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WELCH & FORBES LLC

BOSTON, MA · CRD 115119 · IAPD ↗ · welchforbes.com · 617-523-1635

$9.90BRegulatory AUM
12Advisory reps
55Employees
0Clients
51-100Planning clients
2Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
June 2026 — WELCH & FORBES LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2025 — WELCH & FORBES LLC notice-filed in AZ, MT, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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