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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Alphacore Capital LLC vs Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Alphacore Capital LLC and Loring, Wolcott & Coolidge Fiduciary Advisors, LLP are almost exactly the same size, with $13B and $13B in regulatory assets (Alphacore Capital LLC slightly ahead), by their latest Form ADV filings. Alphacore Capital LLC reports more individual clients (3,985 vs 3,214), while Loring, Wolcott & Coolidge Fiduciary Advisors, LLP’s clients hold more on average (about $3.8 million each against $3.1 million). Alphacore Capital LLC is based in La Jolla, California and Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, Massachusetts.

FigureAlphacore Capital LLCLoring, Wolcott & Coolidge Fiduciary Advisors, LLP
Regulatory AUM$13B$13B
National rank#73#75
HeadquartersLa Jolla, CaliforniaBoston, Massachusetts
Individual clients3,9853,214
High-net-worth clients2,2093,214
Average client assets$3.1 million$3.8 million
Accounts13,4773,293
Discretionary95% of AUM100% of AUM
Employees124109
Advisory staff7013
Clients per advisory employee57247
Offices311
Form ADV filed2026-10-012026-07-23

Alphacore Capital LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Questions

Which is bigger, Alphacore Capital LLC or Loring, Wolcott & Coolidge Fiduciary Advisors, LLP?

Alphacore Capital LLC, with $13B in regulatory assets under management against $13B at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP. Nationally they rank #73 and #75 among 5,657 independent wealth management RIAs.

How many clients do Alphacore Capital LLC and Loring, Wolcott & Coolidge Fiduciary Advisors, LLP have?

Alphacore Capital LLC reports 3,985 individual clients (2,209 high-net-worth) with 70 advisory employees; Loring, Wolcott & Coolidge Fiduciary Advisors, LLP reports 3,214 (3,214 high-net-worth) with 13 advisory employees.

How do Alphacore Capital LLC and Loring, Wolcott & Coolidge Fiduciary Advisors, LLP charge clients?

They list the same forms of compensation on Form ADV: a percentage of assets under management; fixed fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Alphacore Capital LLC and Loring, Wolcott & Coolidge Fiduciary Advisors, LLP offer?

Alphacore Capital LLC lists portfolio management for pooled investment vehicles; pension consulting, which Loring, Wolcott & Coolidge Fiduciary Advisors, LLP does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Alphacore Capital LLC ↗, Loring, Wolcott & Coolidge Fiduciary Advisors, LLP ↗. How to check a financial advisor →