Mark Winthrop was recently ranked No. 4 and Earl Winthrop ranked No 15 in Massachusetts on the Forbes’ 2022 Best-In-State Wealth Advisors list.

According to Forbes, the annual ranking spotlights the nation’s top-performing advisors, evaluated based on criteria* that includes industry experience, client retention and assets under management. View the full list.

“On behalf of LPL, I’m thrilled to congratulate Mark and Earl Winthrop for this distinguished industry recognition from Forbes,” said Angela Xavier, LPL executive vice president, Independent Advisor Services.With more than 35 years in the financial service industry, Mark and Earl have become an experienced source of knowledge and support for their clients. As a top advisor in Massachusetts, Mark and Earl are harnessing the value of the independent model to provide a differentiated client experience and most importantly, help make a meaningful impact on the lives of their clients.”

Mark Winthrop and Earl Winthrop are financial advisors affiliated with LPL Financial, a leading** retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.

 

DISCLOSURES

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

LPL Financial, Forbes, and SHOOK Research are separate entities.