Winthrop Partners - Wny, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Buffalo, NY. Its latest Form ADV filing, dated April 7, 2026, reports $186M in regulatory assets under management, 4 employees, 4 offices, and 302 accounts.
Assets Under Management
$186M
Employees
4
Offices
4 offices
Total Clients
302
Primary office
BUFFALO, NY
295 MAIN STREET, SUITE 840, BUFFALO, NY, United States
Top client segmentIndividuals represent 84.4% of total clients.
Top client categories% of clientsClients
1
Individuals
84.4%
255
2
HNWI
14.6%
44
3
Corporations
1.0%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$186Mas of April 7, 2026
Discretionary98.9%
$184M
99% of total RAUM98.9%
Non-discretionary1.1%
$2M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$186M
Total Accounts302
10Y AUM Change+$186M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee76:1
10Y Employee Change+4
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.