RIA Intel›Advisers›Massachusetts›WELCH & FORBES LLC

WELCH & FORBES LLC

Advisory

N·BOSTON, MA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM

$9.9B

1-Year AUM Growth

+16.1%

3-Year CAGR

+8.1%

Employees

12

Assets Under Management

Total AUM$9.9B

Discretionary AUM$9.7B

Non-Discretionary AUM$243M

Discretionary %97.5%

Total Clients705

Team

Total Employees12

Investment Advisers55

Employee Growth (1Y)-7.7%

Filing History

Total Filings on Record36

First FilingAug 27, 2001

Latest FilingMar 18, 2026

🔒 Full AUM trend chart and 36 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 WELCH & FORBES LLC

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