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Brouwer & Janachowski gets its rainmaker --the former head of $18-billion Bernstein office -- in a 'grand experiment' to grow from $1.7 billion to $5 billion in AUM

The $1.7 billion Mill Valley, Calif.-based RIA signs on Tony Orme, a player/coach who will work with existing advisors as well as handling high-end clients himself.

Author Brooke Southall
January 6, 2020 at 6:32 PM
no description available
Tony Orme: Our strategy is that while I am building sales and marketing processes and hiring two new experienced wealth advisors to accelerate organic growth. Steve will focus on acquiring RIA’s

Related Moves

When Steve Janachowski's RIA hit the $1-billion wall, he started hiring women execs and talking M&A; Now he's at $1.7 billion but still seeking to validate his strategy

Bookended by poaching Peg Pike to COO in 2014 and Jill Carothers of late, the Brouwer & Janachowski CEO is seeing success but no great surge in women clients -- yet

December 26, 2018 at 6:16 PM

Jeff Spears

Jeff Spears

January 7, 2020 — 3:02 PM
Transition from an established brand to an independent model is difficult. Few independent firms have established the flexibility needed to attract and grow.

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