Wealth manager, independent · Boston, MA
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
SEC-registered investment adviser · CRD 107153 · SEC 801-46976
At a glance
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP is an SEC-registered investment adviser based in Boston, Massachusetts, with $13B in regulatory assets under management as of its Form ADV filed July 23, 2026. It reports 3,214 individual clients, 3,214 of them high-net-worth, holding an average of about $3.8 million each, and 109 employees. That ranks it 75th among the nation’s 5,657 independent wealth management RIAs and 6th of 202 in Massachusetts. It reports 2 custodians for its clients’ separately managed accounts: Loring, Wolcott & Coolidge Trust and Fidelity.
Main office 617-523-6531lwcotrust.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $13B
- Rank among independent wealth managers
- #75 of 5,657
- Rank among all SEC RIAs
- #1,164 of 17,210
- Rank in Massachusetts
- #6 of 202
- Individual clients
- 3,214
- High-net-worth clients
- 3,214
- Accounts
- 3,293
- Discretionary
- 100% of AUM
- Employees
- 109
- Advisory staff
- 13
- Offices
- 1
Owners and executives on its Form ADV
- Gilbert M. RoddyGeneral Partner
- William B. PerkinsGeneral Partner
- Hugh L. WarrenGeneral Partner
- Charles-Frederick D. BoitGeneral Partner
- Thomas R. AppletonGeneral Partner
- Jonathan L KorbGeneral Counsel
- Wendy S. HoldingGeneral Partner
- Amory L. LoganGeneral Partner
- Nushin KormiGeneral Partner
- David Cuetos RuanoGeneral Partner
- Charles B SchmidtChief Compliance Officer
- Simran SuGeneral Partner
Custody and brokerage
2 custodians
- Loring, Wolcott & Coolidge TrustAffiliate of the firm$12B97%
- Fidelity$440M3%
Other RIAs using Loring, Wolcott & Coolidge TrustOther multi-custodian RIAs
Broker-dealer
No broker-dealer ties
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 3,214 | $12B | 95% |
| Charitable organizations | 53 | $458M | 4% |
| Corporations or other businesses | 23 | $240M | 2% |
| Pension and profit sharing plans | – | $4M | <1% |
Disciplinary disclosures
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
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
Form ADV and brochures on the SEC’s adviser search ↗lwcotrust.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 336 peers of its type and size
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- Owners and executives, with titles and stakes
- 12 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Massachusetts
All of Massachusetts →| Firm | Regulatory AUM | Clients |
|---|---|---|
| RWA Wealth PartnersBoston | $20B | 5,951 |
| Ballentine PartnersWaltham | $15B | 342 |
| CW Advisors, LLCBoston | $15B | 6,426 |
| Choate Investment AdvisorsBoston | $10B | 614 |
| Welch & Forbes LLCBoston | $9.9B | 643 |
| F L Putnam Investment Management Co.Lynnfield | $9.7B | 2,823 |
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Background
Questions
How much does Loring, Wolcott & Coolidge Fiduciary Advisors, LLP manage?
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP reports $13B in regulatory assets under management across 3,293 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 23, 2026.
How many clients does Loring, Wolcott & Coolidge Fiduciary Advisors, LLP have?
It reports 3,214 individual clients: 3,214 high-net-worth individuals and 0 other individuals. Individuals account for about 95% of its regulatory assets.
Where is Loring, Wolcott & Coolidge Fiduciary Advisors, LLP headquartered?
Its main office is in Boston, Massachusetts. It reports 1 office in total and 109 employees, 13 of whom perform investment advisory functions.
How does Loring, Wolcott & Coolidge Fiduciary Advisors, LLP charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Loring, Wolcott & Coolidge Fiduciary Advisors, LLP use?
It reports 2 custodians for its clients’ separately managed accounts: Loring, Wolcott & Coolidge Trust and Fidelity. On Schedule D of its Form ADV filed July 23, 2026, it reports these amounts held: Loring, Wolcott & Coolidge Trust ($12B); Fidelity ($440M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Loring, Wolcott & Coolidge Fiduciary Advisors, LLP a hybrid RIA with a broker-dealer?
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Loring, Wolcott & Coolidge Fiduciary Advisors, LLP a fiduciary?
As an SEC-registered investment adviser, Loring, Wolcott & Coolidge Fiduciary Advisors, LLP owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Loring, Wolcott & Coolidge Fiduciary Advisors, LLP’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). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →