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Request a Free TrialFirm Details
- Custodian
- Reliance Trust Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-31-2001
- Office Locations
- 1
Office Locations
About Welch & Forbes LLC
Boston-based Welch & Forbes provides investment portfolio management alongside trust & fiduciary, tax, estate planning/settlement, financial planning, and philanthropy services for retail and institutional clients, including business owners and entrepreneurs. Public profile data indicates portfolios are heavily ETF-oriented with an asset-allocation focus, and the firm publishes regular investment review and economic outlook commentary.
Reported data analysis
What the numbers show
Between March 19, 2025 and May 19, 2026, reported AUM increased 8.1%, from $9.2B to $9.9B.
Across 5 reported observations, AUM increased 26.9% between March 31, 2022 and May 19, 2026, from $7.8B to $9.9B.
Of the latest reported AUM, 97.5% is discretionary and 2.5% is non-discretionary.
The firm reports 12 advisory representatives and 699 clients, or 58.3 clients per representative. That equates to $14.2M in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on May 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Welch & Forbes LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TODD R JUNDI
Chief Compliance Officer, SENIOR VICE PRESIDENT, Vice President
- CRD
- --
- Ownership
- Less than 5%
THEODORE EDWARD OBER
EXECUTIVE VICE PRESIDENT, Vice President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
Unlock allContacts
BRYAN JOHN CIBOROWSKI
Director of Client Development
- CRD
- #5563725
NAOMI THERESA D'ALESSANDRO
Portfolio Manager
- CRD
- #4393565
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,660,612,610 | $2,618,052 |
| Non-Discretionary | $242,852,142 | $5,519,367 |
| Total | $9,903,464,752 | $2,652,240 |
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Separately Managed Accounts
SMA allocation detail is available
Welch & Forbes LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Welch & Forbes LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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