Insights

Independent advisory Small, independent fee-based financial planning and asset management practice serving high-integrity clients; potential cross-sell of advanced wealth management services under Kintra Wealth and Mutual Securities relationships.

Boutique scale Team size 2-10 with a personal, relationship-driven approach; opportunity to offer scalable digital planning tools, premium advisory platforms, or targeted services for affluent families and endowments seeking customized financial solutions.

Tech stack leverage Existing cloud and web infrastructure (EC2, SiteGround, WooCommerce) enables digital onboarding, client portals, and e-commerce capabilities; potential to proposant add-on tech-enabled services such as online financial planning modules or subscription-based advice.

Revenue potential Revenue in the mid-market range with growth runway; potential to introduce recurring advisory plans, retirement income optimization, tax-aware investing, or expanded family office offerings to deepen wallet share.

Market positioning Competitive stance as fiduciary, fee‑based fiduciary planners; prospect to target similar mid-size advisers and RIAs for collaborative partnerships, technology licensing, or strategic alliances to expand market reach.

Loring Advisory Group Tech Stack

Loring Advisory Group uses 8 technology products and services including Cloudflare CDN, Drupal, WooCommerce, and more. Explore Loring Advisory Group's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • Drupal
    Content Management System
  • WooCommerce
    E-commerce
  • Swiper
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • SiteGround
    Platform As A Service
  • Cloudflare Bot Management
    Security
  • Google Analytics
    Web Analytics

Loring Advisory Group's Email Address Formats

Loring Advisory Group uses at least 1 format(s):
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 August 2026, Loring Advisory Group's annual revenue is estimated to be $10M - $25M.

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

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

How many employees does Loring Advisory Group have currently?

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As of August 2026, Loring Advisory Group has approximately 10 employees across 1 continents, including North America. Key team members include Registered Investment Adviser: C. L.Registered Investment Advisor: D. B.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 Cloudflare CDNDrupalWooCommerceSwiperjQuery MigrateSiteGroundCloudflare Bot ManagementGoogle Analytics.

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

Section iconFunding & Financials

  • $10M - $25M

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

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