AdvisorCensus / Financial advisors / Massachusetts / Boston / Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
Filed as LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP is an SEC-registered investment advisory firm in Boston, MA, registered since 1994, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 23, 2026.
Quick answers
From the filingHow is Loring, Wolcott & Coolidge Fiduciary Advisors, LLP compensated?
On its Form ADV (Item 5.E, October 2026), Loring, Wolcott & Coolidge Fiduciary Advisors, LLP reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Loring, Wolcott & Coolidge Fiduciary Advisors, LLP's brochure say about its fees?
Its Form ADV Part 2A brochure dated July 9, 2026 states: Up to $3,000,000: 0.9% a year; $3,000,000 to $6,000,000: 0.6% a year; Above $6,000,000: 0.3% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Loring, Wolcott & Coolidge Fiduciary Advisors, LLP located?
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP's principal office is in Boston, MA, according to its Form ADV.
Is Loring, Wolcott & Coolidge Fiduciary Advisors, LLP registered with the SEC or a state?
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 107153.
How much does Loring, Wolcott & Coolidge Fiduciary Advisors, LLP manage?
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP reports $12,835,550,894 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (100% discretionary).
How have Loring, Wolcott & Coolidge Fiduciary Advisors, LLP's assets and staff changed since 2021?
In the Form ADV data for Loring, Wolcott & Coolidge Fiduciary Advisors, LLP: Regulatory assets under management: $10,566,010,436 in the October 2021 data and $12,835,550,894 in the October 2026 data, up 21%. Total employees: 96 in October 2021 and 109 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Loring, Wolcott & Coolidge Fiduciary Advisors, LLP serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (3,214); charitable organizations (53); corporations or other businesses not listed above (23).
Which custodians does Loring, Wolcott & Coolidge Fiduciary Advisors, LLP use?
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity and Loring, Wolcott & Coolidge Trust, LLC (affiliated with the firm) as custodians holding 10% or more of its separately managed account assets.
Does Loring, Wolcott & Coolidge Fiduciary Advisors, LLP report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107153
Does Loring, Wolcott & Coolidge Fiduciary Advisors, LLP state an account minimum?
Its Form ADV Part 2A brochure dated July 9, 2026 says: "We generally require $ 2,000,000 in investable assets to establish an account relationship with us."
What changed in Loring, Wolcott & Coolidge Fiduciary Advisors, LLP's recent Form ADV filings?
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $3,000,000 | 0.9% |
| $3,000,000 to $6,000,000 | 0.6% |
| Above $6,000,000 | 0.3% |
The brochure's wording
The principal fee is a graduated fee based on assets under management: 0.9% is charged on the first $3,000,000 under management, 0.6% on the next $ 3,000,000, and 0.3% on the balance of the assets.
The income fee is 5% and is charged on all interest and dividends collect ed.
Account minimum: $2,000,000
The brochure's wording
We generally require $ 2,000,000 in investable assets to establish an account relationship with us.
As stated in the firm's Form ADV Part 2A brochure dated July 9, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$12,835,550,894 as of October 2026, filing dated July 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Also doing business as
- THE SUSTAINABILITY GROUP
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1994 (32 years)
- Employees
- Total: 109. Performing investment advisory functions: 13.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
30 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $12,835,550,894 | 109 | July 23, 2026 |
| October 2025 | $12,913,949,641 | 103 | June 27, 2025 |
| October 2024 | $11,611,790,589 | 104 | March 28, 2024 |
| October 2023 | $9,688,406,762 | 104 | June 23, 2023 |
| October 2022 | $12,619,340,883 | 99 | March 31, 2022 |
| October 2021 | $10,566,010,436 | 96 | June 23, 2021 |
Regulatory assets under management: $10,566,010,436 in the October 2021 data and $12,835,550,894 in the October 2026 data, up 21%.
Total employees: 96 in October 2021 and 109 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Updated its list of owners and control persons (Schedule A).
- July 2026
- Registered or notice-filed in NJ.
- April 2026
- Registered or notice-filed in HI.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Loring, Wolcott & Coolidge Fiduciary Advisors, LLP (CRD 107153): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/loring-wolcott-and-coolidge-fiduciary-advisors-llp-boston-ma-107153