LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
CRD #107153 SEC #801-46976 BOSTON, MA 617-523-6531
SEC Registered
Total AUM
$12.9B
Discretionary
$12.8B
Employees
103
Clients
251
Accounts
3,385
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $12.9B | $12.8B | $77M | 103 | 41 |
| May 2025 | $12.9B | $12.8B | $77M | 103 | 41 |
| Mar 2025 | $12.9B | $12.8B | $77M | 103 | 41 |
| Jan 2025 | $11.6B | $11.5B | $69.4M | 104 | 33 |
| Oct 2024 | $11.6B | $11.5B | $69.4M | 104 | 33 |
| Mar 2024 | $11.6B | $11.5B | $69.4M | 104 | 33 |
| Nov 2023 | $9.7B | $9.6B | $64.1M | 104 | 41 |
| Jun 2023 | $9.7B | $9.6B | $64.1M | 104 | 41 |
| Apr 2023 | $9.7B | $9.6B | $64.1M | 104 | 41 |
| Mar 2023 | $9.7B | $9.6B | $64.1M | 104 | 41 |
| Jan 2023 | $12.6B | $12.5B | $72.8M | 99 | 41 |
| Mar 2022 | $12.6B | $12.5B | $72.8M | 99 | 41 |
| Jun 2021 | $10.6B | $10.5B | $66.4M | 96 | 55 |
| Mar 2021 | $10.6B | $10.5B | $66.4M | 96 | 55 |
| Jun 2020 | $9B | $9B | $63.4M | 95 | 52 |
| Mar 2020 | $9B | $9B | $63.4M | 95 | 52 |
| Mar 2019 | $7.2B | $7.1B | $188.8M | 90 | 47 |
| Nov 2018 | $7.2B | $7B | $189.9M | 90 | 47 |
| Jul 2018 | $7.2B | $7B | $189.9M | 90 | 47 |
| Jun 2018 | $7.2B | $7B | $189.9M | 90 | 47 |
| Jun 2018 | $7.2B | $7B | $189.9M | 90 | 47 |
| Mar 2018 | $7.2B | $7B | $189.9M | 90 | 47 |
| Jun 2017 | $6.2B | $6B | $196.7M | 95 | 1,500 |
| Mar 2017 | $6.2B | $6B | $196.7M | 95 | 1,500 |
| Feb 2017 | $5.8B | $5.6B | $199.1M | 85 | 1,500 |
| Oct 2016 | $5.8B | $5.6B | $199.1M | 85 | 1,500 |
| Apr 2016 | $5.8B | $5.6B | $199.1M | 85 | 1,500 |
| Mar 2016 | $5.8B | $5.6B | $197.6M | 85 | 1,500 |
| Nov 2015 | $5.7B | $5.5B | $178.1M | 75 | 1,400 |
| Aug 2015 | $5.7B | $5.5B | $178.1M | 75 | 1,400 |
| Mar 2015 | $5.7B | $5.5B | $178.1M | 75 | 1,400 |
| Oct 2014 | $5.3B | $5.1B | $174M | 75 | 1,400 |
| Feb 2014 | $5.3B | $5.1B | $174M | 75 | 1,400 |
| Dec 2013 | $4.5B | $4.2B | $331.2M | 75 | 1,300 |
| Mar 2013 | $4.5B | $4.2B | $331.2M | 75 | 1,300 |
| Jun 2012 | $4B | $3.6B | $322.3M | 51 | 1,300 |
| Mar 2012 | $4B | $3.6B | $322.3M | 51 | 1,300 |
| Mar 2012 | $4B | $3.6B | $322.3M | 51 | 1,300 |
| Mar 2011 | $4.1B | $3.8B | $335.2M | 51 | -- |
| Mar 2008 | $5.3B | $4.5B | $754.4M | 51 | -- |
| Oct 2007 | $5.1B | $4.3B | $754.9M | 51 | -- |
| Mar 2007 | $5.1B | $4.3B | $754.9M | 51 | -- |
| Mar 2006 | $4.7B | $4B | $706.7M | 51 | -- |
| Jan 2004 | $4.3B | $3.1B | $1.2B | 51 | -- |
| Mar 2002 | $5.2B | $5B | $204.7M | 51 | -- |
DateJun 2025
Total AUM$12.9B
Discretionary$12.8B
Non-Disc.$77M
Employees103
Clients41
DateMay 2025
Total AUM$12.9B
Discretionary$12.8B
Non-Disc.$77M
Employees103
Clients41
DateMar 2025
Total AUM$12.9B
Discretionary$12.8B
Non-Disc.$77M
Employees103
Clients41
DateJan 2025
Total AUM$11.6B
Discretionary$11.5B
Non-Disc.$69.4M
Employees104
Clients33
DateOct 2024
Total AUM$11.6B
Discretionary$11.5B
Non-Disc.$69.4M
Employees104
Clients33
DateMar 2024
Total AUM$11.6B
Discretionary$11.5B
Non-Disc.$69.4M
Employees104
Clients33
DateNov 2023
Total AUM$9.7B
Discretionary$9.6B
Non-Disc.$64.1M
Employees104
Clients41
DateJun 2023
Total AUM$9.7B
Discretionary$9.6B
Non-Disc.$64.1M
Employees104
Clients41
DateApr 2023
Total AUM$9.7B
Discretionary$9.6B
