Kelly O'Mara

How an Alex. Brown spin-off grew to be a $46 billion RIA and how a Brown Brothers breakaway fits in to its plan for accelerated growth

Trey Tune: It's the right place to build a business in the private client space.

Brown Advisory

Brown Brothers Harriman

CDK Advisory

Stein Roe & Farnham

John Furey

Steve Winks

Alex. Brown

Buzzy Krongard

Mike Hankin

<p>There are about $5 trillion of assets parked in traditional stock brokerage firms, but they're not likely to stay there. Every month, clients move some of their money to independent firms with fewer conflicts of interest. Brokers who want more control are moving their books of business, too.</p>
<p>In these Breakaway Stories, you'll find instructive, encouraging and sometimes funny stories about these breakaway brokers and their clients. The information in the stories is accurate as of the date of publication. We hope these tales are useful for breakaway prospects and for people interested in luring wirehouse talent to their firms.</p>

Breakaway Stories

The Baltimore-based firm, Brown Advisory, will invade Bank of America's hometown with an up-to-date investing approach and Old Money flavor

How an Alex. Brown spin-off grew to be a $46 billion RIA and how a Brown Brothers breakaway fits in to its plan for accelerated growth

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