Mark Winthrop, president of Winthrop Wealth, has been named to the 2024 Barron’s “Top 1,200 Financial Advisors” ranking. He is currently ranked 28th in the state of Massachusetts. This marks the sixth consecutive year he has placed in the ranking.
Barron’s 2024 Top Financial Advisors list is out!
The annual list highlights outstanding financial advisors from all 50 states based on data from approximately 6,000 financial professionals, according to Barron’s. Advisors are assessed based on varying factors including: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. The full report, which showcases the top advisors by state, can be viewed here.
“On behalf of the entire team at LPL, I’m excited to congratulate Mark Winthrop on this esteemed industry recognition from Barron’s,” said Julian Lopez, LPL executive vice president, Independent Advisor Services Relationship Management. “This award demonstrates his thoughtful commitment to helping his clients chart a path forward toward their financial goals amidst economic uncertainty and global strife. LPL is committed to empowering growth-minded advisors like Mark with the investment solutions, technology platforms, resources and services they need to deliver an exceptional experience for their clients.”
Mark Winthrop has 39 years of experience in the financial services 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 a financial advisor affiliated with LPL Financial, a leading wealth management firm that supports financial advisors—whether they work as independent business owners, with an RIA firm or in a financial institution—so they may deliver great advice and run a thriving business.
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.
DISCLOSURES
*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 12/31/2023 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 State
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Other advisory services offered through Winthrop Wealth, a registered investment advisor and separate entity from LPL Financial.
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.
< Accolades
April 10, 2024
Barron’s Top Advisors 2024
Mark Winthrop, president of Winthrop Wealth, has been named to the2024 Barron’s “Top 1,200 Financial Advisors” ranking. He is currently ranked 28th in the state of Massachusetts. This marks the sixth consecutive year he has placed in the ranking.
Barron’s 2024 Top Financial Advisors list is out!
The annual list highlights outstanding financial advisors from all 50 states based on data from approximately 6,000 financial professionals, according to Barron’s. Advisors are assessed based on varying factors including: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. The full report, which showcases the top advisors by state, can be viewed here.
Mark Winthrop has 39 years of experience in the financial services 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 a financial advisor affiliated with LPL Financial, a leading wealth management firm that supports financial advisors—whether they work as independent business owners, with an RIA firm or in a financial institution—so they may deliver great advice and run a thriving business.
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.
DISCLOSURES
*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 12/31/2023 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 State
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Other advisory services offered through Winthrop Wealth, a registered investment advisor and separate entity from LPL Financial.
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.