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RIA comparison · SEC Form ADV

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP vs The Caprock Group, LLC

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

The short answer

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP is the larger of the two, with $13B in regulatory assets to $12B at The Caprock Group, LLC, 3% more than its rival, by their latest Form ADV filings. Loring, Wolcott & Coolidge Fiduciary Advisors, LLP reports more individual clients (3,214 vs 420), while The Caprock Group, LLC’s clients hold more on average (about $27 million each against $3.8 million). Loring, Wolcott & Coolidge Fiduciary Advisors, LLP is based in Boston, Massachusetts and The Caprock Group, LLC in Boise, Idaho.

FigureLoring, Wolcott & Coolidge Fiduciary Advisors, LLPThe Caprock Group, LLC
Regulatory AUM$13B$12B
National rank#75#76
HeadquartersBoston, MassachusettsBoise, Idaho
Individual clients3,214420
High-net-worth clients3,214398
Average client assets$3.8 million$27 million
Accounts3,293436
Discretionary100% of AUM98% of AUM
Employees10967
Advisory staff1338
Clients per advisory employee24711
Offices112
Form ADV filed2026-07-232026-08-07

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

The Caprock Group, 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
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Questions

Which is bigger, Loring, Wolcott & Coolidge Fiduciary Advisors, LLP or The Caprock Group, LLC?

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, with $13B in regulatory assets under management against $12B at The Caprock Group, LLC. Nationally they rank #75 and #76 among 5,657 independent wealth management RIAs.

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

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP reports 3,214 individual clients (3,214 high-net-worth) with 13 advisory employees; The Caprock Group, LLC reports 420 (398 high-net-worth) with 38 advisory employees.

How do Loring, Wolcott & Coolidge Fiduciary Advisors, LLP and The Caprock Group, LLC 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 Loring, Wolcott & Coolidge Fiduciary Advisors, LLP and The Caprock Group, LLC offer?

The Caprock Group, LLC lists portfolio management for pooled investment vehicles; other services, 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: Loring, Wolcott & Coolidge Fiduciary Advisors, LLP ↗, The Caprock Group, LLC ↗. How to check a financial advisor →