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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-15-2015
- Office Locations
- 1
Office Locations
About Winthrop Partners - WNY, LLC
Winthrop Partners is a fee-only, fiduciary RIA providing comprehensive financial planning, retirement planning, and ongoing investment management for individuals and families. The team builds custom plans, implements and consolidates assets, and monitors portfolios over time. Based in Buffalo with offices in Doylestown, Pittsburgh, and Miami, they leverage Raymond James’ platform for client access and third-party custodial monitoring and primarily use ETFs in managed accounts.
Team overview
Insights
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS JOHN SAUNDERS JR.
Chief Operating Officer, Managing Member
- CRD
- #2854359
- Ownership
- 25% but less than 50%
ROBERT BRIAN WERNER
Chief Investment Officer, Financial Advisor, General Partner
- CRD
- #4910211
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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JENNIFER DAWN ROBERTS
Partner
- CRD
- #2490363
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $184,269,264 | $624,642 |
| Non-Discretionary | $1,960,639 | $280,091 |
| Total | $186,229,903 | $616,655 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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