Adviser Investments and Ropes Wealth Advisors are combining their wealth management businesses to create an advisory firm providing customized wealth solutions.
Adviser Investments is an independent registered investment adviser (RIA) that serves families, businesses, foundations and institutions. Ropes Wealth Advisors is an RIA supporting families, trusts and institutions.
Together, Adviser and Ropes Wealth manage nearly $15 billion in client assets and have more than 185 employees, including wealth advisers, portfolio managers, fiduciary and financial planning specialists, and client service professionals catering to high-net-worth and ultra-high-net-worth clients nationwide. Their services span the full range of wealth management needs, including financial, tax and estate planning, as well as institutional-quality investment management within public and private markets and across active, passive and tactical investment strategies.
“We're thrilled to partner