← Directory
NICHOLS & PRATT ADVISERS LLP
CRD 107113File 801-47618
APPROVED
Retail clients
Custody
Filing as of Aug 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.43B
Top 25% of cohort (national)
Discretionary AUM
$2.18B
Non-discretionary $249.2M
Clients
106
642 accounts
Employees
20
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 11, 1994
- Principal office
- 10 POST OFFICE SQUARE, SUITE N500, BOSTON, MA, 02109-4640
- Phone
- 617-523-6800
- Website
- HTTP://WWW.NICHOLS-PRATT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.43B
- Discretionary AUM
- $2.18B
- Non-discretionary AUM
- $249.2M
- Discretionary accounts
- 562
- Non-discretionary accounts
- 80
- Total accounts
- 642
- AUM per client
- $22.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 85 | $2.18B |
| Individuals (other than high net worth individuals) | 21 | $21.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — A PERCENTAGE OF INCOME COLLECTED
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 21 | 20 | decreased by1 |
| Apr 1, 2026 | Clients | 108 | 106 | decreased by2 |
| Apr 1, 2026 | AUM | $2,321,889,366 | $2,430,399,569 | increased by$108,510,203 |
| Apr 1, 2026 | Accounts | 638 | 642 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 25 | 21 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 102 | 108 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,194,762,228 | $2,321,889,366 | increased by$127,127,138 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 661 | 638 | decreased by23 |
| Apr 1, 2022 | Clients | 103 | 102 | decreased by1 |
| Apr 1, 2022 | AUM | $1,913,639,116 | $2,194,762,228 | increased by$281,123,112 |
| Apr 1, 2022 | Accounts | 659 | 661 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NICHOLS PRATT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NICHOLS PRATT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.