Press Release: Boston Business Journal Rounds Up Top 25 Advisory Teams in the Bay State

Monday, November 28, 2016

WELLESLEY, MA -– GW & Wade, LLC, a full-service wealth management firm with a long local history, recently captured thirteenth place on Boston Business Journal’s Largest Independent Investment Advisers list, published earlier this year. The ranking looked at Massachusetts advisers exclusively, taking into account their total value of assets under management, while also providing data on winning firms’ total number of accounts managed and total number of Massachusetts employees.

“The BBJ mention marks another point of pride for our team this year,” commented Roger Wade, Co-Founder of the Wellesley-based advisory. “Not only have we climbed two spots since last year—advancing from 15th to 13th place—we’ve grown in a way that’s allowed us to maintain our core values: personalized advice, high-touch service, and exceptional client experiences.”

Read the full press release here

About GW & Wade

GW & Wade, LLC is an independent, fee-based financial advisory firm, with offices in Wellesley, MA and Palo Alto, CA. Since 1986, GW & Wade has served successful individuals and their families, providing extensive expertise in tax planning, investment management, retirement and estate planning. GW & Wade also provides personal financial counseling for the executive management teams of public and private companies.

More information on the company can be found at

More information on the rankings can be found at


Neil Goldberg, Principal


The Boston Business Journal’s list includes only those firms that are headquartered in Massachusetts. Information is obtained from firm representatives. Firms are ranked based upon assets under management as of June 1, 2016. Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if GW & Wade is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of GW & Wade or its representatives by any of its clients.