At Winthrop, we help our clients live life in the moment while boldly exploring and imagining possibilities for their future. Our approach enables us to explore every aspect of your life so that we can design a big-picture plan and investment solutions that balance practicality with opportunity.
Whoever you are, and wherever you are on your journey, our multi-generational team has all the tools and experience to help you pursue your financial goals—and live your life to the fullest.
From fast-growing startups and closely held family businesses to multi-generational enterprises, we will help empower you to operate more efficiently day-to-day, while laying a foundation for navigating the future.
We work closely and collaboratively with our endowment and non-profit clients to provide investment programs and hands-on portfolio management services pursuing global opportunities while seeking to ensure alignment with key business objectives.
We’re committed to seeking out and sharing the trends influencing markets and the outlooks that might inform our investment approach. In an industry like ours, being open to multiple viewpoints and fresh perspectives is a critical part of how we add value, and help our clients imagine all the possibilities.
In the world of finance, things change fast and there’s always more to learn. We’ve created a series of tools that will help you stay educated and keep you informed about the things that matter most.
April 20, 2023
Mark Winthrop, president of Winthrop Wealth, has been named to the 2023 Barron’s “Top 1,200 Financial Advisors” ranking. He is currently ranked 29th in the state of Massachusetts. This marks the fifth consecutive year he has placed in the ranking.
Barron’s 2023 Top Financial Advisors list is out!
The annual list highlights outstanding financial advisors from all 50 states based on data provided by approximately 6,000 financial professionals, according to Barron’s. Advisors are assessed based on varying factors contributing to the quality of their practice*, including revenue produced for the firm, regulatory record and philanthropic work. The full report, which names the top advisors by state, can be viewed here.
“On behalf of LPL, I couldn’t be more honored to congratulate Mark for this distinguished industry recognition from Barron’s,” said Julian Lopez, LPL executive vice president, Independent Advisor Services. “With more than 35 years in the financial service industry, Mark has become a leader in providing a high-quality experience for clients. This recognition demonstrates his extraordinary work and ongoing commitment to helping their clients reach their financial goals.”
Mark Winthrop has 38 years of experience in the financial service industry and provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.
Winthrop is affiliated with LPL Financial, a leading** independent broker-dealer and registered investment advisor (RIA) providing resources, tools and technology to support advisors in their work to enrich their clients’ financial lives.
*Barron’s Top 1,200 Advisors is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.
**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report). No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2022). Among third-party providers of brokerage services to banks and credit unions, No. 1 in AUM Growth from Financial Institutions; No. 1 in Market Share of AUM from Financial Institutions; No. 1 in Market Share of Revenue from Financial Institutions; No. 1 in Financial Institution Market Share; No. 1 in Share of Advisors (2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report). Fortune 500 as of June 2021.
Data provided by Barrons.com – Data as of 12/31/2022 representing trailing 12 months. Ranking published March 2023. Barron’s does not receive compensation in exchange for its placements or ranking.
LPL Financial and its affiliated companies provide financial services only from the United States.
Securities and advisory services offered through LPL Financial LLC, an SEC-registered broker-dealer and investment advisor. Member FINRA/ SIPC.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
LPL Financial, Barron’s, and Winthrop Wealth are all separate entities.