WINTHROP ADVISORY GROUP, LLC
Legal name: WINTHROP WEALTH
CRD #288178 SEC #801-110461 BOSTON, MA 617-530-1010
SEC Registered
Total AUM
$2.6B
Discretionary
$2.6B
Employees
36
Clients
101
Accounts
3,872
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.6B | $2.6B | $23.6M | 36 | 32 |
| Dec 2025 | $2.6B | $2.6B | $23.6M | 36 | 32 |
| Jul 2025 | $2.6B | $2.6B | $23.6M | 36 | 32 |
| Jun 2025 | $2.6B | $2.6B | $23.6M | 36 | 32 |
| Mar 2025 | $2.6B | $2.6B | $23.6M | 36 | 32 |
| Mar 2025 | $2.6B | $2.6B | $23.6M | 36 | 32 |
| Nov 2024 | $2.2B | $2.2B | $21.2M | 36 | 29 |
| Jul 2024 | $2.2B | $2.2B | $21.2M | 36 | 29 |
| Feb 2024 | $2.2B | $2.2B | $21.2M | 31 | 29 |
| Sep 2023 | $1.8B | $1.8B | $19.6M | 31 | 39 |
| Apr 2023 | $1.8B | $1.8B | $19.6M | 28 | 39 |
| Feb 2023 | $1.8B | $1.8B | $19.6M | 28 | 39 |
| Nov 2022 | $1.9B | $1.8B | $22.5M | 22 | 17 |
| Mar 2022 | $1.9B | $1.8B | $22.5M | 22 | 17 |
| Oct 2021 | $1.6B | $1.5B | $15.2M | 21 | 12 |
| Sep 2021 | $1.6B | $1.5B | $15.2M | 21 | 12 |
| Mar 2021 | $1.6B | $1.5B | $15.2M | 21 | 12 |
| Nov 2020 | $1.3B | $1.3B | $10.5M | 18 | 2 |
| Oct 2020 | $1.3B | $1.3B | $10.5M | 18 | 2 |
| Sep 2020 | $1.3B | $1.3B | $10.5M | 18 | 2 |
| Aug 2020 | $1.3B | $1.3B | $10.5M | 18 | 2 |
| Aug 2020 | $1.3B | $1.3B | $10.5M | 18 | 2 |
| Jun 2020 | $1.3B | $1.3B | $10.5M | 18 | 2 |
| Jan 2020 | $1.3B | $1.3B | $10.5M | 17 | 2 |
| Aug 2019 | $1.1B | $1.1B | $1.3M | 19 | 0 |
| Jul 2019 | $1.1B | $1.1B | $1.3M | 19 | 0 |
| Jul 2019 | $1.1B | $1.1B | $1.3M | 19 | 0 |
| Jun 2019 | $1.1B | $1.1B | $1.3M | 19 | 0 |
| Mar 2019 | $1.1B | $1.1B | $1.3M | 18 | 0 |
| Mar 2018 | $1.1B | $1.1B | $0 | 10 | 0 |
| Aug 2017 | $1B | $1B | $0 | 10 | 0 |
| May 2017 | $0 | $0 | $0 | 10 | 0 |
| Apr 2017 | $0 | $0 | $0 | 10 | 0 |
DateDec 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$23.6M
Employees36
Clients32
DateDec 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$23.6M
Employees36
Clients32
DateJul 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$23.6M
Employees36
Clients32
DateJun 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$23.6M
Employees36
Clients32
DateMar 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$23.6M
Employees36
Clients32
DateMar 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$23.6M
Employees36
Clients32
DateNov 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$21.2M
Employees36
Clients29
DateJul 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$21.2M
Employees36
Clients29
DateFeb 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$21.2M
Employees31
Clients29
DateSep 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$19.6M
Employees31
Clients39
DateApr 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$19.6M
Employees28
Clients39
DateFeb 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$19.6M
Employees28
Clients39
DateNov 2022
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$22.5M
Employees22
Clients17
DateMar 2022
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$22.5M
Employees22
Clients17
DateOct 2021
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$15.2M
Employees21
Clients12
DateSep 2021
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$15.2M
Employees21
Clients12
DateMar 2021
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$15.2M
Employees21
Clients12
DateNov 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$10.5M
Employees18
Clients2
DateOct 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$10.5M
Employees18
Clients2
DateSep 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$10.5M
Employees18
Clients2
DateAug 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$10.5M
Employees18
Clients2
DateAug 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$10.5M
Employees18
Clients2
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$10.5M
Employees18
Clients2
DateJan 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$10.5M
Employees17
Clients2
DateAug 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.3M
Employees19
Clients0
DateJul 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.3M
Employees19
Clients0
DateJul 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.3M
Employees19
Clients0
DateJun 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.3M
Employees19
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.3M
Employees18
Clients0
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients0
DateAug 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0