Rockville, MD, June 28, 2018 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced that it was named to the 2018 Financial Times Top 300 Registered Investment Advisor list. This was the firm’s third inclusion on this prestigious list.
The annual FT Top 300 list, now in its fifth year, recognizes independent RIA firms across the United States. The FT has a rigorous evaluation process based on each firm’s assets under management (AUM), AUM growth, number of years in existence, industry certifications and credentials of the staff, SEC compliance records and online accessibility. This year’s average FT 300 firm manages $4 billion in assets. As of December 31, 2017, Bronfman Rothschild managed $6.1 billion in assets for its clients.
Said Mike LaMena, President and Chief Operating Officer of Bronfman Rothschild, “We’re honored to receive this repeat recognition from the Financial Times and view it as a testament to our client-first culture. We believe that if we put clients at the heart of every decision we make, everything else falls in line.”
Earlier this year, Bronfman Rothschild was recognized as one of the “Best Places to Work for Financial Advisers” by InvestmentNews.
About Wealthspire Advisors
Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with more than 120 associates serving clients from 11 offices in 7 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit https://www.wealthspire.com.
