Founded in 1800 as the nation's first investment bank, Alex. Brown has a long history of serving affluent clients. In 2016, the firm was acquired by Raymond James and now operates as its distinct division for ultra-high-net-worth clients, combining its boutique service model with the extensive resources of a major financial services company. The legacy of Banyan Partners, a prominent wealth management firm acquired by Boston Private in 2014, continues through many of its former advisors who have since joined the Alex. Brown team, bringing their expertise in comprehensive wealth management for entrepreneurial and multi-generational families.

Founded in

United States