Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP (CRD# 107153) is a financial advisory firm headquartered in Boston, MA. They manage $5,801,067,329 in 2,715 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,801
    MILLION
  • Total Number of Accounts
    2,715
    ACCOUNTS
  • Average Account Value
    $2,136,673
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, NH, NJ, NM, NY, OR, PA, RI, TX, UT, VA, VT, WA

Financial Advisors at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
Showing 1 - 9 of 9 top financial advisors.
1
Charles-frederick D. Boit
CRD#: 4534823
230 Congress Street, Boston, MA 02110
96
Wealthminder
score

Charles-frederick Boit (CRD# 4534823) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has over 15 years of experience in the finance industry.

2
Wendy S. Holding
CRD#: 5468811
230 Congress Street, Boston, MA 02110
96
Wealthminder
score

Wendy Holding (CRD# 5468811) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has over 9 years of experience in the finance industry.

3
Amy D. Thornton
CRD#: 69755
230 Congress Street, Boston, MA 02110
96
Wealthminder
score

Amy Thornton (CRD# 69755) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has over 14 years of experience in the finance industry.

4
William A. Mims
CRD#: 2937849
230 Congress Street, Boston, MA 02110
93
Wealthminder
score

William Mims (CRD# 2937849) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has over 14 years of experience in the finance industry.

5
Thomas R. Appleton
CRD#: 5313248
230 Congress Street, Boston, MA 02110
90
Wealthminder
score

Thomas Appleton (CRD# 5313248) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has 1 year of experience in the finance industry.

6
Peter B. Loring
CRD#: 4362016
230 Congress Street, Boston, MA 02110
90
Wealthminder
score

Peter Loring (CRD# 4362016) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has 1 year of experience in the finance industry.

7
William B. Perkins
CRD#: 4362049
230 Congress Street, Boston, MA 02110
90
Wealthminder
score

William Perkins (CRD# 4362049) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has 1 year of experience in the finance industry.

8
Gilbert M. Roddy
CRD#: 4362042
230 Congress Street, Boston, MA 02110
90
Wealthminder
score

Gilbert Roddy (CRD# 4362042) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has 1 year of experience in the finance industry.

9
Hugh L. Warren
CRD#: 4362055
230 Congress Street, Boston, MA 02110
90
Wealthminder
score

Hugh Warren (CRD# 4362055) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.