Insights

Niche Client Focus Loring Advisory Group specializes in serving individuals and families with complex and dynamic financial needs, presenting an opportunity to tailor premium financial technology solutions and personalized advisory tools to enhance client engagement.

Mid-Sized Market With revenue between 10 million and 25 million and a team of under 50 employees, the company is positioned as a small to mid-sized firm that may be interested in scalable financial services and technology that support growth without extensive onboarding expenses.

Technology Stack Utilizing cloud hosting, CMS platforms, and security tools indicates openness to adopting advanced digital solutions, suggesting potential as a reference for cybersecurity, cloud services, or client management platforms.

Trust and Independence As an independent, fee-based CFP® professional organization, Loring Advisory Group values transparency and personalized service, opening opportunities for partnerships that emphasize compliance and ethical advisory platforms.

Competitive Positioning Compared with larger firms like Charles Schwab and Goldman Sachs, Loring Advisory Group’s personalized approach and local Rhode Island presence create potential for niche services, targeted marketing solutions, or regional financial technology integrations.

Loring Advisory Group Tech Stack

Loring Advisory Group uses 8 technology products and services including Amazon EC2, Drupal, oEmbed, and more. Explore Loring Advisory Group's tech stack below.

  • Amazon EC2
    Cloud Infrastructure Computing
  • Drupal
    Content Management System
  • oEmbed
    Dev Tools
  • Swiper
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • SiteGround
    Platform As A Service
  • Cloudflare Bot Management
    Security
  • Bootstrap
    UI Frameworks

Media & News

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
86%
First.Last@loringadvice.comJohn.Doe@loringadvice.com
14%

Frequently Asked Questions

Where is Loring Advisory Group's headquarters located?

Minus sign iconPlus sign icon
Loring Advisory Group's main headquarters is located at 600 Putnam Pike Suite 4 Greenville, Rhode Island United States. The company has employees across 1 continents, including North America.

What is Loring Advisory Group's phone number?

Minus sign iconPlus sign icon
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?

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

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

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
As of April 2026, Loring Advisory Group has approximately 11 employees across 1 continents, including North America. Key team members include Ceo, Managing Partner: N. L. C.Partner: C. W.Operations Lead: A. H.. Explore Loring Advisory Group's employee directory with LeadIQ.

What industry does Loring Advisory Group belong to?

Minus sign iconPlus sign icon
Loring Advisory Group operates in the Financial Services industry.

What technology does Loring Advisory Group use?

Minus sign iconPlus sign icon
Loring Advisory Group's tech stack includes Amazon EC2DrupaloEmbedSwiperjQuerySiteGroundCloudflare Bot ManagementBootstrap.

What is Loring Advisory Group's email format?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Loring Advisory Group was founded in 1996.

Loring Advisory Group

Financial ServicesRhode Island, United States11-50 Employees

Grow your assets with good people. Get Financial Advice for Life®.

A tradition of inquiry. We're as curious about your needs, values, dreams, and goals, as we are about finance, markets, taxes, and investment strategies.

We are independent, fee-based financial Certified Financial Planner® professionals, a certification widely acknowledged as the definitive standard for investment management excellence. We maintain these standards continually as your asset managers and trusted financial advisors. We are earnest and sincere, working diligently in your best interest.

We know that individual and family financial situations are complex, complicated and dynamic. You’ve worked hard, are disciplined and are seeking expert advice as much as asset and investment management. Our deep and varied expertise and passion for your financial success make us ideally suited to assist clients with exceptional demands and particular or complex financial management needs.

SIMPLE, STRAIGHTFORWARD, COLLABORATIVE - Expect straightforward and honest collaboration from the start. With a focus on listening, care and education we build lasting relationships and provide foreseeable financial outcomes for you and your family.

Financial planning and asset management services offered through Kintra Wealth, LLC, a Registered Investment Adviser.  Securities offered through Mutual Securities, Inc.,  member FINRA/SIPC.  Kintra Wealth, LLC and  Mutual Securities, Inc. are separately owned and operated companies. 

Loring Advisory Group, 600 Putnam Pike, Suite 4, Greenville, RI 02828. 401-949-4196

Section iconCompany Overview

Headquarters
600 Putnam Pike Suite 4 Greenville, Rhode Island United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
11-50

Section iconMedia & News

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.