Corrections and changes

Name: Winthrop & Co. headquarters
Address: 175 Ferry Street, Suite 2, Everett, MA, 02149, US
Telephone: +1-781-205-0510

Corrections to a figure or a category on these pages are listed here with the date, what changed and why, starting October 2026. Entries are never removed. If a figure is wrong, we will correct it. Email us at info@winthropco.com.

Oct 30, 2026
Where billion-dollar teams are landing. &Partners, an advisor-owned partnership, is now shown as an RIA partnership, so other employee firms now count 14 moves.
Oct 27, 2026
Where billion-dollar teams are landing. Following a structural review of each destination firm (who employs the advisor, who owns the clients and the brand, whose equity it is), NewEdge Wealth, Captrust, Cresset and &Partners are now counted with other employee firms, so other employee firms now draw the most moves.