CRD: 107153
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-01-1994
- Office Locations
- 2
Office Locations
About Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
Loring, Wolcott & Coolidge Fiduciary Advisors is a Boston-based trustee and fiduciary advisor focused on long-term relationships with families. The firm manages assets collaboratively—starting with listening and working with clients to design solutions aligned to a family’s aspirations. Portfolio implementation is primarily ETF-based and supports both retail and institutional relationships.
Reported data analysis
What the numbers show
Between June 27, 2025 and June 9, 2026, reported AUM decreased 0.6%, from $12.9B to $12.8B.
Across 5 reported observations, AUM increased 1.7% between March 31, 2022 and June 9, 2026, from $12.6B to $12.8B.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 13 advisory representatives and 3,331 clients, or 256.2 clients per representative. That equates to $3.9M in reported AUM per client.
The profile lists 2 reported office locations and 32 years in operation. The source data was last updated on July 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
THOMAS RUSSELL APPLETON
GENERAL PARTNER
- CRD
- #5313248
- Ownership
- 5% but less than 10%
CHARLES-FREDERICK DAVID BOIT
GENERAL PARTNER
- CRD
- #4534823
- Ownership
- 5% but less than 10%
Showing 2 of 12 owners & executives
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David Boit
President
- CRD
- --
Wendy Holding
Partner, Trustee, Vice President
- CRD
- --
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,801,202,678 | $3,896,865 |
| Non-Discretionary | $34,348,216 | $4,293,527 |
| Total | $12,835,550,894 | $3,897,829 |
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Separately Managed Accounts
SMA allocation detail is available
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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