Douglass Winthrop Advisors
TL;DR
Founded in 1999, registered adviser to individuals, families, trusts and endowments, running a quality value equity strategy with a wealth management team.
$6.5 billion
Regulatory AUM
As of ADV filing 2026-03-24
2,385
Accounts / Clients
1,249 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
34
Team Size
employees, 18 advisory
27 yrs
Years Registered
First registered 1999
About Douglass Winthrop Advisors
Founded in 1999, registered adviser to individuals, families, trusts and endowments, running a quality value equity strategy with a wealth management team.
Office: 521 Fifth Avenue, 19th Floor, New York, NY 10175.
Best for: Families above $3M wanting value equity management with CFP wealth planning
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD108680
RegistrationSEC-registered
First registration1999
Regulatory AUM$6.5 billion
ADV filing date2026-03-24
Accounts2,385
Clients1,249 individual and high-net-worth clients
Employees34
Advisory employees18
Fee modelPercentage of assets; ADV 2A discloses soft dollars, never states fee-only
Minimum$3,000,000 client relationship minimum, $2,500 minimum quarterly fee (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA and TEP named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 108680, as of ADV filing 2026-03-24, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in New York, NY (2026): rank 7 of 10
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