Wednesday, October 21, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAsWM $20B Modera Wealth Management Launches AI Operating Platform

RIA comparison · SEC Form ADV

Valeo Financial 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

Valeo Financial Advisors, LLC and Loring, Wolcott & Coolidge Fiduciary Advisors, LLP are almost exactly the same size, with $13B and $13B in regulatory assets (Valeo Financial Advisors, LLC slightly ahead), by their latest Form ADV filings. Loring, Wolcott & Coolidge Fiduciary Advisors, LLP reports more individual clients (3,214 vs 3,021), while Valeo Financial Advisors, LLC’s clients hold more on average (about $4.2 million each against $3.8 million). Valeo Financial Advisors, LLC is based in Carmel, Indiana and Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, Massachusetts.

FigureValeo Financial Advisors, LLCLoring, Wolcott & Coolidge Fiduciary Advisors, LLP
Regulatory AUM$13B$13B
National rank#74#75
HeadquartersCarmel, IndianaBoston, Massachusetts
Individual clients3,0213,214
High-net-worth clients2,2573,214
Average client assets$4.2 million$3.8 million
Accounts22,8123,293
Discretionary82% of AUM100% of AUM
Employees178109
Advisory staff11913
Clients per advisory employee25247
Offices171
Form ADV filed2026-04-302026-07-23

Valeo Financial 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
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Other

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, Valeo Financial Advisors, LLC or Loring, Wolcott & Coolidge Fiduciary Advisors, LLP?

Valeo Financial Advisors, LLC, with $13B in regulatory assets under management against $13B at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP. Nationally they rank #74 and #75 among 5,657 independent wealth management RIAs.

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

Valeo Financial Advisors, LLC reports 3,021 individual clients (2,257 high-net-worth) with 119 advisory employees; Loring, Wolcott & Coolidge Fiduciary Advisors, LLP reports 3,214 (3,214 high-net-worth) with 13 advisory employees.

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

Only Valeo Financial Advisors, LLC lists other forms of compensation on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

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

Valeo Financial Advisors, LLC lists portfolio management for pooled investment vehicles, 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: Valeo Financial Advisors, LLC ↗, Loring, Wolcott & Coolidge Fiduciary Advisors, LLP ↗. How to check a financial advisor →