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Douglass Winthrop Advisors LLC

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Client assets under management

$5,847,877,894

Clients

1,249

71% high-net worth

Advisors

9

of 34 employees

Firm type

Multi Team

Clients per advisor

139

Very High

Average account size

$4,682,048

About

Douglass Winthrop Advisors provides customized investment management primarily to individuals, high‑net‑worth families, trusts, endowments and institutional clients, operating through discretionary, individually managed accounts and by providing model recommendations to other advisers. The firm focuses on portfolio management for equity and balanced strategies and handles ERISA‑sensitive rollovers and custodial arrangements as part of its advisory services.

DWA’s investment process emphasizes long time horizons and fundamental stock research, with equity selection guided by a firmwide five‑filter methodology and a separate Sustainable Equity Strategy that adds an environmental value filter. Individual portfolio managers have latitude to adjust weights or retain legacy positions for tax or client‑specific reasons, and fixed income, mutual funds and ETFs are used where appropriate to meet client objectives.

Noteworthy departures from many peers include that DWA generally does not provide standalone financial planning services, and it maintains a distinct Sustainable Equity program with its own portfolio committee and a formal proxy voting policy that favors environmental shareholder resolutions for that sleeve. The firm also aggregates trades, uses soft‑dollar arrangements for research, and limits routine proxy voting to delegated or directed trust relationships and the Sustainable Equity Strategy.

Client services

Portfolio management

Expertise

ESG / Sustainable investing Active portfolio management

Fee options

Percentage

$0 - $3,000,000: Up to 1.5% $3,000,000 - $25,000,000: 0.85% $25,000,000+: 0.70%

Other

Account minimum: $3,000,000 Minimum fee: $2,500 per quarter minimum fee Fee-only: Percentage of assets under management fees, minimum quarterly fee

Main office location

Douglass Winthrop Advisors LLC

521 Fifth Avenue, 19 Th Floor

New York NY 10175, United States

Number of offices

3

Most active in

Arizona · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Illinois · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Minnesota · Missouri · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Charles H

Series 63

New York, NY

Douglass Winthrop Advisors LLC

Charles Howard is a financial advisor at Douglass Winthrop Advisors LLC with four years of industry experience. He holds a Series 63 designation and has been with Douglass Winthrop Advisors since 2003. Outside of his advisory role, he serves as Vice President, Portfolio Manager, and Research Analyst at Forstmann-Leff Associates, where he assists marketing representatives and makes buy and sell decisions for equity portfolios. Douglass Winthrop Advisors provides customized investment management to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts. The firm focuses on all-equity and balanced portfolios, employing a fundamental research process and offering a Sustainable Equity Strategy alongside its core investment approach.

ESG / Sustainable investing Active portfolio management
user avatar

Lea H

CFP®, Series 63

New York, NY

Douglass Winthrop Advisors LLC

Lea Highet is a CFP® with four years of industry experience, currently serving as an advisor at Douglass Winthrop Advisors LLC in New York, NY. She has been with the firm since 2004. Outside of her advisory role, she serves as a trustee of the Paine Memorial Free Library in Willsboro, NY. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts. The firm constructs all-equity or balanced portfolios using a fundamental research process and offers a Sustainable Equity Strategy alongside its core equity approach.

ESG / Sustainable investing Active portfolio management
user avatar

Pamela R

Series 65

New York, NY

Douglass Winthrop Advisors LLC

Pamela Raviol is a financial advisor at Douglass Winthrop Advisors LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Douglass Winthrop Advisors since 2018, following a 31-year tenure at Train, Babcock Advisors LLC. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts. The firm emphasizes a fiduciary approach with portfolios that include domestic and international equities and investment-grade fixed income, offering both core equity and a defined Sustainable Equity Strategy.

ESG / Sustainable investing Active portfolio management
user avatar

John W

Series 63

New York, NY

Douglass Winthrop Advisors LLC

John Winthrop is a financial advisor at Douglass Winthrop Advisors LLC with four years of industry experience. He holds a Series 63 designation and serves as a director of Groton Land Co. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts, emphasizing all-equity or balanced portfolios with domestic and international equities and investment-grade fixed income.

ESG / Sustainable investing Active portfolio management
user avatar

Edward C

Series 66

Washington, DC

Douglass Winthrop Advisors LLC

Edward Crawford is a financial advisor at Douglass Winthrop Advisors LLC with 12 years of industry experience. He previously worked at Sweetbay Capital Management LLC for nine years. In addition to his advisory role, Mr. Crawford is an adjunct professor of Value Investing at Georgetown University and a passive partner in Roumell Asset Management LLC. Douglass Winthrop Advisors provides customized investment management services primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions. The firm offers discretionary and non-discretionary accounts with portfolios that include domestic and international equities and investment-grade fixed income, featuring a Sustainable Equity Strategy alongside its core equity approach.

ESG / Sustainable investing Active portfolio management
user avatar

Daniel A

Series 65

New York, NY

Douglass Winthrop Advisors LLC

Daniel Abbasi is a financial advisor at Douglass Winthrop Advisors LLC with six years at the firm and a total of 12 years in the industry. He holds a Series 65 designation and has prior experience at GameChange Capital LLC and Fletcher Knight Inc. Douglass Winthrop Advisors provides customized investment management primarily to high-net-worth individuals, families, trusts, endowments, and institutions. The firm offers individually managed discretionary and non-discretionary accounts, focusing on all-equity or balanced portfolios with domestic and international equities and investment-grade fixed income, and operates a Sustainable Equity Strategy alongside its core equity approach.

ESG / Sustainable investing Active portfolio management
user avatar

Garrett H

CFA®

New York, NY

Douglass Winthrop Advisors LLC

Garrett Hayward is a CFA® charterholder with nine years of industry experience. He has been with Douglass Winthrop Advisors LLC since 2017 and previously worked at Forester Capital LLC and Bryant University. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions, offering both discretionary and non-discretionary accounts. The firm employs a fundamental research process and offers a Sustainable Equity Strategy alongside its core equity approach.

ESG / Sustainable investing Active portfolio management
user avatar

Joshua H

Series 65

New York, NY

Douglass Winthrop Advisors LLC

Joshua Huffard is a financial advisor with Douglass Winthrop Advisors LLC in New York, NY, holding a Series 65 designation and 11 years of industry experience. He has been with Douglass Winthrop Advisors since 2013 and is also the manager of Consor Capital LLC, a private equity firm involved in early-stage venture capital investments, currently in wind-down mode. Additionally, he serves as vice chairman of the board for a website development and hosting company. Douglass Winthrop Advisors provides customized investment management primarily to high-net-worth individuals, families, trusts, endowments, and institutions, offering portfolios that include domestic and international equities and investment-grade fixed income. The firm uses a five-filter fundamental research process and offers a Sustainable Equity Strategy alongside its core equity approach.

ESG / Sustainable investing Active portfolio management
user avatar

Daniel O

Series 63

New York, NY

Douglass Winthrop Advisors LLC

Daniel Obrien II is a financial advisor at Douglass Winthrop Advisors LLC in New York, NY, holding a Series 63 designation with four years of industry experience. He has been with Douglass Winthrop Advisors since 1999. Douglass Winthrop Advisors provides customized investment management primarily to individuals, high-net-worth clients, families, trusts, endowments, and institutions through discretionary and non-discretionary accounts. The firm constructs all-equity or balanced portfolios using a five-filter fundamental research process and offers a Sustainable Equity Strategy alongside its core equity approach.

ESG / Sustainable investing Active portfolio management
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