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Our Awards & Recognition

Boston Private is proud to be recognized as an industry leader by a variety of trusted news outlets and industry groups.

Financial Times Logo
  • 2020, Financial Times Top 300 RIAs
  • 2019, Financial Times 401 Top Retirement Advisors, Brian Lopez, Senior Business Development Officer
  • 2020, Barron’s 100 Best RIA Firms in America, Ranked 18th
FA logo
  • 2020, Financial Advisor RIA Ranking, Ranked 24th
Investment News Logo
  • 2020, InvestmentNews Largest Fee-Only RIAs, Ranked 9th
  • 2019, InvestmentNews Largest Fee-Only RIAs, Ranked 23rd
  • 2019, Largest Fee-Only RIAs by State
  • 2018, InvestmentNews 40 Under 40, Kathleen Kenealy, Senior Wealth Advisor
Global Finance Logo
  • 2019, Global Finance World's Best Private Bank Award, US Regional Award: Best Private Bank in the Northeast
Private Asset Management
  • 2017, Private Asset Management PAM Awards, Best Multi-Family Office for Client Service
Institutional Investor
  • 2018, Institutional Investor All-America Executive Team, “Best IR Professional” in Buy-Side and Overall categories for Small Cap Financial Institutions and Buy-Side category for Midcap & Small Cap Banks, Adam Bromley, Director of Investor Relations
BBJ Logo
  • 2020, Boston Business Journal Top Corporate Charitable Contributors, Ranked 67th
  • 2020, Boston Business Journal Largest Independent Investment Advisers in Massachusetts, Ranked 6th
  • 2020, Boston Business Journal Largest Public Companies in Massachusetts, Ranked 98th
  • 2019, Boston Business Journal Largest Corporate Contributors in Massachusetts, Ranked 66th
  • 2019, Boston Business Journal Largest Independent Investment Advisors in Massachusetts, Ranked 9th
  • 2018, Boston Business Journal Largest Corporate Contributors in Massachusetts, Ranked 70th
  • 2017, Boston Business Journal Largest Corporate Contributors in Massachusetts, Ranked 73rd
SF Business Times Logo
  • 2020, San Francisco Business Times Top Corporate Philanthropists
Banker & Tradesman Logo
  • 2019, Banker & Tradesman Top Residential Lenders, 4th Place Bank in ARM by Dollar Volume of Loans
  • 2018, Banker & Tradesman Top Lenders, Condo Mortgages by Volume of Loans
Mass Lawyers Weekly logo
  • 2020, Massachusetts Lawyers Weekly Annual Reader Rankings, 1st Place Private Bank
  • 2020, Massachusetts Lawyers Weekly Annual Reader Rankings, 1st Place Attorney Escrow Service
Banking Choice Logo
  • 2019, Banking New England Banking Choice Awards, 2nd Place in Regional Customer Service for Greater Boston
  • 2019, Banking New England Women of FIRE, Kathleen Kenealy, Senior Wealth Advisor
Advisory HQ Logo
  • 2020, AdvisoryHQ Best Financial Advisors in Boston, Massachusetts
  • 2020, AdvisoryHQ Top Financial Advisors in New York City
  • 2019, AdvisoryHQ Best Financial Advisors in Boston, Massachusetts
  • 2019, AdvisoryHQ Top Financial Advisors in New York City
Fernando Logo
  • 2019, Fernando Award Foundation, Inc. Fernando Awards, Corporate Impact Award
NAPA Logo
  • 2019, National Association of Plan Advisors Top DC Advisor Teams

Third-party rankings and recognition from ratings services, or publications, are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client and they are not representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the adviser. Each reprint or e-print has its own unique disclosures related to the criteria and requirements for receiving such award and it is important for clients to understand this when evaluating Boston Private Wealth LLC (BPW) and its associated persons. Read more about award descriptions and criteria.

Although BPW and its advisors do not pay fees for awards or ranking, there are instances where BPW will pay for reprints or advertising after receiving recognition. This represents a conflict of interest for the firm issuing the award or ranking, however, BPW believes the awards and rankings advertised are bona fide.

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