Choate Investment Advisors
Boston, MA·SEC-registered · CRD #106109
Choate Investment Advisors is an SEC-registered investment advisory firm in Boston, MA managing $10B across 4.1k client accounts, with 20 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$10B
Client accounts
4.1k
Advisory staff
20
Fee model
Fee-based
How Choate Investment Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL CHOATE INVESTMENT ADVISORS
See how Choate compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Choate Investment Advisors. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Choate Investment Advisors? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Choate Investment Advisors
How much does Choate Investment Advisors manage?
Per its most recent SEC Form ADV filing (03/30/2026), Choate Investment Advisors reports $10B in regulatory assets under management across roughly 4.1k client accounts.
How does Choate Investment Advisors charge?
Choate Investment Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Choate Investment Advisors a fiduciary?
Yes. Choate Investment Advisors is registered with the U.S. Securities and Exchange Commission (CRD #106109), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Choate Investment Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Choate Investment Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Boston, MA
Profile compiled from Choate Investment Advisors's public SEC Form ADV filing (CRD #106109, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Choate Investment Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Choate Investment Advisors? Claim this profile.