# ROPES WEALTH ADVISORS LLC

ROPES WEALTH ADVISORS LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 168615
- Type: SEC-registered investment adviser
- SEC file number: 801-80238
- Location: PRUDENTIAL TOWER, 800 BOYLSTON STREET, BOSTON, MA, 02199-3600
- Phone: 617-235-4260
- Latest filing: 2023-07-28
- Regulatory AUM: $6.5B
- Discretionary AUM: $6.2B
- Non-discretionary AUM: $248.3M
- Clients: 41
- Accounts: 3,632

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| HALL MICHAEL ANTHONY | MANAGEMENT COMMITTEE MEMBER | — |
| WIENER DANIEL PHILIP | MANAGER | — |
| LOWELL JAMES HALE | MANAGER | — |
| HALE MARTIN | MANAGEMENT COMMITTEE MEMBER | — |
| FAZIO KRISTIN DIBARNABA | CHIEF COMPLIANCE OFFICER | — |
| KNIGHT MICHELLE ANN | CHIEF EXECUTIVE OFFICER AND CHIEF ECONOMIST; CHIEF INVESTMENT OFFICER, CHIEF ECONOMIST; PRESIDENT AND CHIEF ECONOMIST | — |
| SHAPIRO ROBERT NEWMAN | CHIEF EXECUTIVE OFFICER; MANAGEMENT COMMITTEE CHAIR | — |
| SIMONS HUGH ANTHONY | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, MANAGEMENT COMMITTEE MEMBER | — |
| SHIRLEY STEPHEN RILEY | CHIEF COMPLIANCE OFFICER | — |
| KNIGHT MICHELLE A | CHIEF INVESTMENT OFFICER, CHIEF ECONOMIST | — |
| SHAPIRO ROBERT N | MANAGEMENT COMMITTEE CHAIR | — |
| POWERS JOSEPH EDMUND | CHIEF INVESTMENT OFFICER | — |
| Hamilton Matthew Guy | MANAGER | — |
| Yadlapati Vamsi Krishna | MANAGER | — |
| JURMAN CHELSEA LYNN | MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168615/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168615/similar
- Related entities: https://search.stillhousedata.com/firm/168615/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168615

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.