RIA Intel›Advisers›Massachusetts›LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

Advisory

N·BOSTON, MA

Data as of Jul 9, 2026 · Source: SEC Form ADV

Total AUM

$12.8B

1-Year AUM Growth

+19.9%

3-Year CAGR

+2.9%

Employees

13

Assets Under Management

Total AUM$12.8B

Discretionary AUM$12.8B

Non-Discretionary AUM$34M

Discretionary %99.7%

Total Clients3,385

Team

Total Employees13

Investment Advisers109

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record53

First FilingFeb 28, 2001

Latest FilingJul 9, 2026

🔒 Full AUM trend chart and 53 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.