Rockville, MD, June 22, 2017 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced that it was named to the 2017 Financial Times Top 300 Registered Investment Advisor list.
In its fourth year, the annual FT Top 300 list 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 practice manages $2.7 billion in assets.
Said Neal Simon, CEO of Bronfman Rothschild, “Over the years, we’ve been focused on thoughtfully growing our business in a way that allows us to best serve our clients. Now with over $5 billion in assets and 9 office locations, it’s an honor to be recognized by the Financial Times as one of the leading RIAs in the United States.”
About Bronfman Rothschild
Based in Rockville, Maryland, Bronfman Rothschild grows and preserves wealth through thoughtful and disciplined strategies that focus on what’s most important to each client. With nine offices throughout the Midwest and East Coast, we offer comprehensive wealth management and planning to individuals and families as well as retirement advisory and consulting services to retirement plan sponsors. Our in-house research capabilities and the collective expertise of our team are supported by our collaborative, client-focused culture. Our 80+ employees adhere to a high standard of fiduciary care as we seek to form a true and objective partnership with each client we serve.
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