Forbes: 2019 Best-In-State Wealth AdvisorsAccolades |
This year’s Best-In-State Wealth Advisors list spotlights over 3,000 top 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 #35 and Mark Winthrop ranked #20 by Forbes in the state of Massachusetts for 2019.
At Winthrop Wealth Management, we strive to perform at the highest standards when providing financial guidance to our clients and are proud to be recognized for our hard work and dedication to those efforts.
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.
LPL Financial, Forbes, and SHOOK Research are separate entities.