Winthrop Wealth

RIASEC RegisteredEst. 2017

Total AUM

$3.1B

Discretionary

$3.1B

99% of AUM

Avg account

$710K

Accounts

4,369

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 288178
Registered since: April 28, 2017
Website: www.winthropwealth.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI80.42%
Individuals14.19%
Corporations / Businesses2.96%
Pension & Profit Sharing Plans1.66%
Charitable Organizations0.77%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Winthrop Wealth operates as an independent registered investment adviser organized as a limited liability company and SEC-registered since 2017. The firm positions itself as a capital allocator serving individual and family clients alongside institutional relationships. Its advisory services span financial planning, discretionary portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting and the selection of other advisers. Fee arrangements include percentage-of-AUM billing as well as hourly, fixed-fee and other structures. The firm does not market itself as an ESG-focused investor. Winthrop Wealth has been recognized in Forbes’ RIA rankings across multiple years (Forbes Top RIA Firms 2022; America’s Top RIA Firms 2023; Forbes Top RIA Firms 2024), which reflects visibility among industry lists rather than any specific investment style disclosed here.