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LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
CRD 107153File 801-46976
APPROVED
Retail clients
Custody
Filing as of Jul 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$12.84B
Top 10% of cohort (national)
Discretionary AUM
$12.80B
Non-discretionary $34.3M
Clients
3,290
3,293 accounts
Employees
109
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 1, 1994
- Principal office
- 230 CONGRESS STREET, BOSTON, MA, 02110-2437
- Phone
- 617-523-6531
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.84B
- Discretionary AUM
- $12.80B
- Non-discretionary AUM
- $34.3M
- Discretionary accounts
- 3,285
- Non-discretionary accounts
- 8
- Total accounts
- 3,293
- AUM per client
- $3.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 23 | $239.9M |
| Charitable organizations | 53 | $458.3M |
| High net worth individuals | 3,214 | $12.13B |
| Pension and profit sharing plans | Fewer than 5 | $4.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.