Accolades

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2018 Forbes / SHOOK Best-in-State Wealth Advisors 2018

Accolades |

This year’s Best-In-State Wealth Advisors list spotlights over 2,000 top-performing advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states. Earl Winthrop Ranked #58 and Mark Winthrop Ranked #15 by Forbes in the state of Massachusetts.

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Disclosure:
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.  Portfolio performance is not a criterion due to varying client objectives and lack of audited data.  Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.