Cambridge Trust Wealth Management named the Largest Bank-Owned Independent Investment Adviser in Massachusetts in 2026
August 24, 2026BOSTON, MA, August 24, 2026 – Cambridge Trust Wealth Management was named the largest bank-owned independent investment adviser in Massachusetts for the third year in a row by the Boston Business Journal. This annual list is based on total assets under management among Massachusetts-based advisers. Cambridge Trust Wealth Management appears 12th overall on this year's list, with $10.6 billion in assets under management.
"We thank the Boston Business Journal for this recognition," said Jeffrey Smith, CFP®, Executive Vice President, Wealth Management. "Being named the largest bank-owned independent investment adviser in Massachusetts reflects the confidence our clients place in us and the dedication of our team. We are proud to help individuals, families, businesses, and nonprofit organizations navigate important financial decisions and remain committed to delivering the personalized guidance and service they deserve."
About Cambridge Trust Wealth Management
For more than 130 years, Cambridge Trust Wealth Management, a Division of Eastern Bank, has been singularly focused on outstanding client service and deep expertise in financial planning, investment management, trusts and estates, and private banking. Personalized attention to understanding client goals and a breadth of solutions combine to chart a course that builds and protects client wealth. As part of Greater Boston’s leading local bank, and the largest bank-owned independent investment adviser in Massachusetts with $10.6 billion in assets under management and administration as of June 30, 2026, we value long-standing relationships with clients and the local communities we serve, from Massachusetts and New Hampshire to Connecticut and more. Learn more at cambridgetrust.com. Eastern Bankshares, Inc. (Nasdaq Global Select Market: EBC) is the stock holding company for Eastern Bank. For investor information, visit investor.easternbank.com.