On April 22, 2026, Modern Wealth Management announced that it acquired Brown and Company.
Modern Wealth Management (“Modern Wealth”) announced, on April 22, 2026, that it acquired Brown and Company. Under the terms of the transaction, Brown and Company’s full eight-person team will join Modern Wealth’s platform. Further terms of the transaction were not disclosed.
Modern Wealth, based in Monterey, California, is a registered investment advisor offering financial planning, tax planning and preparation, estate planning, and investment management services to clients. Modern Wealth has approximately $13 billion in assets under management.
Brown and Company, based in Denver, Colorado, is a registered investment providing investment and retirement planning, advanced tax and estate strategies, philanthropic and charitable planning, executive compensation and exit planning services to business owners, entrepreneurs, executives and high-net-worth individuals. Brown and Company has approximately $1 billion in assets under management. Alaris Acquisitions acted as advisor on the transaction.
To read the press release: please click here.