Bronfman E.L. Rothschild is bulking up, making its third acquisition in less than two years.

The firm just bought TriCapital Advisors, an RIA based in based in Rockville, Maryland, with approximately $185 million in AUM. The purchase brings Bronfman up to about $4.4 billion in assets.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access