Barron’s Names Sontag Advisory & Bronfman Rothschild to 2019’s List of Nation’s Top RIA Firms

New York, NY, September 24, 2019 — Sontag Advisory and Bronfman Rothschild, independent investment advisors based in New York, NY and Rockville, MD, today announced that they have been named one of Barron’s 2019 Top 50 RIA Firms.

Debuting its Top 50 RIA Firms list three years ago, Barron’s issues this ranking in recognition of the top RIA firms across the country that have grown both organically and through mergers and acquisitions. Barron’s has also expanded the list to include 50 firms this year, a reflection of the industry’s growth and rising standards.

“We are honored to be included in Barron’s list this year among some of the most elite RIA firms in the country,” said Mike LaMena, Chief Executive Officer of the combined firm. “Being recognized for our growth and capabilities reaffirms our belief that we are better together, and it is a testament to our deep commitment to client service.”

To be eligible to receive this award, RIAs must submit an in-depth survey of their firm, including growth in AUM and AUA for the past several years, size and scope of the company, evaluations of the top advisors and executives, and other criteria. The list serves as not only an industry marker, but also as a resource for those in search of a financial advisor. The full list of Barron’s 2019 Top 50 RIA Firms is available at barrons.com.

About Bronfman Rothschild

Bronfman Rothschild grows and preserves wealth through thoughtful and disciplined strategies that focus on what’s most important to each client. A registered investment advisor, Bronfman Rothschild was sold to Sontag Advisory, a subsidiary of NFP Corp., in May of 2019 and will launch a new brand strategy by the end of this year. With eleven offices throughout the Midwest and East Coast, and one on the West Coast, the combined firms offer comprehensive wealth management and planning to individuals and families, as well as retirement plan services through NFP Retirement. The in-house research capabilities and collective expertise of the combined teams are supported by a collaborative, client-focused culture. Our employees adhere to a high standard of fiduciary care as we seek to form a true and objective partnership with each client we serve.

About Sontag Advisory

Sontag Advisory, an NFP Corp. subsidiary, is a New York City based, independent registered investment advisory firm that serves clients in more than 30 states. Founded in 1995, Sontag Advisory acts as a wealth manager, investment advisor, consultant, and fiduciary. For more information on Sontag Advisory, please visit www.sontagadvisory.com.

Bronfman E.L. Rothschild, LP (dba Bronfman Rothschild) and Sontag Advisory are registered investment advisors and wholly owned subsidiaries of NFP Corp. Securities, when offered by Bronfman Rothschild, are offered through an affiliate, Bronfman E.L. Rothschild Capital, LLC (dba BELR Capital, LLC), member FINRA/SIPC.
Barron’s – 2019 Top RIA Firms – Recognized firms were selected based on a questionnaire requesting 56 pieces of data gathered on areas such assets, staffing, revenue, and other firm-level details. There was no charge to be included in this award listing. 50 firms from throughout the United States were selected for this award.