Choate Investment Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 30, 2026, reports $10.0B in regulatory assets under management, 34 employees, and 4,009 accounts.
Assets Under Management
$10.0B
Employees
34
Offices
--
Total Clients
653
Primary office
BOSTON, MA
TWO INTERNATIONAL PLACE, SUITE 3000, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 79.5% of total clients.
Top client categories% of clientsClients
1
HNWI
79.5%
519
2
Individuals
14.5%
95
3
Charitable
5.5%
36
4
Pooled Investment Vehicles
0.5%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10.0Bas of March 30, 2026
Discretionary92.3%
$9.3B
92% of total RAUM92.3%
Non-discretionary7.7%
$777M
8% of total RAUM7.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$10.0B
Total Accounts4,009
10Y AUM Change+$6.3B (+165.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees34
Clients per Employee19:1
10Y Employee Change+24 (+240.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.