When choosing a steward for your wealth and your legacy, experience and principles are paramount. With Alex. Brown, you’ll benefit from a tradition of integrity that demands we put clients first in all that we do.
Your duties as a decision-maker are complex, and we provide the diligent and objective guidance to help you uphold them. Our holistic approach to institutional consulting assesses all facets of your organization’s goals, needs and financial health to develop customized, efficient strategies.
With a suite of high-caliber, boutique services designed not simply to enhance your capabilities but also to increase the efficiency and agility of your practice, Alex. Brown puts the resources to craft solutions to even the most complex client need at your disposal.
Alex. Brown & Sons founded, becoming the first investment banking firm
Financed the continent's first railroad, the Baltimore & Ohio, which opened markets to the West
Issued letters of credit, one of the firm's earliest innovations, to help rebuild businesses in the South after the Civil War
Purchased seat on the New York Stock Exchange
Pioneered industry-focused healthcare conference
Helped launch IPOs for Microsoft, Oracle and Sun Microsystems over a 10-day period
Brought AOL and Starbucks public in the same year
Merger with Bankers Trust Company added premier private wealth management capabilities and enabled global competition for corporate clients
Deutsche Bank acquired Bankers Trust, creating a global platform with expanded investment banking and a wider product variety
Deutsche Bank Alex. Brown celebrated its 200-year anniversary
Deutsche Bank shares listed on New York Stock Exchange
Deutsche Bank acquired Zurich Scudder Investments and RREEF, becoming one of the world’s largest managers of assets and real estate
Deutsche Asset & Wealth Management is formed
Raymond James acquires the U.S. private client services unit of Deutsche Asset & Wealth Management, operating under Alex. Brown brand
8/15/18 – Alex. Brown Opens New Calabasas Office
7/25/18 – Alex. Brown Opens New Annapolis Office
2/20/18 – Forbes: Best-In-State Wealth Advisors*
10/10/17 – Working Mother: Top Wealth Adviser Moms**
09/27/17 – Forbes: America’s Top Wealth Advisors
07/25/17 – Forbes: Top Millennial Advisors
04/19/17 – Barron’s: 2017 Top 100 Financial Advisors
03/06/17 – Barron’s: 2017 Top 1000 Financial Advisors
12/27/16 – Think Advisor: Alex. Brown is Back
04/21/16 – Acquisition announcement
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213 received the award. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
**Data provided by SHOOK™ Research, LLC as of July 2017. The Working Mother and SHOOK research ranking is based on an algorithm of qualitative and quantitative data. SHOOK Research considered wealth advisers who are mothers with at least one child living at home and under the age of 18 with a minimum 5 years of industry experience. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisers rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research LLC. Neither SHOOK nor Working Mother receives compensation from the advisers or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. For more information see www.SHOOKresearch.com.