Annual List Identifies Top 50 Fastest Growing Firms
Rockville, MD. July 12, 2016—Bronfman E.L. Rothschild is proud to announce its inclusion in Financial Advisor Magazine’s 2016 list of fastest growing RIA firms in the United States, a nationally recognized ranking of independent wealth management firms. Bronfman E.L. Rothschild ranked second.
The survey, which included 612 total firms, ranked advisors by their percentage of growth in assets under management from year-end 2014 to year-end 2015, with minimum assets under management of $200 million. Bronfman E.L. Rothschild ended 2015 with $3.789 billion in assets under management and overall growth in assets of 127.92% over the previous year. The firm closed on the purchase of both Lake Country Wealth Management and Highline Wealth Management in 2015. These rankings can be viewed in the current issue of Financial Advisor or online by clicking here.
Said Neal Simon, CEO and Principal, Bronfman E.L. Rothschild, “We are honored to be included in this year’s list and believe our growth is a testament to our commitment to client service.” FA’s RIA Survey & Ranking, a nationally recognized list of independent wealth management firms, is in its 10th year of publication. To be eligible for ranking, firms must be an independent RIA and file their own ADV statement with the SEC and provide financial planning and related services to individual clients.
About Bronfman E.L. Rothschild
Creating, enhancing, and preserving wealth is the focus at Bronfman E.L. Rothschild. Through in-depth knowledge and experience, specialized wealth management advisors help families and individuals clarify their financial goals and develop a tailored strategy to meet their objectives. Overseeing approximately $3.8 billion in client assets under management*, the firm works to understand each client’s goals and offers candid advice and guidance through the complex investment arena. The firm also serves as a consultant to corporate retirement plans, overseeing investment fund selection and monitoring, providing fiduciary oversight, and offering its unique Retirement Readiness education experience to plan participants. The firm’s retirement plan consulting and administration professionals specialize in assisting with the design, implementation, and administration of qualified retirement plans. They also provide consulting services on a wide range of retirement plan issues including plan termination, IRS and DOL audits, and plan corrections under IRS and DOL approved procedures.
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*client assets under management as of 12/31/15