New York, NY 10019 (212) 649-0600 silvercrestgroup.com...
Top fee-only RIAs by state
June 9, 2018 - State/top 3 firms # of fee-only RIAs Total assets ($M)/market share Discretionary assets ($M)/ market share Nondiscretionary assets ($M)/market share 1 California 343 $501,079.6 $444,786.3 $56,293.3 1 Financial Engines Advisors 33.8% 38.1% 0.0% 2 Hall...
Largest fee-only RIAs
June 9, 2018 - Rank 2018 2018 Total Discretionary Nondiscretionary Firm Phone/website assets ($M) accounts assets ($M) accounts assets ($M) accounts Employees 1 Financial Engines Advisors 1050 Enterprise Way, Third Floor Sunnyvale, CA 94089 (408) 498-6000 financialengines.com...
Largest fee-only RIAs by region, based on assets under management
December 9, 2017 - Northeastern success stories Rank Firm Phone/website Total assets ($M) Total accounts Discretionary assets ($M) Discretionary accounts Nondiscretionary assets ($M) Nondiscretionary accounts Employees 1 Silvercrest Asset Management Group (212) 649-0600...
RIA Rundown: By the Numbers
June 3, 2017 - The InvestmentNews RIA Data Center qualified over 1,900 fee-only registered investment advisory firms. For more information, please contact INResearch@investmentnews.com. Visit data.investmentnews.com/ria/ for more-complete profiles and interactive rankings....
Top regional fee-only RIAs
December 4, 2016 - Rank Firm Phone Website Total assets ($M) Total accounts Employees 1 Silvercrest Asset Management Group (212) 649-0600 silvercrestgroup.com $31,199.2 1,068 117 2 Veritable (610) 640-9551 veritablelp.com $13,588.5 2,999 85 3 BBR Partners, LLC (212) 313-9870...
Stocks rally to fourth-straight weekly gain on stimulus, earnings
October 24, 2015 - Central-bank stimulus and strong earnings from the largest technology companies combined to give U.S. stocks their fourth straight weekly gain and propel the S&P 500 Index toward its best month since 2011. The S&P 500 has jumped 11% from its summer low,...
Beacon Pointe Wealth scoops up $300 million East Coast firm
September 10, 2015 - Beacon Pointe Wealth Advisors, the aggregator arm of Newport Beach, Calif.-based registered investment adviser Beacon Pointe Advisors, has picked up a $300 million firm, TPW Financial, as it expands to the East Coast. The deal, the first for Beacon Pointe...
- Notes
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.
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*Methodology:InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.
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