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Founded in 1997 as Virchow Krause Management, Bronfman Rothschild was acquired by the Bronfman and E.L. Rothschild families in 2015. Since then, the firm has grown in size to now offer 10 locations throughout the east coast and Midwest, serving individual, institutional, and retirement plan clients. In 2019, Bronfman Rothschild was acquired by Sontag Advisory, a subsidiary of NFP Corp, in order to fully integrate operations. The unified firm will offer 12 U.S. Locations and 50+ financial advisors working with clients throughout the United States. While both firms will continue to operate independently in the months ahead, a new brand strategy uniting both firms will be announced near the end of 2019.

Now based in Rockville, Maryland, we have grown to offer 10 offices throughout the East Coast and Midwest but still consider our core mission to be cultivating a trust-based relationship with every client at every turn.

 

Key Differentiators

  • Low client-to-advisor ratio – Our low client-to-advisor ratio creates relationships that are personalized, successful, and built for long-term development.
  • Consultative Approach – Accounting and Consulting services are clear elements of our background leading to our firm-wide belief in an orderly, disciplined approach to our work. Our advisors also believe in a collaborative approach that offers clients more internal resources to guide their decision-making and capitalizes on the collective strength of our team.

 

Awards, rankings and other forms of recognition are not indicative of Bronfman Rothschild’s or its advisors’ future performance. For more information on the methodology for these awards, click here.