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

42. Loring, Wolcott & Coolidge Fiduciary Advisors

Loring, Wolcott & Coolidge Fiduciary Advisors, based in Boston, Massachusetts, is ranked No. 42 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 27 on last year's CNBC FA 100 list.

Total AUM: $9B+ (AccuPoint Solutions)

Years in Business: 20 (AccuPoint Solutions)

Accounts Under Management: 2,902 (AccuPoint Solutions)

Previous appearances on FA 100 List: 1 (No. 27 in 2019)

Principals:

Charles-Frederick Boit, President & Partner

Jonathan Korb, General Counsel

Contact:

lwcotrust.com

230 Congress Street, Boston, MA 02110

(617) 523-6531