0
Offers
Three competing firm packages, side-by-side, with full economics.
Private Match
Live2026 Mandate
By appointment only
12 / 16slots confirmed
Three offers.
Privately. To your inbox in
two business days.
Tell us your numbers in confidence. Three competing offers come back to you. Full economics. Full diligence. Full transition packages. Privately delivered. No firm hears your name without your written go-ahead.
- Three side-by-side offers from real decision-makers. Not recruiter pitches.
- Wirehouse, boutique, hybrid-RIA, and independent on the same memo.
- Delivered as a private PDF to the email you give us. Nothing shared with anyone else.
- Zero cost to you. Our contracts sit with the platforms, never the advisor.
Trusted by +250 partner firms
3 active engagements this month · 2 slots remaining
Start in under two minutes
Or call the partners directly: (781) 205-0510
Average response: same business day.
Platform reach
We work with 150+ nationally recognized firms.
Wirehouse, regional, boutique, hybrid-RIA, custodian, and fully independent. Every credible path on one private memo.
LPL FinancialRaymond JamesRBC Wealth ManagementMorgan StanleyCeteraKestraFidelitySchwabWells FargoAmeripriseDynasty Financial PartnersSanctuary WealthElevation PointLPL FinancialRaymond JamesRBC Wealth ManagementMorgan StanleyCeteraKestraFidelitySchwabWells FargoAmeripriseDynasty Financial PartnersSanctuary WealthElevation Point
Fortis Lux CapitalKingswood U.S.OSAICCommonwealth FinancialNewEdge WealthEquitable AdvisorsConcurrentSteward PartnersRockefeller CapitalHightowerMarinerJanney Montgomery ScottFortis Lux CapitalKingswood U.S.OSAICCommonwealth FinancialNewEdge WealthEquitable AdvisorsConcurrentSteward PartnersRockefeller CapitalHightowerMarinerJanney Montgomery Scott
Partial list. New platform relationships added monthly. Hover to pause.
0
Business days
From submission to a private memo in your inbox. Often sooner.
0
Cost to you
Our contracts sit with the platforms. The advice has nothing to defend.
What you receive
Four deliverables. One private process.
Submit once. Within a few business days you'll have what most advisors spend twelve months trying to assemble alone.
01
A curated shortlist
Three to five firms that fit your book, your culture, and your succession horizon. Not the rolodex of whoever called first.
02
Side-by-side economics
Transition packages, ongoing payouts, equity structures, and platform fees compared on a single page. The numbers no one wants to give you.
03
Discreet introductions
When you're ready, we open the door to the people who actually approve your deal. Not a recruiter. Not a regional gatekeeper.
04
Negotiation leverage
Multiple credible options sitting on the table at the same time. The single best determinant of the package you'll be offered.
The deliverable
What lands in your inbox.
A private PDF memo. Cover sheet, your three matched firms, full economic summary, a partner's read. Sent only to the email you give us. Encrypted at rest, watermarked, never shared.
- Three competing firm packages with full economics
- Side-by-side payout, transition, equity, and platform fees
- A partner's read on which firm fits which kind of book
- A short list of next steps you control entirely
Private Match Memo
Confidential · For Recipient Only
PM-2026-0418
Prepared for Advisor X
$310M AUM · T12 $2.4M · Wirehouse departure
Offer 01
100% up-front
Independent Firm A
+70% back-end · 90% payout
Offer 02
130 bps of AUM
Independent Firm B
+ back-end bonuses · 94% payout
Offer 03
220% up-front · +230% back-end
Wirehouse X
450% total deal
Partner's read
“Offer 03 has the biggest headline but a nine-year claw-back. Offer 01 is the strongest cash-on-cash given the book's succession horizon. Recommend diligence on both before signing.”
When you're ready
See your three offers in one private memo.
By the numbers
What proof looks like.
Eight years of confidential transitions, all with one number that matters: 96% of advisors who move with us refer the next one.
- $50.3B
- AUM successfully transitioned
- 100+
- Advisory teams transformed
- 96%
- Client referral rate post-move
- 250+
- Firm partners across the U.S.
Live this quarter
Recent activity, updated in real time.
- 0
- Advisors placed this quarter
- $0.0B
- Client assets transitioned YTD
- 0
- Active engagements right now
- 0
- Mandate slots remaining this month
Recent placements
What the last thirty days looked like.
Identifying details withheld. Standard for every engagement.
