Chesley, Taft & Associates among Top 200 firms participating in Financial Advisor Magazine's 2026 RIA Survey & Ranking

"Once again, Chesley, Taft & Associates is honored to be included in this list of the nation's largest investment advisors. We are grateful for the client relationships we've built over the last twenty-five years and remain committed to providing thoughtful investment advice and personalized service."  

- Faris F. Chesley, Chairman

As an independent, employee-owned RIA, we remain focused on providing objective advice, disciplined investment management, and long-term financial guidance tailored to each client's unique goals.  We are committed to delivering exceptional investment management and personalized client service and value the trust our clients place in us. 

Thank You to Our Clients and Employees

While industry recognition is appreciated, our greatest achievement continues to be helping our clients navigate their financial futures. This recognition would not be possible without the confidence and trust of our clients. We are honored to serve you and appreciate the opportunity to help you pursue your financial goals. We also thank our dedicated employees, whose professionalism, expertise, and commitment to excellence continue to make achievements like this possible.

Financial Advisor Magazine (“FA”) published its 2026 America’s Top RIAs ranking on July 10, 2026, based on information as of December 31, 2025. Firms were ranked solely by year-end AUM voluntarily reported in a survey and reviewed against Form ADV filings. Eligibility was limited to independent SEC-registered advisers that file their own Form ADV, serve individual clients, and are not hybrid or corporate RIAs, or investment adviser representatives. Firms with at least $1 billion in assets were included in the print ranking; smaller firms appear only in the expanded online survey. The ranking does not evaluate investment performance or the quality of investment-advice.  Chesley, Taft & Associates (“CTA”) has not paid for or in anticipation of this recognition; however, CTA paid for the right to display this recognition. Past performance is not indicative of future results.  This recognition should not be construed by a client or prospective client as a guarantee of any results if CTA is engaged, or continues to be engaged, to provide investment advisory services, or as a current or past endorsement of CTA by any of its clients. FA is not affiliated with CTA. The recognition is not based on client evaluations of CTA. Contact FA for additional information regarding its process or methodology.