AdFi
WW

Winthrop Wealth

SEC Registered
Boston, MA617-530-1010
Assets Under Management
$1B–$5B
Office Locations
7 offices
Total Accounts
4369

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Leadership

Ppc Richard Charles St. Onge
CHIEF COMPLIANCE OFFICER
Mark Steven Winthrop
MANAGING MEMBER
Aif Earl Bryan Winthrop
MANAGING MEMBER
Lucas Alexander Winthrop
CHIEF OPERATING OFFICER
Max Gustav Winthrop
CHIEF EXECUTIVE OFFICER
Michael G. Banchick
CHIEF TECHNOLOGY OFFICER

Office locations

7 offices in 4 states
MA
BostonHQ
AZ
Scottsdale
CT
Westport
WA
Bellevue
WA
Bellingham
MA
Wakefield
MA
Westborough

Advisors at this firm

28 advisors in the directory

Earl Bryan Winthrop
Investment Adviser Representative
Investment Adviser Representative
Mark Steven Winthrop
Investment Adviser Representative
Investment Adviser Representative
Daniel L Castle
Investment Adviser Representative
Investment Adviser Representative
Richard Andrew Boehm
Investment Adviser Representative
Investment Adviser Representative
David William Mercer
Investment Adviser Representative
Investment Adviser Representative
Robert Eric Zola
Investment Adviser Representative
Investment Adviser Representative
Edward Thomas Burke
Investment Adviser Representative
Investment Adviser Representative
Peter Thomas Jaworski
Investment Adviser Representative
Investment Adviser Representative
David Michael Moretsky
Investment Adviser Representative
Investment Adviser Representative
Gregory Paul Costantino
Investment Adviser Representative
Investment Adviser Representative
Aimee Margaret Lloyd
Investment Adviser Representative
Investment Adviser Representative
Kenneth James Dean
Investment Adviser Representative
Investment Adviser Representative
Richard Charles St. Onge
Investment Adviser Representative
Investment Adviser Representative
Sheena Anne Oberoi
Investment Adviser Representative
Investment Adviser Representative
Robert James Reamer
Investment Adviser Representative
Investment Adviser Representative
Andrew Joseph Murphy
Investment Adviser Representative
Investment Adviser Representative
Scott Cohen
Investment Adviser Representative
Investment Adviser Representative
Jonathan Peter Hunter
Investment Adviser Representative
Investment Adviser Representative
Max Gustav Winthrop
Investment Adviser Representative
Investment Adviser Representative
Lucas Alexander Winthrop
Investment Adviser Representative
Investment Adviser Representative
Matthew Joseph McGrath
Investment Adviser Representative
Investment Adviser Representative
Harvey Alan Slaughter
Investment Adviser Representative
Investment Adviser Representative
Amber Michele Moser
Investment Adviser Representative
Investment Adviser Representative
Robert Abendroth
Investment Adviser Representative
Investment Adviser Representative
Francesca M Lanza
Investment Adviser Representative
Investment Adviser Representative
Cavan M Lamontagne
Investment Adviser Representative
Investment Adviser Representative
Sean Winthrop
Investment Adviser Representative
Investment Adviser Representative
Joseph M Anastasi
Investment Adviser Representative
Investment Adviser Representative

Regulatory & compliance

CRD number
#288178
SEC Number
801-110461
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee / Other

Data as of September 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Winthrop Wealth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Winthrop Wealth in Boston, MA - Fees, Services & Advisors