- This weekWirehouse team$410M→ boutique RIA
- Last weekSenior advisor$180M→ hybrid platform
- Last weekTwo-partner team$640M→ independent BD
- Two weeks agoRegional VP$260M→ wirehouse-to-wirehouse
- Three weeks agoFather-son team$520M→ boutique RIA
- Last monthSolo advisor$95M→ RIA launch
Updated weekly. Numbers reflect placements only. Not introductions or active engagements.
Be the next entry on this listWhy advisors choose us
What changes when you stop running this alone.
Most advisors approach a transition the same way they approach a client's estate plan: thoughtfully, but only once. We've run this process more than three hundred times.
Confidentiality
Your name doesn't leave the room.
Outreach is controlled, paced, and only happens after you’ve approved the firms in writing. No leakage to your branch, your manager, or the wirehouse rumor mill.
Breadth
Every credible path on one page.
Wirehouse to boutique, hybrid-RIA, fully independent, succession recap. We maintain real relationships across all of them, so the comparison is honest.
Leverage
Multiple offers. One quiet table.
Advisors who run a structured process consistently land packages 15–35% above the first verbal. Leverage is what we manufacture. Negotiation is what we run.
Alignment
No cost. No agenda. Ever.
Our contracts sit with the platforms, never with you. We don’t earn a dollar more if you go to firm A versus firm B. The advice has nothing to defend.
For the record
This isn't recruiting. Here's the ledger.
Recruiting firms and Winthrop & Co. both get paid by the platforms. The difference is everything else: how the shortlist is built, what stays private, and who is on the line when the offer hits the table at seven o'clock at night.
Typical recruiter
Winthrop & Co.
Who pays whom
Typical recruiter
Recruiter is paid by the firm that signs you, often a percentage of your transition package.
Winthrop & Co.
Same. Fee is paid by the platform, never the advisor. The difference is what we are willing to walk away from.
Pipeline incentive
Typical recruiter
Volume firm. Hundreds of advisors in pipeline at any time, optimized for placement count.
Winthrop & Co.
Two partners. Roughly thirty active engagements per year. Optimized for the right placement, not the next one.
First conversation
Typical recruiter
Sales call. Pitch deck for the firm currently paying the highest. Pressure to commit before you have alternatives.
Winthrop & Co.
Read of your intake, by a partner, before any firm is contacted. No pitch. Just a diagnostic.
Firm coverage
Typical recruiter
Two or three platforms in active rotation. The shortlist tends to look the same across every advisor.
Winthrop & Co.
150+ firm relationships across wirehouse, regional, boutique, hybrid-RIA, custodian, and independent. Every advisor's shortlist is rebuilt from scratch.
What stays private
Typical recruiter
Your information may circulate as a teaser to multiple firms before introductions begin.
Winthrop & Co.
Your name never leaves the office without your written go-ahead. Period. No teasers. No exceptions.
After you sign
Typical recruiter
Engagement effectively ends. Future questions handled by the placing firm.
Winthrop & Co.
Same partners on the line for transition execution, day-one client conversations, and the first review at six months.
We don't object to recruiters. We just don't do what they do, and we don't want to be confused with them.
Submit privatelyThe process
Four steps. Sixty to a hundred days.
Most advisors run their entire transition between Q1 of one year and the first quarter of the next. We move at your pace, not ours.
Day one is when your clients get the call. Everything before that is preparation.
Step 01
You submit. Privately.
Six fields and a few notes. That's the entire intake. A partner reads it the same business day. Not an intake coordinator. Not an algorithm.
Step 02
We build your shortlist.
Within two business days you'll have a shortlist of three to five firms, chosen against your numbers, your geography, your succession plan, and your client base.
Step 03
Quiet introductions.
When you're ready, we open the door to firm leadership directly. Always controlled. Always to decision-makers. Always with you in the driver's seat.
Step 04
You decide. We negotiate.
Compare offers side-by-side, run diligence on whichever firms you choose, and let us hold the negotiation. You sign on day one with the package you actually wanted.
The first step is the smallest
Six fields. One private memo. A real shortlist this week.
What advisors say
On the record. Off the books.
“I'd been told for years what my book was ‘worth.’ What Winthrop put in front of me, in writing, in three weeks, was forty percent above any number I'd ever heard. They held the negotiation. I just signed.”
“What I appreciated most was what they didn't do. No recruiter follow-ups. No firm calling my branch manager. The shortlist arrived, the introductions happened on my schedule, and the offer landed twenty days later.”
Identities withheld at advisor request. Standard for every Private Match engagement.
W&Co.
Three covenants
What we will never do.
