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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
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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

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.

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

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