Solutions
Comprehensive matchmaking and execution across every credible path in financial services. Each engagement is private, founder-led, and built around your book.
Where we help
Four ways we work with advisors.
Financial Advisor Transition Services
The full transition process, run for the advisor: confidential shortlists, deal benchmarking against the current market, and execution to the day.
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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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Teams managing $1B+
What changes for a team managing $1 billion or more?
At that size one engagement usually draws on several of these solutions at once: a W-2 move weighed against an RIA launch or outside capital, succession planned alongside the move, and the lending, alternatives, trust and family office work that high-net-worth and ultra-high-net-worth clients depend on in place on day one. Winthrop & Co. is never paid by the advisor.
How we work with $1B+ teamsHow 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. We have run this for hundreds of advisors, and a meaningful share of those conversations end with the advisor staying exactly where they are.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.
Request an introduction and we'll map your options confidentially.