A complete list of active advisors currently associated with Chesley, Taft & Associates, LLC

Warmer can help you find a great advisor at Chesley, Taft & Associates, LLC or one who fits your needs even better.

Chesley, Taft & Associates serves primarily high net worth individuals and their related entities — including trusts, IRAs and family foundations — and also manages family foundations, corporations/LLCs and employee benefit plans. The firm provides discretionary and non‑discretionary portfolio management and offers personalized financial planning, managing roughly $3.0 billion in client assets (about $2.76 billion discretionary) across approximately 617 client relationships as of December 31, 2025. Portfolio managers build portfolios from individual equities and fixed income securities supplemented by mutual funds and ETFs, employing fundamental equity analysis (competitive position, revenue and earnings growth, profitability) and tailored asset allocation based on public and proprietary economic outlooks. CTA offers multiple strategies — including GARP, equity dividend, diversified balanced, and long‑term concentrated growth — and may utilize third‑party manager platforms (for example, the Schwab Managed Account Platform) when appropriate. Compared with many peers, CTA combines a sizable, mostly discretionary asset base with an unusual client mix that explicitly includes pension/profit‑sharing and charitable organization clients as well as corporate entities, while continuing to serve individual investors. The firm is independent and employee‑owned, structures portfolios on an individualized basis, and generally charges fees based on assets under management while also accommodating non‑discretionary accounts and client relationships below its preferred $1 million threshold in certain circumstances.

To learn more about the advisors currently working at Chesley, Taft & Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.