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- Custodian
- Broadridge ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-11-1994
- Office Locations
- 1
Office Locations
About Nichols & Pratt Advisers LLP
Nichols & Pratt Advisers LLP is a Boston-based, partner-led investment adviser serving individuals, families, and trustees with portfolio management and broader wealth counsel, including estate planning. Founded in 1977, clients work directly with firm partners. Portfolios are primarily implemented using ETFs alongside U.S. government/agency bonds, with SEI as a key custodian/platform.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 30, 2026, reported AUM increased 4.7%, from $2.3B to $2.4B.
Across 5 reported observations, AUM increased 10.7% between March 31, 2022 and March 30, 2026, from $2.2B to $2.4B.
Of the latest reported AUM, 89.7% is discretionary and 10.3% is non-discretionary.
The firm reports 10 advisory representatives and 106 clients, or 10.6 clients per representative. That equates to $22.9M in reported AUM per client.
The profile lists 1 reported office location and 31 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Vehicles
- Platform
- Services
- Technology
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The full Nichols & Pratt Advisers LLP record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS EWING BATOR
Partner
- CRD
- #4356322
- Ownership
- 10% but less than 25%
JOHN KINGSTON HERBERT
Partner
- CRD
- --
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,181,224,469 | $3,881,182 |
| Non-Discretionary | $249,175,100 | $3,114,689 |
| Total | $2,430,399,569 | $3,785,669 |
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Separately Managed Accounts
SMA allocation detail is available
Nichols & Pratt Advisers LLP has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Nichols & Pratt Advisers LLP's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.