Winthrop Wealth has earned a spot on the Forbes 2024 America’s Top RIA Firms list, securing the #92 position. This recognition, now in its third year, is a collaboration between Forbes and Shook Research. The list spotlights Registered Investment Advisor (RIA) firms with outstanding records of managing and safeguarding client wealth over the long term. This year’s roster of 250 firms collectively oversees an impressive $1.6 trillion in assets, highlighting the significant impact these firms have on the financial landscape.

Winthrop Wealth‘s inclusion on this list underscores the firm’s dedication to providing professional financial advisory services. This accolade highlights Winthrop Wealth’s standing as a partner for individuals and families seeking guidance in navigating the complexities of wealth management. The firm’s presence on the Forbes list is a testament to its consistent pursuit of excellence and its efforts to provide consistent services for its valued clients.

The Forbes/Shook Top RIA list is compiled through a rigorous selection process that evaluates firms based on a comprehensive set of criteria. These criteria encompass both quantitative and qualitative factors, providing a holistic assessment of each firm’s capabilities and performance. Some of the key metrics considered include assets under management, revenue growth, client retention rates, and industry experience.

“We are honored to be recognized by Forbes as one of the top RIA firms in the country. This achievement is a testament to our unwavering commitment to delivering exceptional client service and providing strategic financial guidance that empowers our clients to achieve their long-term financial goals and live life to its fullest.”

In addition to these quantitative measures, the evaluation process also incorporates qualitative assessments of each firm’s service offerings, investment strategies, and overall client experience. This multifaceted approach helps identify the firms included on the list as notable within the industry, demonstrating a commitment to both financial strength and client-centric practices.

For Winthrop Wealth, this recognition is not just an accomplishment but a validation of its client-centric philosophy and its dedication to providing innovative wealth management solutions. Being acknowledged among the nation’s top RIA firms by a respected publication like Forbes amplifies Winthrop Wealth’s visibility and reputation within the financial services industry. This heightened profile is anticipated to create new avenues for growth and expansion, allowing the firm to reach a wider audience of discerning investors.

Furthermore, Winthrop Wealth’s inclusion on the Forbes list serves as a differentiator in the competitive financial advisory market. It provides prospective clients with a highlight of the firm’s capabilities and its commitment to delivering professional service. This recognition is expected to attract investors who are actively seeking experienced financial partners to help them pursue their long-term financial goals.

Looking ahead, Winthrop Wealth can leverage this recognition to further strengthen its market presence and attract talent in the financial advisory field. The firm remains dedicated to upholding the highest standards of service and integrity, striving to exceed client expectations while navigating the ever-evolving financial landscape. As Winthrop Wealth continues to grow, its commitment to its core values and its dedication to client success will remain paramount. For more information about Winthrop Wealth and its services, please visit www.winthropwealth.com.

Winthrop Wealth is a fee-based wealth advisory firm based in Boston, MA. Winthrop Wealth provides wealth planning, investment management, and tax and estate planning services for institutions, high net worth and ultra-high net worth individuals, families, and business owners. The firm also offers retirement plan advice for small- to medium-sized businesses, endowments, and other institutions. Our founding partners, Mark Winthrop and Earl, started in the industry in 1985 with the core mission of always putting the client first. For more than 30 years, our senior founding partners have helped clients manage every aspect of their financial lives by providing fresh ideas, experience and personalized service through Winthrop Wealth or prior firms.

In recent years, Winthrop Wealth has continued these traditions, filing as a registered investment advisor since 2017, and building a tenured team of investment and planning professionals to support the ongoing needs of both its current client-base and the next generation of clients. Today, Winthrop Wealth remains a family business led by an experienced, multi-generational team. Whether our client is an institution looking to preserve and grow its endowment to provide continuity to its central mission or an individual looking to maximize the impact of their wealth, Winthrop Wealth is committed to its mission of helping clients live life to the fullest.