Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
Boston, MA·SEC-registered · CRD #107153
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP is an SEC-registered investment advisory firm in Boston, MA managing $13B across 3.3k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$13B
Client accounts
3.3k
Advisory staff
13
Fee model
Fee-based
How Loring, Wolcott & Coolidge Fiduciary Advisors, LLP is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
How much does Loring, Wolcott & Coolidge Fiduciary Advisors, LLP manage?
Per its most recent SEC Form ADV filing (06/09/2026), Loring, Wolcott & Coolidge Fiduciary Advisors, LLP reports $13B in regulatory assets under management across roughly 3.3k client accounts.
How does Loring, Wolcott & Coolidge Fiduciary Advisors, LLP charge?
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Loring, Wolcott & Coolidge Fiduciary Advisors, LLP a fiduciary?
Yes. Loring, Wolcott & Coolidge Fiduciary Advisors, LLP is registered with the U.S. Securities and Exchange Commission (CRD #107153), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Loring, Wolcott & Coolidge Fiduciary Advisors, LLP taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Loring, Wolcott & Coolidge Fiduciary Advisors, LLP and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Boston, MA
Profile compiled from Loring, Wolcott & Coolidge Fiduciary Advisors, LLP's public SEC Form ADV filing (CRD #107153, filed 06/09/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP? Claim this profile.