W&
WELCH & FORBES LLC
SEC RegisteredBOSTON, MAhttps://welchforbes.com617-523-1635
Assets Under Management
$5B–$25B
Employees
55
Office Locations
1 office
Total Accounts
3734
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPooled VehiclesPension/Profit Sharing
Services
Private funds / alternatives
Private Equity
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 165 | $165M |
| High Net Worth Individuals | 478 | $8.0B |
| Pension/Profit Sharing Plans | 2 | $7k |
| Charitable Organizations | 4 | $8.6M |
| State/Municipal Entities | 26 | — |
| Insurance Companies | 2 | — |
0 total clients reported on Form ADV.
Leadership
Adrienne G. Silbermann
EXECUTIVE VICE PRESIDENT
Benjamin Jackson Williams
EXECUTIVE VICE PRESIDENT
Lp Amg Wealth Partners
MANAGER AND SOLE MEMBER
Llc Amg Wp Lp Holdings
LIMITED PARTNER
Inc. Affiliated Managers Group
SERIES A MEMBER AND MANAGER
Theodore Edward Ober
EXECUTIVE VICE PRESIDENT
Office locations
1 office in 1 state
MA
BOSTONHQ
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
CRD number
#115119
SEC Number
801-60532
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
welchforbes.comPhone
617-523-1635Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WELCH & FORBES LLC 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.