Ropes Wealth Advisors LLC (“Ropes Wealth”), a Boston-based investment advisory firm, was ranked among the top firms on The Boston Business Journal’s annual Largest Independent Investment Advisors in Massachusetts list, reporting $5.12 billion total assets under management as of June 1, 2020. Ropes Wealth Advisors’ ranking jumped this year to 14th out of 25, up from a ranking of 17th in 2019.
The Boston Business Journal also recognized Ropes Wealth as one of the “five biggest gainers” in assets under management growth from 2019. In addition to market performance over the past year, the growth of assets for many of these firms is attributed to acquisitions or lift-outs, whereas Ropes Wealth’s added growth has all been organic. Ropes Wealth’s CEO, Michelle Knight is very proud of this recognition noting, “There is no greater compliment than our current clients continuing to entrust us with additional assets and recommend us to their friends and family.”
Ropes Wealth is a trusted partner for families and institutions navigating today’s complex and ever-shifting investment, estate planning, and tax world. Its mission is to dedicate all of its resources toward preserving and enhancing the wealth and legacy of the clients it serves. Ropes Wealth manages investments and financial planning often in close coordination with each client’s legal and tax advisors as they assist with gift and estate planning, prepare tax returns, consult on philanthropic transfers, and provide trustee and other fiduciary services.
Important Disclosures: The Boston Business Journal's annual list of largest independent advisers is ranked by total assets under management as of 6/1/2020. Information for the ranking was obtained from firm representatives. The list includes firms headquartered in Massachusetts. No fees were paid by any individual or third party in order for Ropes Wealth to participate or be selected for these rankings. The results of these rankings should not be interpreted as reflecting the approval or disapproval of Ropes Wealth’s services by clients, and is not intended to be indicative of or a promise of future performance.
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