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:Â 21 (AccuPoint Solutions)
Accounts Under Management: 3,054 (AccuPoint Solutions)
Previous appearances on FA 100 List:Â 2 (No. 42 in 2020)
Principals:
Charles-Frederick Boit, President & Partner
Jonathan Korb, General Counsel
Contact:
230 Congress Street, Boston, MA 02110
(617) 523-6531