Clients
Loring, Wolcott & Coolidge Fiduciary Advisors serves 3,290 clients, 3,214 of them high-net-worth individuals. The average client has about $3.9 million with the firm, and high-net-worth clients hold 95% of its $12.8 billion in assets.
- High-net-worth individuals3,214 clients95%
- Charitable organizations53 clients4%
- OtherPension and profit-sharing plans, Corporations and other businesses2%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 3,214 | $12,133,055,782 | 94.5% | $3.78M |
| Pension and profit-sharing plans | Not reported | $4,318,324 | 0.0% | — |
| Charitable organizations | 53 | $458,296,363 | 3.6% | $8.65M |
| Corporations and other businesses | 23 | $239,880,425 | 1.9% | $10.4M |
| Total | 3,290 | $12,835,550,894 | 100% | $3.90M |
- Clients
- 3,214
- Regulatory AUM
- $12,133,055,782
- Share
- 94.5%
- Avg. per client
- $3.78M
- Clients
- Not reported
- Regulatory AUM
- $4,318,324
- Share
- 0.0%
- Avg. per client
- —
- Clients
- 53
- Regulatory AUM
- $458,296,363
- Share
- 3.6%
- Avg. per client
- $8.65M
- Clients
- 23
- Regulatory AUM
- $239,880,425
- Share
- 1.9%
- Avg. per client
- $10.4M
Total
- Clients
- 3,290
- Regulatory AUM
- $12,835,550,894
- Share
- 100%
- Avg. per client
- $3.90M
What it does
Loring, Wolcott & Coolidge Fiduciary Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets and fixed fees.
Loring, Wolcott & Coolidge Fiduciary Advisors provided financial planning to 251–500 clients last fiscal year and advises no private funds.
99.7% of assets ($12.80B across 3,285 accounts) are managed with discretion; $34.3M across 8 accounts are not. 3% of clients are outside the U.S., and 41 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks88%
- Exchange-traded equities87%
- Non-exchange-traded equities1%
- Funds3%
- Bonds1%
- Cash5%
- Other3%
- The category "other" includes the following asset types: certificates of deposit; oil & gas interests; sundry assets; notes & mortgages; partnerships; real estate; commodities; guaranteed contracts; and common trust funds.3%
Custodians
Loring, Wolcott & Coolidge Fiduciary Advisors’ client accounts are held mainly at Loring, Wolcott & Coolidge Trust, with 97% of managed assets, and Fidelity, with 3%. Loring, Wolcott & Coolidge Fiduciary Advisors has custody of $12.40B for 2,819 clients.
- Loring, Wolcott & Coolidge TrustLoring, Wolcott & Coolidge Trust, LLC · Boston, MA · $12.40B97%
- FidelityFidelity Management Trust Company · Boston, MA · $439.6M3%
Ownership and leadership
- Owns 5% to 10% of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
Amory Logan
Control person · since July 2016
- Owns 5% to 10% of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
Gilbert Roddy
Control person · since June 1994
- Owns 5% to 10% of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
William Perkins
Control person · since June 1994
- Owns 5% to 10% of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
Hugh Warren
Control person · since June 1994
- Owns 5% to 10% of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
Charles-Frederick Boit
Control person · since June 2002
- Owns 5% to 10% of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
Thomas Appleton
Control person · since January 2007
- Owns 5% to 10% of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
Wendy Holding
Control person · since March 2009
- Owns 5% to 10% of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
Nushin Kormi
Control person · since March 2017
- Owns 5% to 10% of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
David Cuetos Ruano
Control person · since January 2021
- Owns 5% to 10% of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
Simran Su
Control person · since May 2025
Leadership
- Charles SchmidtChief Compliance Officer
- Jonathan KorbGeneral Counsel
- Amory LoganGeneral
- Gilbert RoddyGeneral Partner
- William PerkinsGeneral Partner
- Hugh WarrenGeneral Partner
- Charles-Frederick BoitGeneral Partner
- Thomas AppletonGeneral Partner
- Wendy HoldingGeneral Partner
- Nushin KormiGeneral Partner
- David Cuetos RuanoGeneral Partner
- Simran SuGeneral Partner
Staff
- 109 employees
- 13 in advisory functions
- 10 state-registered reps
Fees
Loring, Wolcott & Coolidge Fiduciary Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees).
Loring, Wolcott & Coolidge Fiduciary Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Loring, Wolcott & Coolidge Fiduciary Advisors has 0 offices, with 1 listed address in 1 state.
Massachusetts · 1 listed address
- 230 Congress Street, BostonHQ
Other business names
Loring, Wolcott & Coolidge Fiduciary Advisors has reported 1 other business name to the SEC.
- The Sustainability Group
Registration details
- Legal name
- Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
- Headquarters
- 230 Congress Street, Boston, MA 02110-2437
- Phone
- 617-523-6531
- Website
- Not reported
- SEC file
- 801-46976
- Structure
- Massachusetts limited liability partnership
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Loring, Wolcott & Coolidge Fiduciary Advisors have?
Loring, Wolcott & Coolidge Fiduciary Advisors has 3,290 clients and manages $12.8 billion for them, as of July 2026. They include 3,214 high-net-worth individuals, 53 charitable organizations and 23 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 July 2026
What services does Loring, Wolcott & Coolidge Fiduciary Advisors offer?
Loring, Wolcott & Coolidge Fiduciary Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Loring, Wolcott & Coolidge Fiduciary Advisors use?
Loring, Wolcott & Coolidge Fiduciary Advisors’ separately managed account assets are held at Loring, Wolcott & Coolidge Trust, LLC (Boston, MA), with $12,395,994,803 and Fidelity Management Trust Company (Boston, MA), with $439,556,091. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 July 2026
How many financial advisors does Loring, Wolcott & Coolidge Fiduciary Advisors have?
Loring, Wolcott & Coolidge Fiduciary Advisors has 10 investment adviser representatives registered with state securities authorities, out of 109 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Loring, Wolcott & Coolidge Fiduciary Advisors invest in?
At the end of its last fiscal year, Loring, Wolcott & Coolidge Fiduciary Advisors’ separately managed accounts held 87% exchange-traded equities, 5% cash and equivalents, 3% registered funds (mutual funds, ETFs, BDCs), 3% the category "other" includes the following asset types: certificates of deposit; oil & gas interests; sundry assets; notes & mortgages; partnerships; real estate; commodities; guaranteed contracts; and common trust funds., 1% non-exchange-traded equities and 1% U.S. government and agency bonds. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Loring, Wolcott & Coolidge Fiduciary Advisors?
Loring, Wolcott & Coolidge Fiduciary Advisors’ direct owners are Amory Logan, Gilbert Roddy, William Perkins, Hugh Warren, Charles-Frederick Boit, Thomas Appleton, Wendy Holding, Nushin Kormi, David Cuetos Ruano and Simran Su, each holding 10% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 23 July 2026
How does Loring, Wolcott & Coolidge Fiduciary Advisors get paid?
Loring, Wolcott & Coolidge Fiduciary Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file