Ropes Wealth Advisors

Ropes Wealth Advisors (CRD# 168615) is a financial advisory firm headquartered in Boston, MA. They manage $5,013,720,577 in 2,693 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,014
    MILLION
  • Total Number of Accounts
    2,693
    ACCOUNTS
  • Average Account Value
    $1,861,760
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
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.

AK, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Ropes Wealth Advisors
Showing 1 - 10 of 10 top financial advisors.
1
Daniel L. Almeida
CRD#: 7005527
Prudential Tower, 800 Boylston Street, Boston, MA 02199

Daniel Almeida (CRD# 7005527) is an Investment Advisor Representative working at Ropes Wealth Advisors in Boston, MA and has 1 year of experience in the finance industry.

2
Winfield C. Grimm
CRD#: 6599478
Prudential Tower, 800 Boylston Street, Boston, MA 02199

Winfield Grimm (CRD# 6599478) is an Investment Advisor Representative working at Ropes Wealth Advisors in Boston, MA and has over 4 years of experience in the finance industry.

3
Michelle A. Knight
CRD#: 2866359
Prudential Tower, 800 Boylston Street, Boston, MA 02199

Michelle Knight (CRD# 2866359) is an Investment Advisor Representative working at Ropes Wealth Advisors in Boston, MA and has over 12 years of experience in the finance industry.

4
Jennifer K. Loveless
CRD#: 4980349
Prudential Tower, 800 Boylston Street, Boston, MA 02199

Jennifer Loveless (CRD# 4980349) is an Investment Advisor Representative working at Ropes Wealth Advisors in Boston, MA and has over 7 years of experience in the finance industry. Jennifer Loveless 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.

5
Sharon Phelan
CRD#: 4650261
Prudential Tower, 800 Boylston Street, Boston, MA 02199

Sharon Phelan (CRD# 4650261) is an Investment Advisor Representative working at Ropes Wealth Advisors in Boston, MA and has over 15 years of experience in the finance industry. Sharon Phelan 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.

6
Joseph E. Powers
CRD#: 6040929
Boston, MA 02199

Joseph Powers (CRD# 6040929) is an Investment Advisor Representative working at Ropes Wealth Advisors in Boston, MA and has over 10 years of experience in the finance industry.

7
Francis J. Sennott
CRD#: 1527341
Prudential Tower, 800 Boylston Street, Boston, MA 02199

Francis Sennott (CRD# 1527341) is an Investment Advisor Representative working at Ropes Wealth Advisors in Boston, MA and has over 20 years of experience in the finance industry.

8
Megan E. Stearns
CRD#: 6161163
Prudential Tower, 800 Boylston Street, Boston, MA 02199

Megan Stearns (CRD# 6161163) is an Investment Advisor Representative working at Ropes Wealth Advisors in Boston, MA and has over 7 years of experience in the finance industry.

9
Michael J. Stevens
CRD#: 6602569
Prudential Tower, 800 Boylston Street, Boston, MA 02199

Michael Stevens (CRD# 6602569) is an Investment Advisor Representative working at Ropes Wealth Advisors in Boston, MA and has over 4 years of experience in the finance industry.

10
Terrence C. Tedeschi
CRD#: 6743606
Prudential Tower, 800 Boylston Street, Boston, MA 02199

Terrence Tedeschi (CRD# 6743606) is an Investment Advisor Representative working at Ropes Wealth Advisors in Boston, MA and has over 3 years of experience in the finance industry.

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