Winthrop Wealth has been named to Forbes America’s Top RIA Firms 2025, earning the #86 spot nationwide. This recognition underscores the firm’s commitment to delivering fiduciary guidance, thoughtful financial planning, and a client-first approach that helps individuals and families build lasting wealth with confidence.

Winthrop Wealth is proud to announce its inclusion in the Forbes America’s Top RIA Firms 2025 list, ranking #86 among the nation’s leading independent registered investment advisory firms.

Developed by SHOOK Research, the Forbes ranking recognizes top advisory firms across the country for their excellence in client service, fiduciary responsibility, and long-term business sustainability.

Recognition for Industry Leadership

Released on October 1, 2025, the Forbes America’s Top RIA Firms list is designed to identify firms that demonstrate consistent excellence across key measures of quality and service. The evaluation process considers both qualitative and quantitative factors, including:

• In-person, telephone, and virtual due diligence interviews
• Revenue and growth trends
• Assets under management and their quality
• Client retention and satisfaction
• Compliance records and best practices in client service

Portfolio performance is not a factor due to varying client objectives and the lack of audited data.

To qualify, firms must operate under a fiduciary model, maintain a strong compliance record, and complete both an online survey and interview with SHOOK Research. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.

A Commitment to Fiduciary Excellence

“We are honored to be recognized among the top independent RIAs in the country,” said Earl Winthrop, Founding Partner of Winthrop Wealth.

“This recognition reflects our team’s unwavering commitment to providing clients with thoughtful, fiduciary-driven financial guidance.”

About Winthrop Wealth

Founded and headquartered in Boston, Massachusetts, Winthrop Wealth manages more than $2.5 billion in assets for high-net-worth individuals, families, and institutions. The firm takes a comprehensive, fiduciary-based approach to wealth management, combining financial planning and investment management to help clients simplify their financial lives and achieve long-term goals.

Led by Earl Winthrop, Mark Winthrop, Max Winthrop, and Lucas Winthrop, the firm continues a long-standing tradition of excellence in personalized, client-focused financial guidance.