Choate Wealth’s Investment Management team, Choate Investment Advisors, has been ranked among the top 35 of 150 largest fee-only financial planning firms in the U.S. by Financial Planning. Eligible firms operate exclusively on a fee-only model, serve primarily individual or high net worth clients, and have no ties to commission-based activities. The complete list accompanies a feature article entitled, “The oldest RIAs are 85. How did they become a $144T industry?” published on the Financial Planning website on November 18, 2025. Built on more than 100 years of history and experience, Choate Wealth is a fully integrated, high-touch, multi-family office. We provide coordinated and highly personalized advice for high net worth individuals and families on estate, philanthropic, and tax planning, and we offer professional trustee services and independent investment management advice, provided through our subsidiary, Choate Investment Advisors LLC, a SEC-registered investment advisory firm with more than $9.5 billion of assets under management (as of 06.30.25). Financial Planning’s data partner for the RIA Leaders feature, COMPLY, produced the rankings by applying specific criteria to firms’ required SEC Form ADV filings on May 1, 2025: Firms must have zero registered representatives of a broker-dealer. At least 50% of the firm’s clients must be individuals or high net worth individuals. Firms must not list commissions as a compensation arrangement. Firms must have more than zero financial planning clients. Firms must not list commission-taking businesses in “other business activities.” Firms cannot be affiliated under common ownership with commission-taking businesses. In the absence of an official regulatory classification and definition of the titles “financial planner” or “financial advisor,” Financial Planning is using the closest available figure available through Form ADV requiring firms to state the number of employees “registered with one or more state securities authorities as investment adviser representatives.” This ranking does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Choate Wealth did not pay a fee to Financial Planning in exchange for inclusion on the list. Choate Investment Advisors is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Choate Investment Advisors’ investment advisory services can be found in its Form ADV Part 2 and/or Form CRS, which is available upon request.