Loring, Wolcott & Coolidge Fiduciary Advisors, Llp
- Regulatory AUM
- $12.8B
- Discretionary
- $12.8B
- Clients
- 3,290
- Avg AUM / client
- $3.9M
- Accounts
- 3,293
- Employees
- 109
AUM over time
Annual snapshots from Form ADV filings · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 3,214 | $12.1B | 94.5% |
| Pension and profit sharing plans | Fewer than 5 clients | $4.3M | 0.03% |
| Charitable organizations | 53 | $458M | 3.57% |
| Corporations and other businesses | 23 | $240M | 1.87% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gilbert Morgan Roddy | General Partner | CFA | Jun 1994 (32y) | 5% – 10% |
| Hugh L. Warren | General Partner | CFA | Jun 1994 (32y) | 5% – 10% |
| Loring, Peter, B. | General Partner | Jun 1994 (32y) | 5% – 10% | |
| Thornton, Amy, Domini | General Partner | Jun 1994 (32y) | 5% – 10% | |
| William Bartlett Perkins | General Partner | CFA | Jun 1994 (32y) | 5% – 10% |
| Driscoll, Robert, Leo | General Partner | Jan 2000 (27y) | 5% – 10% | |
| Charles Frederick David Boit | General Partner And President | CFA | May 2002 (24y) | 5% – 10% |
| Thomas Russell Appleton | General Partner | CFA | Jan 2007 (20y) | 5% – 10% |
| Korb, Jonathan, L | General Counsel | Jan 2008 (19y) | Less than 5% | |
| Wendy Shaw Holding | General Partner | CFA | May 2008 (18y) | 5% – 10% |
| Amory Loring Logan | General Partner | CFA | Jul 2016 (10y) | 5% – 10% |
| Nushin Kormi | General Partner | CFA | Feb 2017 (9y) | 5% – 10% |
| David Cuetos Ruano | General Partner | CFA | Dec 2020 (6y) | 5% – 10% |
| Schmidt, Charles, B | Chief Compliance Officer And Regulatory Counsel | Jun 2023 (3y) | Less than 5% | |
| Simran Su | Registered representative | CFA | May 2025 (1y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Loring, Wolcott & Coolidge Trust, Llc $12.4B (97% of AUM) Jul 2026
- Fidelity Management Trust Company $440M (3% of AUM) Jul 2026
- Fidelity Investments $223M (3% of AUM) Nov 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