← Tributary

CHOATE INVESTMENT ADVISORS

BOSTON, MA · CRD 106109 · IAPD ↗ · choatewealth.com · 617-973-4900

$10.05BRegulatory AUM
20Advisory reps
34Employees
0Clients
51-100Planning clients
3Private funds
29States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
April 2026 — CHOATE INVESTMENT ADVISORS changed its website from choateia.com to choatewealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2025 — CHOATE INVESTMENT ADVISORS notice-filed in GA, MT, NE, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
April 2025 — CHOATE INVESTMENT ADVISORS reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2024 — CHOATE INVESTMENT ADVISORS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2024 — CHOATE INVESTMENT ADVISORS reported RAUM up 43% ($5.25B -> $7.50B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
74
April 2024 — CHOATE INVESTMENT ADVISORS grew from 13 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.