Loring, Wolcott & Coolidge Fiduciary Advisors, Llp is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in Boston, MA. Its latest Form ADV filing, dated April 30, 2026, reports $12.8B in regulatory assets under management, 109 employees, and 3,293 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 97.7% of total clients.
Top client categories% of clientsClients
1
HNWI
97.7%
3,214
2
Charitable
1.6%
53
3
Corporations
0.7%
23
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$12.8Bas of April 30, 2026
Discretionary99.7%
$12.8B
100% of total RAUM99.7%
Non-discretionary0.3%
$34M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$12.8B
Total Accounts3,293
10Y AUM Change+$6.7B (+108.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees109
Clients per Employee30:1
10Y Employee Change+14 (+14.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.