Winthrop Advisory Group, LLC
● SEC registered since 2017CRD 288178SEC# 801-110461Boston, MA
Reg. AUM
$3.1B
Employees
40
Accounts
4,369
Location
Boston, MA
Winthrop Advisory Group, LLC assets under management
Winthrop Advisory Group, LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2017. It reports $3.1 billion in regulatory assets under management and employs 40 people.
Winthrop Advisory Group, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Joseph Murphy Control | Co-Chief Investment Officer | Under 5% | 2021 |
| Earl Bryan Winthrop Control | Managing Member (class A), Elected Manager | 25-50% | 2022 |
| Harvey Alan Slaughter Control | Director Of Operations And Client Service, Executive | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Winthrop Advisory Group, LLC manage?
Winthrop Advisory Group, LLC reports $3.1 billion in regulatory assets under management on its Form ADV.
How many employees does Winthrop Advisory Group, LLC have?
Winthrop Advisory Group, LLC reports 40 employees.
Where is Winthrop Advisory Group, LLC located?
Winthrop Advisory Group, LLC is based in Boston, MA and has been SEC-registered since 2017.
Does Winthrop Advisory Group, LLC disclose fund performance?
Winthrop Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 321 Columbus Ave, 3rd Fl, Boston, MA 02116-5168 |
| Phone | 617-530-1010 |
| Fax | 857-265-2382 |
| Office hours | 8:30a.m. - 5:30p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1739043 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.1B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$3.1Bregulatory AUM
Discretionary $3.07BNon-discretionary $26.9M