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CHOATE INVESTMENT ADVISORS
Legal name: CHOATE INVESTMENT ADVISORS LLC
CRD 106109File 801-53321
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$10.05B
Top 10% of cohort (national)
Discretionary AUM
$9.27B
Non-discretionary $776.9M
Clients
653
4,009 accounts
Employees
34
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 29, 1996
- Principal office
- TWO INTERNATIONAL PLACE, SUITE 3000, BOSTON, MA, 02110
- Phone
- 617-973-4900
- Website
- HTTP://WWW.CHOATEWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.05B
- Discretionary AUM
- $9.27B
- Non-discretionary AUM
- $776.9M
- Discretionary accounts
- 3,887
- Non-discretionary accounts
- 122
- Total accounts
- 4,009
- AUM per client
- $15.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 36 | $544.0M |
| High net worth individuals | 519 | $9.37B |
| Pooled investment vehicles | 3 | $88.1M |
| Individuals (other than high net worth individuals) | 95 | $45.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 23 | 34 | increased by11 |
| Apr 1, 2026 | Clients | 657 | 653 | decreased by4 |
| Apr 1, 2026 | AUM | $8,875,554,325 | $10,047,919,310 | increased by$1,172,364,985 |
| Apr 1, 2026 | Accounts | 3,850 | 4,009 | increased by159 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 23 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 389 | 657 | increased by268 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,586,981,380 | $8,875,554,325 | increased by$2,288,572,945 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,536 | 3,850 | increased by1,314 |
| Apr 1, 2022 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2022 | Clients | 388 | 389 | increased by1 |
| Apr 1, 2022 | AUM | $5,740,825,671 | $6,586,981,380 | increased by$846,155,709 |
| Apr 1, 2022 | Accounts | 2,382 | 2,536 | increased by154 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHOATE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHOATE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.