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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-1999
- Office Locations
- 2
Office Locations
About Douglass Winthrop Advisors LLC
Douglass Winthrop Advisors is an RIA serving individuals and families as well as trusts and endowments. The firm provides investment management alongside investment planning, portfolio construction, tax planning and insurance coordination. Portfolios are primarily ETF-based with additional fixed income exposure, reflecting an active-management and socially responsible tilt. Operates across retail and institutional relationships and uses Black Diamond.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 24, 2026, reported AUM increased 10.9%, from $5.8B to $6.5B.
Across 5 reported observations, AUM increased 28.6% between December 5, 2022 and March 24, 2026, from $5.0B to $6.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 18 advisory representatives and 1,328 clients, or 73.8 clients per representative. That equates to $4.9M in reported AUM per client.
The profile lists 2 reported office locations and 26 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Douglass Winthrop Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT ROYAL DOUGLASS
Partner, PRINCIPAL
- CRD
- --
- Ownership
- 10% but less than 25%
JOHN WINTHROP JR
Principal
- CRD
- #2368223
- Ownership
- 10% but less than 25%
Showing 2 of 9 owners & executives
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Daniel Rhame Abbasi
Principal
- CRD
- #7635581
EDWARD ALEXANDER CRAWFORD
Managing Director, Managing Member
- CRD
- #3100637
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,456,833,102 | $2,708,403 |
| Non-Discretionary | $12,849 | $12,849 |
| Total | $6,456,845,951 | $2,707,273 |
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Separately Managed Accounts
SMA allocation detail is available
Douglass Winthrop Advisors LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Douglass Winthrop Advisors LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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