AdvisorCensus / Financial advisors / Massachusetts / Boston, MA / SEI Private Trust Company
Financial advisors in Boston, MA using SEI Private Trust Company
3 SEC-registered investment advisory firms headquartered in the Boston, MA metro area name SEI Private Trust Company as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Choate Investment Advisors | Boston | SEC-registered investment adviser | Over $5 billion |
| J.M. Forbes & Co. LLP | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Nichols & Pratt Advisers LLP | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. SEI Private Trust Company nationwide
Cite this page
AdvisorCensus. Financial advisors in Boston, MA using SEI Private Trust Company. https://advisorcensus.com/advisors/ma/boston/custodians/sei-private-trust https://advisorcensus.com/advisors/ma/boston/custodians/sei-private-trust