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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 Oct 1, 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
- Website
- HTTP://WWW.LWCOTRUST.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 103 | 109 | increased by6 |
| Apr 1, 2026 | Clients | 3,385 | 3,290 | decreased by95 |
| Apr 1, 2026 | AUM | $12,913,949,641 | $12,835,550,894 | decreased by$78,398,747 |
| Apr 1, 2026 | Accounts | 3,385 | 3,293 | decreased by92 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 99 | 103 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,199 | 3,385 | increased by186 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $12,619,340,883 | $12,913,949,641 | increased by$294,608,758 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,202 | 3,385 | increased by183 |
| Apr 1, 2022 | Employees | 96 | 99 | increased by3 |
| Apr 1, 2022 | Clients | 3,054 | 3,199 | increased by145 |
| Apr 1, 2022 | AUM | $10,566,010,436 | $12,619,340,883 | increased by$2,053,330,447 |
| Apr 1, 2022 | Accounts | 3,054 | 3,202 | increased by148 |
| 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 “LORING WOLCOTT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LORING WOLCOTT” 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.