Solutions
Comprehensive matchmaking and execution across every credible path in financial services. Each engagement is private, unbiased, and tailored to your book.
Where we help
Four ways we work with advisors.
For Financial Advisors
We help top producers navigate the transition process to find the best fit for next steps in their careers.
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RIA Search & Launch
While you focus on clients, we leverage our relationships and handle the due diligence to drive your growth.
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Succession & M&A
Expert guidance for business succession and mergers and acquisitions, helping you navigate complex transitions.
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Rapid Response
When the rules change overnight, termination, acquisition, or otherwise, we move fast and protect what matters.
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How we work
Every engagement runs on the same playbook.
Six steps. One private process. Confidential by default, founder-led, and built to protect what you've already built.
FAQ
The questions every advisor asks first
The short version: the advisor never pays us, most processes run 60 to 120 days, and every engagement is confidential by default.
What does it cost to work with Winthrop & Co.?
Nothing, at any stage. Our contracts sit with the firms and solution providers we introduce you to, never with the advisor. That structure is deliberate: it lets us function as your unbiased counterpart rather than a salesperson for any destination.How long does a transition or search take?
Most processes run 60 to 120 days from the first diligence call to day one at the new firm, and we move at your pace. Succession and RIA-launch engagements run longer by design.How many platforms and firms do you compare?
We maintain access to well over 100 platforms across the wirehouse, regional, boutique, independent broker-dealer, hybrid, and RIA channels, so the shortlist is built from the whole market rather than a house roster.Is the process confidential?
Completely. We control all outreach, use clean diligence protocols, and time every step around your portability plan. Nothing is shared with your current firm.Do I have to be ready to move to talk to you?
No. A meaningful share of our conversations end with the advisor staying put, with better information. Pricing the alternatives is worth doing even when the answer is stay.
Your move. Our expertise.
Book a private consultation and we'll map your options confidentially.