RIA Intel›Advisers›Massachusetts›CHOATE INVESTMENT ADVISORS LLC

CHOATE INVESTMENT ADVISORS LLC

Advisory

N·BOSTON, MA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$10.0B

1-Year AUM Growth

+42.7%

3-Year CAGR

+9.3%

Employees

20

Assets Under Management

Total AUM$10.0B

Discretionary AUM$9.3B

Non-Discretionary AUM$777M

Discretionary %92.3%

Total Clients657

Team

Total Employees20

Investment Advisers34

Employee Growth (1Y)+30.8%

Filing History

Total Filings on Record47

First FilingJan 19, 2001

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 47 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CHOATE INVESTMENT ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.