WELCH & FORBES LLC
CRD #115119 SEC #801-60532 BOSTON, MA 617-523-1635
SEC Registered Private Funds
Total AUM
$9.2B
Discretionary
$8.9B
Employees
56
Clients
101
Accounts
3,620
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $9.2B | $8.9B | $243.7M | 56 | 0 |
| Mar 2024 | $7.9B | $7.7B | $232.5M | 55 | 0 |
| Jan 2024 | $6.8B | $6.6B | $195.6M | 53 | 0 |
| Jan 2024 | $6.8B | $6.6B | $195.6M | 53 | 0 |
| Mar 2023 | $6.8B | $6.6B | $195.6M | 53 | 0 |
| Mar 2022 | $7.8B | $7.6B | $242.9M | 56 | 0 |
| Mar 2022 | $7.8B | $7.6B | $242.9M | 56 | 0 |
| Mar 2022 | $7.8B | $7.6B | $242.9M | 56 | 0 |
| Mar 2021 | $6.3B | $6B | $268.2M | 56 | 0 |
| Jun 2020 | $5.6B | $5.3B | $328.6M | 54 | 0 |
| Mar 2020 | $5.6B | $5.3B | $328.6M | 54 | 0 |
| Mar 2019 | $4.6B | $4.3B | $284.7M | 55 | 0 |
| Mar 2018 | $4.9B | $4.6B | $308.8M | 56 | 0 |
| Aug 2017 | $4.2B | $4B | $285.8M | 52 | 800 |
| Mar 2017 | $4.2B | $4B | $285.8M | 52 | 800 |
| Mar 2016 | $3.9B | $3.7B | $286.8M | 56 | 800 |
| Mar 2015 | $4.2B | $3.8B | $351.7M | 53 | 800 |
| Mar 2014 | $3.9B | $3.6B | $354.8M | 53 | 800 |
| Mar 2013 | $3.4B | $3B | $333.6M | 52 | 800 |
| Jan 2013 | $3.2B | $2.9B | $316M | 52 | 800 |
| Jan 2013 | $3.2B | $2.9B | $316M | 52 | 800 |
| Mar 2012 | $3.2B | $2.9B | $316M | 51 | 800 |
| Mar 2011 | $3.2B | $2.8B | $349.3M | 51 | -- |
| Oct 2010 | $3B | $2.7B | $365.2M | 51 | -- |
| Mar 2008 | $3.9B | $3.4B | $476.2M | 51 | -- |
| Mar 2007 | $3.9B | $3.4B | $542.7M | 51 | -- |
| Jan 2004 | $4B | $4B | $0 | 51 | -- |
| Dec 2003 | $3.4B | $3.4B | $0 | 51 | -- |
| Apr 2002 | $4B | $4B | $0 | 51 | -- |
| Aug 2001 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$9.2B
Discretionary$8.9B
Non-Disc.$243.7M
Employees56
Clients0
DateMar 2024
Total AUM$7.9B
Discretionary$7.7B
Non-Disc.$232.5M
Employees55
Clients0
DateJan 2024
Total AUM$6.8B
Discretionary$6.6B
Non-Disc.$195.6M
Employees53
Clients0
DateJan 2024
Total AUM$6.8B
Discretionary$6.6B
Non-Disc.$195.6M
Employees53
Clients0
DateMar 2023
Total AUM$6.8B
Discretionary$6.6B
Non-Disc.$195.6M
Employees53
Clients0
DateMar 2022
Total AUM$7.8B
Discretionary$7.6B
Non-Disc.$242.9M
Employees56
Clients0
DateMar 2022
Total AUM$7.8B
Discretionary$7.6B
Non-Disc.$242.9M
Employees56
Clients0
DateMar 2022
Total AUM$7.8B
Discretionary$7.6B
Non-Disc.$242.9M
Employees56
Clients0
DateMar 2021
Total AUM$6.3B
Discretionary$6B
Non-Disc.$268.2M
Employees56
Clients0
DateJun 2020
Total AUM$5.6B
Discretionary$5.3B
Non-Disc.$328.6M
Employees54
Clients0
DateMar 2020
Total AUM$5.6B
Discretionary$5.3B
Non-Disc.$328.6M
Employees54
Clients0
DateMar 2019
Total AUM$4.6B
Discretionary$4.3B
Non-Disc.$284.7M
Employees55
Clients0
DateMar 2018
Total AUM$4.9B
Discretionary$4.6B
Non-Disc.$308.8M
Employees56
Clients0
DateAug 2017
Total AUM$4.2B
Discretionary$4B
Non-Disc.$285.8M
Employees52
Clients800
DateMar 2017
Total AUM$4.2B
Discretionary$4B
Non-Disc.$285.8M
Employees52
Clients800
DateMar 2016
Total AUM$3.9B
Discretionary$3.7B
Non-Disc.$286.8M
Employees56
Clients800
DateMar 2015
Total AUM$4.2B
Discretionary$3.8B
Non-Disc.$351.7M
Employees53
Clients800
DateMar 2014
Total AUM$3.9B
Discretionary$3.6B
Non-Disc.$354.8M
Employees53
Clients800
DateMar 2013
Total AUM$3.4B
Discretionary$3B
Non-Disc.$333.6M
Employees52
Clients800
DateJan 2013
Total AUM$3.2B
Discretionary$2.9B
Non-Disc.$316M
Employees52
Clients800
DateJan 2013
Total AUM$3.2B
Discretionary$2.9B
Non-Disc.$316M
Employees52
Clients800
DateMar 2012
Total AUM$3.2B
Discretionary$2.9B
Non-Disc.$316M
Employees51
Clients800
DateMar 2011
Total AUM$3.2B
Discretionary$2.8B
Non-Disc.$349.3M
Employees51
Clients--
DateOct 2010
Total AUM$3B
Discretionary$2.7B
Non-Disc.$365.2M
Employees51
Clients--
DateMar 2008
Total AUM$3.9B
Discretionary$3.4B
Non-Disc.$476.2M
Employees51
Clients--
DateMar 2007
Total AUM$3.9B
Discretionary$3.4B
Non-Disc.$542.7M
Employees51
Clients--
DateJan 2004
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees51
Clients--
DateDec 2003
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees51
Clients--
DateApr 2002
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees51
Clients--
DateAug 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--