We piece together the financial puzzle that is your life.

Advanced wealth management requires a customized, integrated approach that is risk aware and tax sensitive, and is delivered by expert professionals.

Awards

Top 100
Barron's 2021 top
independent advisors*

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Wealth of Resources
 

A wealth of resources

As fiduciaries, we exist to serve your best interests. Our team has access to a sophisticated suite of investment strategies and a network of global resources that can be customized to reflect your personal values and investment preferences.

Eaton Vance WaterOak Advisors is an $14.31 billion Registered Investment Advisory firm with access to the resources of Eaton Vance – a global investment manager. Eaton Vance is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley.

Sixty-nine professionals who collectively bring decades of experience serving families, executives, non-profit organizations and institutions.

1 Eaton Vance WaterOak Advisors Assets Under Advisement as of 9/30/2021

Press Release

Press

Eaton Vance Investment Counsel Completes Previously Announced Acquisition of WaterOak Advisors, LLC

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Our Clients

  • Individuals and Families
  • Business Owners & Executives
  • Non-Profits, Endowments & Corporations

Our Philosophy

  • Motivated By Purpose
  • Committed to an Elevated Client Experience
  • Aligned Interests

Contact Eaton Vance WaterOak

*September 20, 2021, Barron’s 2020 Top Independent Advisors. Participation in Barron's Top 100 RIA Firms ranking is by invitation only. Firms were evaluated and ranked on a wide range of quantitative and qualitative data, including: assets overseen by the firm, revenue generated by the firm, level of technology spending, number of clients, size of staff, diversity across staff, and placement of a succession plan