Confidential, or we don't proceed.
Your name does not leave our office without your written authorization. Ever. The first breach is also the last.
Founder-led. Not handed off.
The partners read every intake personally. You will never be passed to an associate, a recruiter, or an offshore team.
Three offers, or no engagement.
If we cannot put three real, competing offers on the table, we will tell you on the first call and refer you out for free.
The Firm
II
Two partners · founder-led
Founder-led. Not handed off.
Winthrop & Co. is run by two partners. They write the memos. They make the introductions. They sit on the call when the counter-offer hits the table at seven o'clock at night.
The firm is intentionally small. By design.
Read by partners
Every intake.
Your six-field submission is opened, read, and triaged by a partner the same business day. Never an associate. Never a queue.
Decades inside
Forty years combined.
The partners have spent their entire careers inside the firms you're considering. Wirehouses, custodians, hybrid platforms, RIAs. Both sides of every desk.
Single concierge
One number. One inbox.
From first message to signed offer, you talk to the same two people. No account managers, no hand-offs, no rotating juniors.
FAQ
The questions advisors ask before submitting.
Eight answers to the eight questions we hear inside the first ten minutes of every call.
Want to read more?
See the full FAQDoes this cost me anything?
No. There is no fee, no retainer, and no back-end commission paid by you at any point. Our contracts sit with the firms and platforms we introduce you to. If you decide to stay where you are, you owe us nothing.How exactly do you get paid?
When an advisor we introduce you to brings you on, the firm pays us a one-time placement fee out of their own budget. Never out of your transition package, never out of your future production, never out of your client revenue. Our incentive is alignment with the right firm, not the highest-paying one. We will turn down a placement we don't believe in.How confidential is this, really?
Your name does not leave our office without your written authorization. We never market your book, never circulate teasers, and never tell a firm you're looking until you say so. The standard posture for every engagement is total discretion.Will I get recruiter calls?
No. We are not a recruiting firm and we do not sell, share, or hand off your information. The only people who will contact you are the partners at Winthrop & Co. And only when you tell us to.What happens in the first 24 hours after I submit?
A partner reads your intake the same business day. You receive a private confirmation email with a partner's direct mobile within an hour. Within 24 hours we've mapped your shortlist criteria internally and are reaching out to platform leadership where the fit is clear. Within two business days the memo lands in your inbox.Can I see a sample memo before I submit?
Yes. Email a partner directly at info@winthropco.com and we will send you a fully anonymized sample Private Match memo. Same format and depth your own would take. No commitment, no follow-up sequence.I'm not sure I'm moving. Should I still submit?
Yes. About a third of the advisors who run a Private Match end up renewing where they are with a clearer sense of what their book is worth. Knowing your number is the asset, regardless of what you do with it.What if my current firm finds out?
They won't, unless you tell them. We use clean diligence protocols, separate communication channels, and never put you in a room with a firm until you've approved the introduction in writing.How long does the whole process take?
From first submission to a written shortlist is typically two business days. From shortlist to signed offer is usually 60 to 100 days, depending on how quickly you want to move and how long diligence takes on your side. Day one is when your clients get the call. Everything before that is preparation.Do you only work with advisors above a certain size?
Most engagements are with advisors and teams between $250M and $5B+ in AUM. That's where the platform negotiation leverage is most pronounced. If you're below that range, submit anyway. We will either work with you directly or place you with a trusted partner firm at no cost. We do not turn away advisors with a real book and a real question.What kinds of moves do you handle?
We handle ALL transitions within the wealth management space. Our seasoned professionals have a 10+ year track record of successful placements across every sector of financial services: wirehouse, regional, boutique, hybrid-RIA, custodian, fully independent, and succession-driven M&A. If it involves an advisory book moving, we have run the process.
Industry coverage
AdvisorHubThinkAdvisorWealthManagement.comRIABizFinancial Advisor MagazineAdvisorPediaInvestmentNews
Your move
Three offers.
In your inbox.
In two business days.
Six fields, one private memo, the most concrete step you've taken on this in years. Submit once and let the partners handle the rest.
Confidential by default. No firm hears your name without your written go-ahead. We respond the same business day.
Confidential. Strategic. Proven.
175 Ferry Street, Suite 2, Everett, MA 02149(781) 205-0510info@winthropco.com
© 2026 Winthrop & Co.. All rights reserved.
Private Match is offered to qualified financial advisors evaluating a firm transition. Engagements are by referral and partner appointment only. Nothing on this page constitutes investment advice or an offer of securities.