FIRM PROFILE

WELCH & FORBES LLC

CRD 115119 · Source month: August 2026

Reported business facts

CRD number: 115119Reported in SEC monthly data
Legal name: WELCH & FORBES LLCReported in SEC monthly data
Regulatory assets under management: $9,903,464,752.00Reported in SEC monthly data
Employees: 55Reported in SEC monthly data
Employees performing advisory functions: 12Reported in SEC monthly data
Individual clients (other than high net worth): 165Reported in SEC monthly data
High net worth individual clients: 478Reported in SEC monthly data
Banking or thrift institution clients: Not reportedObserved missing state
Investment company clients: Not reportedObserved missing state
Business development company clients: Not reportedObserved missing state
Other pooled investment vehicle clients: 2Reported in SEC monthly data
Pension and profit-sharing plan clients: 4Reported in SEC monthly data
Charitable organization clients: 26Reported in SEC monthly data
State or municipal government clients: Not reportedObserved missing state
Other investment adviser clients: 2Reported in SEC monthly data
Insurance company clients: Not reportedObserved missing state
Sovereign wealth fund or foreign official clients: Not reportedObserved missing state
Corporation or other business clients: 22Reported in SEC monthly data
Other clients: Not reportedObserved missing state

Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.

Sources and verification

SEC monthly adviser data →

View current official adviser record →

This directory uses monthly snapshots. The current official record may contain newer filings or registration information.

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