Boston Business Journal Rounds Up Top 25 Advisory Teams in the Bay State

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GW & Wade Climbs the List of Massachusetts’ Largest Independent Investment Advisers

Certainly the numbers and the growth are affirming. But ultimately it’s the relationships—genuine, longstanding relationships—that are truly rewarding for us

GW & Wade, LLC, a full-service wealth management firm with a long local history, recently captured thirteenth place on Boston Business Journal’s Largest Independent Investment Advisers list, published earlier this year. The ranking looked at Massachusetts advisers exclusively, taking into account their total value of assets under management, while also providing data on winning firms’ total number of accounts managed and total number of Massachusetts employees.

“The BBJ mention marks another point of pride for our team this year,” commented Roger Wade, Co-Founder of the Wellesley-based advisory. “Not only have we climbed two spots since last year—advancing from 15th to 13th place—we’ve grown in a way that’s allowed us to maintain our core values: personalized advice, high-touch service, and exceptional client experiences.”

Since 1996, the Boston Business Journal (BBJ) has compiled a series of Top 25 lists, highlighting Boston-area business leaders in various fields and industries. The complete roster of Massachusetts’ Largest Independent Investment Advisers is available to BBJ subscribers or to those who purchase the list as a CSV file.

“Thirty years ago we were just three guys who believed we could serve families better,” reflected Wade, referencing GW & Wade’s milestone anniversary, which was celebrated this past summer. “The fact that we’ve grown to become such a prominent authority is a testament to the team we’ve assembled and the connections we’ve built along the way. Certainly the numbers and the growth are affirming. But ultimately it’s the relationships—genuine, longstanding relationships—that are truly rewarding for us.”

About GW & Wade
GW & Wade, LLC is an independent, fee-based financial advisory firm, with offices in Wellesley, Massachusetts and Palo Alto, California, specializing in holistic wealth management services primarily for affluent individuals and families. As independent fiduciaries, GW & Wade advisors provide objective advice and sophisticated financial planning strategies—along with helpful insights on everyday financial issues (car purchases, insurance questions, and more). Most importantly, GW & Wade client relationships are built on the promise of trust. Most new clients come to the firm by way of referral, following the strong endorsement of a contact who has experienced the team’s dedication and integrity first hand.

GW & Wade is also a partner firm in the Focus Financial Partners family, a collaborative network of independent, fiduciary wealth management firms. For more information, contact GW & Wade at 877.499.1133 or visit

The Boston Business Journal’s list includes only those firms that are headquartered in Massachusetts. Information is obtained from firm representatives. Firms are ranked based upon assets under management as of June 1, 2016. Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if GW & Wade is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of GW & Wade or its representatives by any of its clients.

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Laurie Wexler Gerber
GW & Wade, LLC
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