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 couldn’t be more honored to congratulate Earl Winthrop for this distinguished industry recognition from Forbes,” said Julian Lopez, LPL executive vice president, Independent Advisor Services. “With more than 35 years in the financial service industry, Earl has become a leader in providing a high-quality experience for clients. As a top advisor in Massachusetts, Mr. Winthrop continues to be laser-focused on making meaningful impacts on the lives of his clients.”
Earl Winthrop is based in Boston, MA 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.
Earl Winthrop is a financial professional affiliated with LPL Financial, a leading** independent broker-dealer and registered investment advisor (RIA), providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
DISCLOSURES
LPL Financial, Forbes, and SHOOK Research are separate entities.
Data provided by SHOOK ® Research, LLC – Data as of 12/31/22. Ranking awarded 4/7/2023 and published by Forbes. Forbes Best-In-State Advisor ranking was developed by SHOOK Research. Neither SHOOK nor Forbes receive compensation in exchange for its placements or rankings.
*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. nominations; and quantitative criteria, such as: 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.
**As reported by Financial Planning magazine, 1996-2022, based on total revenue.
Securities offered through LPL Financial, Member FINRA & SIPC. Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial.
< Accolades
April 19, 2023
Forbes Best In State 2023
Earl Winthrop ranked No. 9 in Massachusetts Forbes’ 2023 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 couldn’t be more honored to congratulate Earl Winthrop for this distinguished industry recognition from Forbes,” said Julian Lopez, LPL executive vice president, Independent Advisor Services. “With more than 35 years in the financial service industry, Earl has become a leader in providing a high-quality experience for clients. As a top advisor in Massachusetts, Mr. Winthrop continues to be laser-focused on making meaningful impacts on the lives of his clients.”
Earl Winthrop is based in Boston, MA 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.
Earl Winthrop is a financial professional affiliated with LPL Financial, a leading** independent broker-dealer and registered investment advisor (RIA), providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
DISCLOSURES
LPL Financial, Forbes, and SHOOK Research are separate entities.
Data provided by SHOOK ® Research, LLC – Data as of 12/31/22. Ranking awarded 4/7/2023 and published by Forbes. Forbes Best-In-State Advisor ranking was developed by SHOOK Research. Neither SHOOK nor Forbes receive compensation in exchange for its placements or rankings.
*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. nominations; and quantitative criteria, such as: 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.
**As reported by Financial Planning magazine, 1996-2022, based on total revenue.
Securities offered through LPL Financial, Member FINRA & SIPC. Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial.