Nichols & Pratt Advisers LLP
SEC RegisteredTrusteeship in Boston is more than a profession
About the firm
Since our founding in 1977, the Partners of Nichols & Pratt have consistently acted in the finest traditions of Boston private trusteeship: blending service, counsel and sustainable investment results for our clients. The Partners of Nichols & Pratt are one of only a handful of independent private trustee partnerships.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
A wide range of services for individuals, Trustees and families, including investing money and serving as a trusted advisor for all aspects of a family's financial well-being, offered through Nichols & Pratt or Nichols & Pratt Advisers.
Who they serve
Individuals, Trustees and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 21 | $22M |
| High Net Worth Individuals | 85 | $2.2B |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 0.95% |
| Next $1,000,000 | 0.85% |
| Next $1,000,000 | 0.75% |
| Next $2,000,000 | 0.60% |
| Above $5,000,000 | 0.40% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nichols & Pratt Advisers LLP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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