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Our Awards & Recognition

Boston Private is proud to be recognized as an industry leader by a variety of third-party award programs and rankings.

  • 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
  • 2018, InvestmentNews Largest Fee-Only RIAs, Ranked 30th
  • 2019, Financial Times 401 Top Retirement Advisors, Brian Lopez, Senior Business Development Officer
  • 2019, Global Finance World's Best Private Bank Award, US Regional Award: Best Private Bank in the Northeast
  • 2017, Private Asset Management PAM Awards, Best Multi-Family Office for Client Service
  • 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
  • 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
  • 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
  • 2019, Massachusetts Lawyers Weekly Annual Reader Rankings, 1st Place Attorney Escrow Service
  • 2019, Massachusetts Lawyers Weekly Annual Reader Rankings, 1st Place Private Bank
  • 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
  • 2019, AdvisoryHQ Best Financial Advisors in Boston, Massachusetts
  • 2019, AdvisoryHQ Top Financial Advisors & Wealth Management Firms in New York City
  • 2019, Fernando Award Foundation, Inc. Fernando Awards, Corporate Impact Award
  • 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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