Insights

Boutique Scale Very small advisory with 2-10 employees and partnerships with Kintra Wealth, suggesting a potential upsell to scalable technology, expanded service offerings, and enhanced practice management while maintaining a personalized client experience.

Independent Value Independent, fee-based CFP professionals positioning themselves as fiduciaries. This creates crossover opportunities to partner with larger custodians or platforms seeking to offer trusted, independent advisory services to high-net-worth or complex clients.

Tech Stack Leverage Use of cloud and collaboration tools (AWS, Google Cloud, Microsoft 365, DocuSign) indicates openness to digital transformation; ideal for selling modern advisory tech, data security enhancements, client portal upgrades, and scalable digital onboarding.

Growth Readiness Revenue in the 10M–25M range with growth ambitions implied by Kintra Wealth collaboration; potential for asset growth initiatives, cross-sell of planning and investment management services, and strategic partnerships to accelerate AUM.

Market Positioning Competitive landscape with large incumbents listed as peers; present targeted value propositions around personalized planning outcomes, transparent fee structures, and education-focused client engagement to win SMB and family-office clients.

Similar companies to Loring Advisory Group

Loring Advisory Group Tech Stack

Loring Advisory Group uses 8 technology products and services including Amazon Web Services, Drupal, WordPress, and more. Explore Loring Advisory Group's tech stack below.

Loring Advisory Group's Email Address Formats

Loring Advisory Group uses at least 2 email formats:
Loring Advisory Group Email FormatsExamplePercentage
First@loringadvice.comJohn@loringadvice.com
88%
First.Last@loringadvice.comJohn.Doe@loringadvice.com
12%

Frequently Asked Questions

What is Loring Advisory Group's phone number?

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You can contact Loring Advisory Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Loring Advisory Group's official website and social media links?

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Loring Advisory Group's official website is loringadvice.com and has social profiles on LinkedIn.

How much revenue does Loring Advisory Group generate?

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As of October 2026, Loring Advisory Group's annual revenue is estimated to be $10M - $25M.

What is Loring Advisory Group's SIC code and NAICS code?

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Loring Advisory Group's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Loring Advisory Group have currently?

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As of October 2026, Loring Advisory Group has approximately 5 employees across 1 continents, including North America. Key team members include Registered Investment Adviser: C. L., Registered Investment Advisor: D. B. and Certified Financial Planner™ Practitioner: J. W. C. Explore Loring Advisory Group's employee directory with LeadIQ.

What industry does Loring Advisory Group belong to?

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Loring Advisory Group operates in the Financial Services industry.

What technology does Loring Advisory Group use?

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Loring Advisory Group's tech stack includes Amazon Web Services, Drupal, WordPress, WooCommerce, Microsoft 365, Google Cloud, DocuSign and New Relic.

What is Loring Advisory Group's email format?

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Loring Advisory Group's email format typically follows the pattern of First@loringadvice.com. Find more Loring Advisory Group email formats with LeadIQ.

When was Loring Advisory Group founded?

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Loring Advisory Group was founded in 1996.
Loring Advisory Group logo

Loring Advisory Group

Financial ServicesRhode Island, United States2-10 Employees

Loring Advisory Group operates in the financial services sector, offering financial planning and asset management services to individuals and families. The firm positions itself as independent and fee-based, with Certified Financial Planner professionals who emphasize listening, education, and collaborative planning to help clients achieve foreseeable financial outcomes. Their approach focuses on understanding clients’ needs, values, dreams, and goals alongside traditional financial considerations, and they emphasize straightforward, honest collaboration as the foundation of long-term relationships. Based in Greenville, Rhode Island, the company provides services through Kintra Wealth, LLC, and its securities through Mutual Securities, Inc., with operations likely tailored to clients seeking complex and dynamic financial management. The organization communicates a commitment to managing assets in the clients’ best interests and to delivering thoughtful guidance in areas such as markets, taxes, and investment strategies, reflecting a focus on personalized, professional financial advice for life.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Loring Advisory Group's revenue is estimated to be in the range of $10M - $25M

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