Brown Advisory is an SEC registered investment adviser organized as a corporation with a primary office location in Norfolk, VA. Its latest Form ADV filing, dated March 30, 2026, reports $7.6B in regulatory assets under management, 36 employees, 2 offices, and 1,606 accounts.
Assets Under Management
$7.6B
Employees
36
Offices
2 offices
Total Clients
229
Primary office
NORFOLK, VA
101 W. MAIN STREET, SUITE 700, NORFOLK, VA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.3% of total clients.
Top client categories% of clientsClients
1
HNWI
63.3%
145
2
Individuals
11.8%
27
3
Charitable
10.0%
23
4
Corporations
7.9%
18
5
Pooled Investment Vehicles
7.0%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.6Bas of March 30, 2026
Discretionary99.4%
$7.5B
99% of total RAUM99.4%
Non-discretionary0.6%
$46M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$7.6B
Total Accounts1,606
10Y AUM Change+$4.0B (+113.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees36
Clients per Employee6:1
10Y Employee Change-3 (-7.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.