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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

CW Advisors, 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

CW Advisors, LLC is the larger of the two, with $15B in regulatory assets to $13B at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, 19% more than its rival, by their latest Form ADV filings. CW Advisors, LLC reports more individual clients (6,426 vs 3,214), while Loring, Wolcott & Coolidge Fiduciary Advisors, LLP’s clients hold more on average (about $3.8 million each against $2.2 million). Both are based in Boston, Massachusetts.

FigureCW Advisors, LLCLoring, Wolcott & Coolidge Fiduciary Advisors, LLP
Regulatory AUM$15B$13B
National rank#63#75
HeadquartersBoston, MassachusettsBoston, Massachusetts
Individual clients6,4263,214
High-net-worth clients3,2573,214
Average client assets$2.2 million$3.8 million
Accounts23,7563,293
Discretionary97% of AUM100% of AUM
Employees152109
Advisory staff8913
Clients per advisory employee72247
Offices251
Form ADV filed2026-08-262026-07-23

CW Advisors, 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
  • Hourly charges
  • 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, CW Advisors, LLC or Loring, Wolcott & Coolidge Fiduciary Advisors, LLP?

CW Advisors, LLC, with $15B in regulatory assets under management against $13B at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP. Nationally they rank #63 and #75 among 5,657 independent wealth management RIAs.

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

CW Advisors, LLC reports 6,426 individual clients (3,257 high-net-worth) with 89 advisory employees; Loring, Wolcott & Coolidge Fiduciary Advisors, LLP reports 3,214 (3,214 high-net-worth) with 13 advisory employees.

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

Only CW Advisors, LLC lists hourly charges on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

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

CW Advisors, 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: CW Advisors, LLC ↗, Loring, Wolcott & Coolidge Fiduciary Advisors, LLP ↗. How to check a financial advisor →