The CNBC FA 100 celebrates the advisory firms that top the list in 2019 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2019 Financial Advisor 100

27. Loring, Wolcott & Coolidge Fiduciary Advisors

Loring, Wolcott & Coolidge is committed to helping families achieve their financial goals — today and for generations to come. The firm earns clients' trust by providing solutions that meet their needs and reflect their values. What makes LWC different? A unique combination of strengths: continuity, resources, sustainability, independence, service and innovation.

Total AUM: $7.24B+

Years in Business: 19

Accounts Under Management: 2,850


Charles-Frederick Boit, President & Partner

Jonathan Korb, General Counsel


230 Congress Street, Boston, MA 02110

(617) 523-6531