Overview
Assets Under Management: $6.5 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 921
Average Client Assets: $5.9 million
Frequently Asked Questions
ROPES WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168615), ROPES WEALTH ADVISORS is subject to fiduciary duty under federal law.
ROPES WEALTH ADVISORS is headquartered in BOSTON, MA.
ROPES WEALTH ADVISORS serves 921 high-net-worth clients according to their SEC filing dated July 28, 2023. View client details ↓
According to their SEC Form ADV, ROPES WEALTH ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ROPES WEALTH ADVISORS manages $6.5 billion in client assets according to their SEC filing dated July 28, 2023.
According to their SEC Form ADV, ROPES WEALTH ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Recent Rankings
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 921
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.20%
Average Client Assets: $5.9 million
Total Client Accounts: 3,632
Discretionary Accounts: 3,573
Non-Discretionary Accounts: 59
Regulatory Filings
CRD Number: 168615
Filing ID: 1773962
Last Filing Date: 2023-07-28 13:52:00