Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

Registered investment adviser · Boston, MA · CRD #107153

Form ADV data as of 2026-09-01

Regulatory assets

$12.84 billion

Total accounts

3,293

Employees

109

Disclosure events

Firm details

Website: https://www.linkedin.com/company/loring-wolcott-&-coolidge
Telephone: 617-523-6531
SEC file number: 801-46976
Most recent Form ADV filing: 2026-07-23
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$12.80 billion
Non-discretionary regulatory assets under management	$34.3 million
Total regulatory assets under management	$12.84 billion
Discretionary accounts	3,285
Non-discretionary accounts	8
Total accounts	3,293
Regulatory assets under management attributable to non-U.S. persons	$228.1 million

People

Total employees (excluding clerical)	109
Employees performing investment advisory functions (including research)	13
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	10
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$12.40 billion
Clients for whom the firm has custody	2,819
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$12.40 billion
Clients for whom a related person has custody	2,819
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	Yes
Number of persons acting as qualified custodians for the firm's clients	4

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)

Affiliated related persons

Trust company

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Recommends brokers or dealers to clients
Receives soft dollar benefits
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
High net worth individuals	3,214	$12.13 billion
Pension and profit sharing plans (not the participants or government plans)	Not reported	$4.3 million
Charitable organizations	53	$458.3 million
Corporations or other businesses not listed above	23	$239.9 million