Data, per the BBJ survey request, is as of June 1, 2022, except for the following: Data for Fiduciary Trust Co., Welch & Forbes and Trillium Asset Management is as of 3/31/2022; data for Sentinel Pension Advisors and Eastern Bank/Eastern Wealth Management is as of 12/31/2022; for Wellesley Asset Management, AUM data is as of 4/30/2022.
Largest Independent Investment Advisers in Massachusetts
