ROPES WEALTH ADVISORS LLC
Legal name: ROPES WEALTH ADVISORS
CRD #168615 SEC #801-80238 BOSTON, MA 617-235-4260
SEC Registered
Total AUM
$6.5B
Discretionary
$6.2B
Employees
41
Clients
101
Accounts
3,632
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2023 | $6.5B | $6.2B | $248.3M | 41 | 0 |
| Mar 2023 | $6.5B | $6.2B | $248.3M | 41 | 0 |
| Mar 2022 | $7.5B | $7.3B | $181.2M | 37 | 0 |
| Mar 2021 | $6.3B | $6.2B | $139.1M | 33 | 0 |
| Dec 2020 | $5B | $4.9B | $130.6M | 36 | 0 |
| Jun 2020 | $5B | $4.9B | $130.6M | 36 | 0 |
| Mar 2020 | $5B | $4.9B | $130.6M | 36 | 0 |
| Feb 2020 | $4.3B | $4.1B | $138.8M | 34 | 0 |
| Mar 2019 | $4.3B | $4.1B | $138.8M | 34 | 0 |
| Mar 2018 | $3.8B | $3.7B | $138.8M | 19 | 0 |
| Sep 2017 | $3.1B | $2.9B | $163.5M | 19 | 1,000 |
| Jan 2017 | $3.1B | $2.9B | $163.5M | 19 | 1,000 |
| Sep 2016 | $2.8B | $2.7B | $149.9M | 18 | 700 |
| Mar 2016 | $2.8B | $2.7B | $149.9M | 18 | 700 |
| Oct 2015 | $2.7B | $2.4B | $323M | 10 | 500 |
| Jan 2015 | $2.7B | $2.4B | $323M | 10 | 500 |
| Jan 2015 | $2.7B | $2.4B | $323M | 10 | 500 |
| Jan 2015 | $2.7B | $2.4B | $323M | 10 | 500 |
DateJul 2023
Total AUM$6.5B
Discretionary$6.2B
Non-Disc.$248.3M
Employees41
Clients0
DateMar 2023
Total AUM$6.5B
Discretionary$6.2B
Non-Disc.$248.3M
Employees41
Clients0
DateMar 2022
Total AUM$7.5B
Discretionary$7.3B
Non-Disc.$181.2M
Employees37
Clients0
DateMar 2021
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$139.1M
Employees33
Clients0
DateDec 2020
Total AUM$5B
Discretionary$4.9B
Non-Disc.$130.6M
Employees36
Clients0
DateJun 2020
Total AUM$5B
Discretionary$4.9B
Non-Disc.$130.6M
Employees36
Clients0
DateMar 2020
Total AUM$5B
Discretionary$4.9B
Non-Disc.$130.6M
Employees36
Clients0
DateFeb 2020
Total AUM$4.3B
Discretionary$4.1B
Non-Disc.$138.8M
Employees34
Clients0
DateMar 2019
Total AUM$4.3B
Discretionary$4.1B
Non-Disc.$138.8M
Employees34
Clients0
DateMar 2018
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$138.8M
Employees19
Clients0
DateSep 2017
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$163.5M
Employees19
Clients1,000
DateJan 2017
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$163.5M
Employees19
Clients1,000
DateSep 2016
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$149.9M
Employees18
Clients700
DateMar 2016
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$149.9M
Employees18
Clients700
DateOct 2015
Total AUM$2.7B
Discretionary$2.4B
Non-Disc.$323M
Employees10
Clients500
DateJan 2015
Total AUM$2.7B
Discretionary$2.4B
Non-Disc.$323M
Employees10
Clients500
DateJan 2015
Total AUM$2.7B
Discretionary$2.4B
Non-Disc.$323M
Employees10
Clients500
DateJan 2015
Total AUM$2.7B
Discretionary$2.4B
Non-Disc.$323M
Employees10
Clients500