Non-Disc.$64.1M
Employees104
Clients41
DateMar 2023
Total AUM$9.7B
Discretionary$9.6B
Non-Disc.$64.1M
Employees104
Clients41
DateJan 2023
Total AUM$12.6B
Discretionary$12.5B
Non-Disc.$72.8M
Employees99
Clients41
DateMar 2022
Total AUM$12.6B
Discretionary$12.5B
Non-Disc.$72.8M
Employees99
Clients41
DateJun 2021
Total AUM$10.6B
Discretionary$10.5B
Non-Disc.$66.4M
Employees96
Clients55
DateMar 2021
Total AUM$10.6B
Discretionary$10.5B
Non-Disc.$66.4M
Employees96
Clients55
DateJun 2020
Total AUM$9B
Discretionary$9B
Non-Disc.$63.4M
Employees95
Clients52
DateMar 2020
Total AUM$9B
Discretionary$9B
Non-Disc.$63.4M
Employees95
Clients52
DateMar 2019
Total AUM$7.2B
Discretionary$7.1B
Non-Disc.$188.8M
Employees90
Clients47
DateNov 2018
Total AUM$7.2B
Discretionary$7B
Non-Disc.$189.9M
Employees90
Clients47
DateJul 2018
Total AUM$7.2B
Discretionary$7B
Non-Disc.$189.9M
Employees90
Clients47
DateJun 2018
Total AUM$7.2B
Discretionary$7B
Non-Disc.$189.9M
Employees90
Clients47
DateJun 2018
Total AUM$7.2B
Discretionary$7B
Non-Disc.$189.9M
Employees90
Clients47
DateMar 2018
Total AUM$7.2B
Discretionary$7B
Non-Disc.$189.9M
Employees90
Clients47
DateJun 2017
Total AUM$6.2B
Discretionary$6B
Non-Disc.$196.7M
Employees95
Clients1,500
DateMar 2017
Total AUM$6.2B
Discretionary$6B
Non-Disc.$196.7M
Employees95
Clients1,500
DateFeb 2017
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$199.1M
Employees85
Clients1,500
DateOct 2016
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$199.1M
Employees85
Clients1,500
DateApr 2016
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$199.1M
Employees85
Clients1,500
DateMar 2016
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$197.6M
Employees85
Clients1,500
DateNov 2015
Total AUM$5.7B
Discretionary$5.5B
Non-Disc.$178.1M
Employees75
Clients1,400
DateAug 2015
Total AUM$5.7B
Discretionary$5.5B
Non-Disc.$178.1M
Employees75
Clients1,400
DateMar 2015
Total AUM$5.7B
Discretionary$5.5B
Non-Disc.$178.1M
Employees75
Clients1,400
DateOct 2014
Total AUM$5.3B
Discretionary$5.1B
Non-Disc.$174M
Employees75
Clients1,400
DateFeb 2014
Total AUM$5.3B
Discretionary$5.1B
Non-Disc.$174M
Employees75
Clients1,400
DateDec 2013
Total AUM$4.5B
Discretionary$4.2B
Non-Disc.$331.2M
Employees75
Clients1,300
DateMar 2013
Total AUM$4.5B
Discretionary$4.2B
Non-Disc.$331.2M
Employees75
Clients1,300
DateJun 2012
Total AUM$4B
Discretionary$3.6B
Non-Disc.$322.3M
Employees51
Clients1,300
DateMar 2012
Total AUM$4B
Discretionary$3.6B
Non-Disc.$322.3M
Employees51
Clients1,300
DateMar 2012
Total AUM$4B
Discretionary$3.6B
Non-Disc.$322.3M
Employees51
Clients1,300
DateMar 2011
Total AUM$4.1B
Discretionary$3.8B
Non-Disc.$335.2M
Employees51
Clients--
DateMar 2008
Total AUM$5.3B
Discretionary$4.5B
Non-Disc.$754.4M
Employees51
Clients--
DateOct 2007
Total AUM$5.1B
Discretionary$4.3B
Non-Disc.$754.9M
Employees51
Clients--
DateMar 2007
Total AUM$5.1B
Discretionary$4.3B
Non-Disc.$754.9M
Employees51
Clients--
DateMar 2006
Total AUM$4.7B
Discretionary$4B
Non-Disc.$706.7M
Employees51
Clients--
DateJan 2004
Total AUM$4.3B
Discretionary$3.1B
Non-Disc.$1.2B
Employees51
Clients--
DateMar 2002
Total AUM$5.2B
Discretionary$5B
Non-Disc.$204.7M
Employees51
Clients--