CHOATE INVESTMENT ADVISORS
SEC RegisteredOrchestrating Your Legacy
About the firm
For more than 100 years, Choate Wealth has been a trusted partner and strategic advisor to multigenerational families, entrepreneurs, and charitable entities. Our team of attorneys, investment professionals, tax specialists and trust advisors provides cohesive, highly personalized wealth management services addressing all facets of our clients' wealth management needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Cohesive, highly personalized wealth management services addressing all facets of clients' wealth management needs, provided by a team of attorneys, investment professionals, tax specialists, and trust advisors.
Who they serve
Multigenerational families, entrepreneurs, and charitable entities.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 95 | $46M |
| High Net Worth Individuals | 519 | $9.4B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 3 | $88M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 36 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
15 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CHOATE INVESTMENT ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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