Welch & Forbes LLC
Boston, MA·SEC-registered · CRD #115119
Welch & Forbes LLC is an SEC-registered investment advisory firm in Boston, MA managing $9.9B across 3.8k client accounts, with 12 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$9.9B
Client accounts
3.8k
Advisory staff
12
Fee model
Fee-based
How Welch & Forbes LLC 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.
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Common questions about Welch & Forbes LLC
How much does Welch & Forbes LLC manage?
Per its most recent SEC Form ADV filing (05/19/2026), Welch & Forbes LLC reports $9.9B in regulatory assets under management across roughly 3.8k client accounts.
How does Welch & Forbes LLC charge?
Welch & Forbes LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Welch & Forbes LLC a fiduciary?
Yes. Welch & Forbes LLC is registered with the U.S. Securities and Exchange Commission (CRD #115119), 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 Welch & Forbes LLC 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 Welch & Forbes LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Welch & Forbes LLC's public SEC Form ADV filing (CRD #115119, filed 05/19/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Welch & Forbes LLC. 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 Welch & Forbes LLC? Claim this profile.