Founded as a family office, Bronfman Rothschild grew into a prominent independent wealth management firm serving high-net-worth individuals, families, and institutional clients across the United States. The firm provided a range of services including financial planning, investment management, and retirement plan advisory. In May 2019, Bronfman Rothschild was acquired by Creative Planning, LLC, a larger national wealth management firm. All advisors, staff, and client assets were integrated into the Creative Planning platform, effectively merging the two entities to create one of the largest independent wealth management firms in the country.

Founded in

United States