Brown Advisory is an SEC registered investment adviser organized as a limited liability company with a primary office location in Baltimore, MD. Its latest Form ADV filing, dated March 31, 2026, reports $124.3B in regulatory assets under management, 782 employees, 13 offices, and 26,390 accounts.
Assets Under Management
$124.3B
Employees
782
Offices
13 offices
Total Clients
4,415
Primary office
BALTIMORE, MD
901 SOUTH BOND STREET, SUITE 400, BALTIMORE, MD, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
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 56.3% of total clients.
Top client categories% of clientsClients
1
HNWI
56.3%
2,484
2
Individuals
16.9%
745
3
Charitable
15.5%
683
4
Corporations
8.2%
363
5
Pension Plans
1.3%
57
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$124.3Bas of March 31, 2026
Discretionary95.9%
$119.2B
96% of total RAUM95.9%
Non-discretionary4.1%
$5.1B
4% of total RAUM4.1%
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$124.3B
Total Accounts26,390
10Y AUM Change+$83.0B (+201.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees782
Clients per Employee6:1
10Y Employee Change+374 (+91.7%)
* 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.