RIA Intel›Advisers›Massachusetts›ROPES WEALTH ADVISORS LLC

ROPES WEALTH ADVISORS LLC

Advisory

N·BOSTON, MA

Data as of Jul 28, 2023 · Source: SEC Form ADV

Total AUM

$6.5B

1-Year AUM Growth

-13.8%

3-Year CAGR

+8.6%

Employees

11

Assets Under Management

Total AUM$6.5B

Discretionary AUM$6.2B

Non-Discretionary AUM$248M

Discretionary %96.2%

Total Clients—

Team

Total Employees11

Investment Advisers41

Employee Growth (1Y)—

Filing History

Total Filings on Record20

First FilingAug 15, 2014

Latest FilingJul 28, 2023

🔒 Full AUM trend chart and 20 historical filings spanning 9+ 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 ROPES WEALTH ADVISORS LLC

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