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| Ropes Wealth Advisors LLC
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|---|---|
| CRD # | 168615 |
| SEC # | 801-80238 |
| CIK # | 0001641652 |
| AUM | $6.5 BB (2023-03-30) |
| Employees | 41 (27% Investors, 0% Brokers) |
| Phone | 617-235-4260 |
| Address | Prudential Tower Boston, MA 02199-3600 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001641652 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Microsoft Corp | 1,918,222.4 | 32.8 | |
| Apple Inc | 2,382,844.0 | 32.0 | |
| Exxon Mobil Corp | 385,508.3 | 13.2 | |
| Procter & Gamble Co | 338,108.9 | 10.3 | |
| Johnson & Johnson | 465,600.2 | 9.8 | |
| FPL Group Inc | 150,166.4 | 9.7 | |
| Amazon Com Inc | 1,092,997.8 | 9.4 | |
| J P Morgan Chase & Co | 340,169.2 | 8.8 | |
| Pfizer Inc | 284,248.0 | 8.7 | |
| PepsiCo Inc | 226,773.9 | 7.7 | |
| Alphabet Inc | 1,475,138.5 | 6.9 | |
| Home Depot Inc | 277,648.0 | 6.9 | |
| Automatic Data Processing Inc | 89,423.0 | 6.5 | |
| AbbVie Inc | 269,466.6 | 6.0 | |
| Canadian National Railway Co | 76,730.1 | 5.7 | |
| International Business Machines Corp | 127,593.9 | 5.2 | |
| Air Products & Chemicals Inc /DE/ | 53,782.2 | 4.6 | |
| SPDR Gold Trust | 4.6 | ||
| Nextera Energy Partners LP | 6,297.9 | 4.6 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 405 | 0.1 |
| (b) Individuals (high net worth individuals) | 921 | 5.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.4 |
| (h) Charitable organizations | 20 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,632 | 6.5 |
| By Discretionary | ||
| Discretionary | 3,573 | 6.2 |
| Non-Discretionary | 59 | 0.2 |
| Total | 3,632 | 6.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.4 | |
| Total | 3,632 | 6.5 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001641652] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
McMorgan & Company LLC
✚
|
CA | 6.6 |
|
James Hambro & Partners LLP
✚
|
6.6 | |
|
Clarkston Capital Partners LLC
✚
|
MI | 6.5 |
|
Sammons Financial Group Asset Management LLC
✚
|
IA | 6.5 |
|
Symmetry Partners LLC
✚
|
CT | 6.5 |
|
Gofen and Glossberg LLC
✚
|
IL | 6.5 |
|
DF Dent and Company Inc
✚
|
MD | 6.5 |
|
Adviser Investments LLC
✚
|
MA | 6.4 |
|
Prowell Financial Management LLC
✚
|
PA | 6.4 |
|
Greycourt & Co Inc
✚
|
PA | 6.4 |