Your Firm story is where you describe your advisor-facing value proposition, explaining why another firm, advisor, or new hire would want to join your firm. Indicate if your firm is an experienced acquirer, what the asset retention rates have been, and whether the sellers were a 'sell and stay' or 'sell and go.'
We are an independent financial advising firm that specializes in custom approaches to wealth accumulation and preservation through our unbiased fiduciary advise. We serve both individuals and institutions.
Winthrop Wealth is a fee-based wealth advisory firm headquartered in Boston, MA with offices in Seattle, WA, Scottsdale, AZ and Westport, CT. The firm was founded in 1985 by brothers Mark and Earl Winthrop, Generation 1, and is now led by the experienced Generation 2 team of Max and Lucas Winthrop.
Enterprises are firms that require maximum visibility over anonymity. They position their brand as a market leader to attract top-tier interest. They are scaling their reach, building their bench, and assembling a competitive marketplace.
The industry remains dominated by small advisory firms with 68.5% managing less than $1 billion in total assets. Despite this fragmentation, the top of the market is consolidating rapidly as the largest 200 firms now control 66.1% of all industry assets.
Discover how RIA Match works in just three simple steps — and find your perfect match today.
Use our guided profile cards to tell your story and describe your goals.
Sort and filter your Lists to refine your choices.
Use our platform to engage and start discussions.
Scale your firm with the Enterprise tier. Integrate your logo across our platform to stay top-of-mind with both subscribers and public visitors. Transform passive interest into a robust lead pipeline by showcasing your mission to a high-intent audience.
Gain a competitive edge with advanced analytics, providing the data needed to track prospect behavior and ensure every follow-up is backed by insight.
$199\monthly
Have questions or want to learn more about RIA Match?
Send us message. Our team is here to help. Let's move your business forward together.