Be advised. This firm is no longer registered.

Ropes Wealth Advisors

Ropes Wealth Advisors (CRD# 168615) is a financial advisory firm headquartered in Boston, MA. They manage $6,468,204,099 in 3,632 accounts and serve the financial needs of clients across 27 states (or territories).

Current Firm Details
Prudential Tower, 800 Boylston Street, Boston, MA 02199
http://www.ropeswealthadvisors.com
By the Numbers
  • Total Assets Under Management
    6,468
    MILLION
  • Total Number of Accounts
    3,632
    ACCOUNTS
  • Average Account Value
    $1,780,893
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MN, NC, NH, NJ, NY, OH, OR, PA, RI, TN, TX, VA, VT, WA, WI

Financial Advisors at Ropes Wealth Advisors
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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