The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
FA 100

42. Loring, Wolcott & Coolidge Fiduciary Advisors

Loring, Wolcott & Coolidge Fiduciary Advisors, based in Boston, MA, is ranked No. 42 on the 2021 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $10.5B+ (AccuPoint Solutions)

Years in Business: 21 (AccuPoint Solutions)

Accounts Under Management: 3,054 (AccuPoint Solutions)

Previous appearances on FA 100 List: 2 (No. 42 in 2020)

Principals:

Charles-Frederick Boit, President & Partner

Jonathan Korb, General Counsel

Contact:

lwcotrust.com

230 Congress Street, Boston, MA 02110

(617) 523-6531