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.
ROCKVILLE, MD, June 28, 2018 /24-7PressRelease/ — 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 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 ten 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 93 employees adhere to a high standard of fiduciary care as we seek to form a true and objective partnership with each client we serve.
Bronfman E.L. Rothschild, LP is a registered investment advisor (dba Bronfman Rothschild). Securities, when offered, are offered through an affiliate, Bronfman E.L. Rothschild Capital, LLC (dba BELR Capital, LLC), member FINRA/SIPC.
The Financial Times solicited applications from more than 2,000 independent RIA firms who had $300 million or more in assets. Firms were graded on six broad factors and a numeric score was calculated for each advisor. Areas of consideration included AUM, AUM growth, years the firm has been in existence, industry certifications of staff, SEC compliance record, and online accessibility. Only those who completed an application were considered. Only independent, elite RIA practices with no more than 75% institutional assets were considered, and 725 RIA companies applied for the list of top 300 firms. There was no charge to be included on this list.
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