Winthrop Wealth

RIASEC Registered

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 is an independent, SEC-registered investment adviser (registration first entered in 2017) organized as an LLC. The firm acts as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Its advisory menu includes comprehensive financial planning, discretionary portfolio management for individuals, small businesses and institutional entities, pension consulting services, and the selection and oversight of third‑party managers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Winthrop does not describe itself as an active ESG investor. The firm was recognized by Forbes on its Top RIA Firms lists in 2022, 2023, and 2024.