Ropes Wealth Advisors

Ropes Wealth Advisors (CRD# 168615) is a financial advisory firm headquartered in Boston, MA. They manage $2,822,324,427 in 2,102 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,822
    MILLION
  • Total Number of Accounts
    2,102
    ACCOUNTS
  • Average Account Value
    $1,342,685
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, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, 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 Ropes Wealth Advisors
Showing 1 - 8 of 8 top financial advisors.
1
Joseph E. Powers
CRD#: 6040929
Prudential Tower, 800 Boylston Street, Boston, MA 02199
98
Wealthminder
score

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.

2
Sharon Phelan
CRD#: 4650261
Prudential Tower, 800 Boylston Street, Boston, MA 02199
96
Wealthminder
score

Sharon Phelan (CRD# 4650261) is an Investment Advisor Representative working at Ropes Wealth Advisors in Boston, MA and has over 11 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.

3
Timothy J. Kaijala
CRD#: 5850464
Prudential Tower, 800 Boylston Street, Boston, MA 02199
93
Wealthminder
score

Timothy Kaijala (CRD# 5850464) is an Investment Advisor Representative working at Ropes Wealth Advisors in Boston, MA and has over 5 years of experience in the finance industry.

4
Michelle A. Knight
CRD#: 2866359
Prudential Tower, 800 Boylston Street, Boston, MA 02199
93
Wealthminder
score

Michelle Knight (CRD# 2866359) is an Investment Advisor Representative working at Ropes Wealth Advisors in Boston, MA and has over 8 years of experience in the finance industry.

5
Francis J. Sennott
CRD#: 1527341
Prudential Tower, 800 Boylston Street, Boston, MA 02199
93
Wealthminder
score

Francis Sennott (CRD# 1527341) is an Investment Advisor Representative working at Ropes Wealth Advisors in Boston, MA and has over 16 years of experience in the finance industry.

6
Michael J. Stevens
CRD#: 6602569
Prudential Tower, 800 Boylston Street, Boston, MA 02199
90
Wealthminder
score

Michael Stevens (CRD# 6602569) is an Investment Advisor Representative working at Ropes Wealth Advisors in Boston, MA and has 1 year of experience in the finance industry.

7
Winfield C. Grimm
CRD#: 6599478
Prudential Tower, 800 Boylston Street, Boston, MA 02199
87
Wealthminder
score

Winfield Grimm (CRD# 6599478) is an Investment Advisor Representative working at Ropes Wealth Advisors in Boston, MA and has 1 year of experience in the finance industry.

8
Robert N. Shapiro
CRD#: 6438074
Prudential Tower, 800 Boylston Street, Boston, MA 02199
87
Wealthminder
score

Robert Shapiro (CRD# 6438074) is an Investment Advisor Representative working at Ropes Wealth Advisors in Boston, MA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.