This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-2017
- Office Locations
- 9
Office Locations
About Winthrop Wealth
Winthrop Wealth is a Boston-based wealth management firm serving individuals and families, entrepreneurs, and institutions such as endowments and non-profits. The team builds comprehensive financial and retirement plans and delivers customized investment programs, including investment policy statement support, fiduciary-aligned guidance, and flexible portfolio reporting. Supports major custodians including Schwab and LPL.
Reported data analysis
What the numbers show
Between December 6, 2025 and August 17, 2026, reported AUM increased 19.2%, from $2.6B to $3.1B.
Across 5 reported observations, AUM increased 67.3% between November 15, 2022 and August 17, 2026, from $1.9B to $3.1B.
Of the latest reported AUM, 99.1% is discretionary and 0.9% is non-discretionary.
The firm reports 27 advisory representatives and 2,513 clients, or 93.1 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 9 reported office locations and 9 years in operation. The source data was last updated on August 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Winthrop Wealth's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Winthrop Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
EARL BRYAN WINTHROP
Investment Advisor Representative
- CRD
- #1257625
- Ownership
- 25% but less than 50%
MARK STEVEN WINTHROP
Wealth Advisor
- CRD
- #1351181
- Ownership
- 25% but less than 50%
Showing 2 of 8 owners & executives
Unlock allContacts
ROBERT ABENDROTH
--
- CRD
- #6401139
Joseph M Anastasi
--
- CRD
- #7761176
Showing 2 of 29 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,074,493,065 | $706,780 |
| Non-Discretionary | $26,868,719 | $1,414,143 |
| Total | $3,101,361,784 | $709,856 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Winthrop Wealth 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
Winthrop Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.