Gw & Wade, LLC

Gw & Wade, LLC (CRD# 105394) is a financial advisory firm headquartered in Wellesley, MA. They manage $5,074,363,824 in 7,916 accounts and serve the financial needs of clients across 46 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,074
    MILLION
  • Total Number of Accounts
    7,916
    ACCOUNTS
  • Average Account Value
    $641,026
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Gw & Wade, LLC
Showing 1 - 10 of 19 top financial advisors.
1
Matthew E. Ryan
CRD#: 2148177
93 Worcester Street, Wellesley, MA 02481
96
Wealthminder
score

Matthew Ryan (CRD# 2148177) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 13 years of experience in the finance industry. Matthew Ryan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kelli A. Adams
CRD#: 5025929
93 Worcester Street, Wellesley, MA 02481
93
Wealthminder
score

Kelli Adams (CRD# 5025929) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 10 years of experience in the finance industry.

3
Robert F. Bodio
CRD#: 2937621
93 Worcester Street, Wellesley, MA 02481
93
Wealthminder
score

Robert Bodio (CRD# 2937621) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 19 years of experience in the finance industry.

4
David L. Brodsky
CRD#: 4409756
93 Worcester Street, Wellesley, MA 02481
93
Wealthminder
score

David Brodsky (CRD# 4409756) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 15 years of experience in the finance industry.

5
Robert J. Emens
CRD#: 3006559
93 Worcester Street, Wellesley, MA 02481
93
Wealthminder
score

Robert Emens (CRD# 3006559) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 18 years of experience in the finance industry.

6
Philip P. Jameson
CRD#: 1452524
93 Worcester Street, Wellesley, MA 02481
93
Wealthminder
score

Philip Jameson (CRD# 1452524) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 30 years of experience in the finance industry.

7
Steven D. Keirn
CRD#: 5020982
540 Cowper Street, Suite 100, Palo Alto, CA 94301
93
Wealthminder
score

Steven Keirn (CRD# 5020982) is an Investment Advisor Representative working at Gw & Wade, LLC in Palo Alto, CA and has over 10 years of experience in the finance industry.

8
Michael F. Kuppens
CRD#: 4432603
93 Worcester Street, Wellesley, MA 02481
93
Wealthminder
score

Michael Kuppens (CRD# 4432603) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 15 years of experience in the finance industry.

9
John S. Murray
CRD#: 4341104
93 Worcester Street, Wellesley, MA 02481
93
Wealthminder
score

John Murray (CRD# 4341104) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 15 years of experience in the finance industry.

10
Darren M. Norton
CRD#: 3146276
93 Worcester Street, Wellesley, MA 02481
93
Wealthminder
score

Darren Norton (CRD# 3146276) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 17 years of experience in the finance industry.

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