Welch & Forbes LLC

Welch & Forbes LLC (CRD# 115119) is a financial advisory firm headquartered in Boston, MA. They manage $3,947,980,781 in 2,548 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,948
    MILLION
  • Total Number of Accounts
    2,548
    ACCOUNTS
  • Average Account Value
    $1,549,443
Compensation Options
  • A percentage of assets under your management
  • 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
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.

CA, CO, CT, DC, FL, MA, MD, ME, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VT, WA

Financial Advisors at Welch & Forbes LLC
No Advisor Found.
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