Loring, Wolcott & Coolidge
TL;DR
Fiduciary adviser whose partners also run an affiliated New Hampshire trust company custodian, managing investments mainly for individuals and trusts, with a tax department and a sustainability strategy.
$12.8 billion
Regulatory AUM
As of ADV filing 2026-07-23
3,293
Accounts / Clients
3,214 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
109
Team Size
employees, 13 advisory
32 yrs
Years Registered
First registered 1994
About Loring, Wolcott & Coolidge
Fiduciary adviser whose partners also run an affiliated New Hampshire trust company custodian, managing investments mainly for individuals and trusts, with a tax department and a sustainability strategy.
Office: 230 Congress Street, Boston, MA 02110.
Best for: Families above $2M wanting trust, tax and investment management under one roof
Fee model and designations stated on the guide
Advisory feesCFA or CPA named
Form ADV data
CRD107153
RegistrationSEC-registered
First registration1994
Regulatory AUM$12.8 billion
ADV filing date2026-07-23
Accounts3,293
Clients3,214 individual and high-net-worth clients
Employees109
Advisory employees13
Fee modelGraduated asset fee, 0.9% down to 0.3%, plus 5% of income; commissions charged separately
Minimum$2,000,000 investable assets as a guideline, waivable for family members (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFA and CTFA named in ADV 2A supplements
Source: SEC Investment Adviser Public Disclosure, CRD 107153, as of ADV filing 2026-07-23, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Boston, MA (2026): rank 7 of 10
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