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Winthrop Wealth Earns Spot in Forbes America's Top RIA Firms 2025

Winthrop Wealth, an independent registered investment advisor based in Boston, is thrilled to announce its recognition in the prestigious Forbes list of America’s Top RIA Firms for 2025. The firm secured the 86th position among the nation's leading independent firms, showcasing its dedication to excellent client service and fiduciary responsibility.

The esteemed list, prepared by SHOOK Research, evaluates advisory firms on various qualitative and quantitative factors. These include personal interviews, revenue trends, assets under management, and client retention rates, along with compliance records and best practices in service. It’s important to note that portfolio performance does not influence the rankings due to the diversity in client goals and the absence of audited data.

To qualify for the Forbes list, firms must adhere to a fiduciary model, ensuring compliance while completing an exhaustive interview process and online survey facilitated by SHOOK Research. Importantly, neither Forbes nor SHOOK Research accepts any compensation for entries on the list, ensuring an unbiased recognition process.

Earl Winthrop, the founding partner of Winthrop Wealth, expressed immense pride in this achievement, stating, “We are honored to be recognized among the top independent RIAs in the country. This acknowledgment reflects our team's unwavering commitment to providing clients with thoughtful, fiduciary-driven financial guidance.”

Founded in Boston, Massachusetts, Winthrop Wealth manages over $2.5 billion in assets, catering to high-net-worth individuals, families, and institutional clients, with a minimum account size set at $2 million. The firm upholds a long-standing tradition of personalized wealth management, led by Earl Winthrop alongside Mark Winthrop, Max Winthrop, and Lucas Winthrop. Their collaborative efforts have brought forth a remarkable approach to asset management that resonates with clients seeking comprehensive financial planning.

The 2025 listing was released on October 1, reflecting data collected as of October 2024. This timely announcement reinforces Winthrop Wealth's position as a trusted advisor in the financial realm and underscores its role in the ever-evolving wealth management landscape.

For further information regarding the Forbes America's Top RIA Firms 2025 ranking and its methodology, one can visit Forbes.com. As the landscape of financial advising continues to transform, firms like Winthrop Wealth are pivotal in guiding clients through complex economic terrains, ensuring strategy alignment with financial aspirations.

As a fiduciary-based firm, Winthrop Wealth remains solution-driven, assisting clients in simplifying their financial lives and accomplishing long-term goals—principles that have become a cornerstone of their business operations.

About Winthrop Wealth
Winthrop Wealth is an independent, fiduciary-focused wealth management firm located in Boston, Massachusetts. With a robust team committed to excellence, the firm specializes in comprehensive financial planning and investment management, aiming to simplify the lives of its clients. Through a steadfast commitment to clients' interests, Winthrop Wealth aspires to lead in the financial advisory industry, embodying the principles of integrity and personalized service.