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Nichols & Pratt Advisers LLP

SEC Registered

Trusteeship in Boston is more than a profession

Boston, MAhttps://nichols-pratt.com617-523-6800
Assets Under Management
$1B–$5B
Year Founded
1977
Employees
20
Office Locations
1 office
Total Accounts
642

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.

High Net Worth

Areas of expertise

Private TrusteeshipInvestment ManagementFamily WealthFinancial AdvisoryBoston Trusteeship

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 segmentClientsAssets managed
Individuals (Non-HNW)21$22M
High Net Worth Individuals85$2.2B

Leadership

John Kingston Herbert
PARTNER
Harold Irving Pratt
PARTNER
Richard Killian Nichols
PARTNER
Thomas Ewing Bator
PARTNER
James Richard Nichols
PARTNER
Patricia Debenedictis Popov
PARTNER
Kimberly Hazard Latifi
CHIEF COMPLIANCE OFFICER/PARTNER

Office locations

1 office in 1 state
MA
BostonHQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#107113
SEC Number
801-47618
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
Asset tierAnnual rate
First $1,000,0000.95%
Next $1,000,0000.85%
Next $1,000,0000.75%
Next $2,000,0000.60%
Above $5,000,0000.40%

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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