Ropes Wealth Advisors LLC

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Ropes Wealth Advisors LLC
CRD #168615
SEC #801-80238
CIK #
AUM $5.0 BB (82% Disc, 99% US, 2020-03-27)
Employees34 (29% Investors, 0% Brokers)
Phone617-235-4260
AddressPrudential Tower
Boston, MA 02199-3600
Source [IAPD] [Website]
Total AUM ($BB)
10.08.06.04.02.00.02010201320172021
Sector Issuer Cap ($MM) Value ($MM)
MSFT 1,376,930.0 15.2
EFA 12.5
XOM 194,220.0 11.6
AAPL 1,372,810.0 10.8
JNJ 381,110.0 10.1
JPM 291,970.0 9.6
PFE 208,250.0 9.3
PG 277,350.0 6.1
SCZ 6.0
AMZN 1,207,970.0 5.9
View All
Holdings by Sector ($)
0.40.30.20.20.10.02015201620182020
Comparable Firms State AUM ($BB)
Coyle Jeffery Lee
CA 5.1
Fiduciary Trust International Ltd
5.1
Orgel Wealth Management LLC
WI 5.1
Alken Asset Management LLP
5.1
BMO Harris Investment Management Inc
5.0
van Berkom and Associates Inc
5.0
Fiduciary Investment Advisors LLC
CT 5.0
Gofen and Glossberg LLC
IL 5.0
Gannett Welsh & Kotler Inc
MA 5.0
HSBC Halbis Partners USA Inc
NY 4.9
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