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LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

BOSTON, MA · CRD 107153 · IAPD ↗ · 617-523-6531

$12.84BRegulatory AUM
13Advisory reps
109Employees
41Clients
251-500Planning clients
0Private funds
30States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
July 2026 — LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2026 — LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
June 2025 — LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP shrank from 17 to 13 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.