Baltimore-Washington Financial Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Columbia, MD. Its latest Form ADV filing, dated March 19, 2026, reports $3.0B in regulatory assets under management, 36 employees, and 5,301 accounts.
Assets Under Management
$3.0B
Employees
36
Offices
--
Total Clients
5,301
Primary office
COLUMBIA, MD
10960 GRANTCHESTER WAY, SUITE 110, COLUMBIA, MD, United States
Top client segmentIndividuals represent 83.0% of total clients.
Top client categories% of clientsClients
1
Individuals
83.0%
4,400
2
HNWI
16.4%
872
3
Charitable
0.3%
18
4
Corporations
0.2%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.0Bas of March 19, 2026
Discretionary95.8%
$2.9B
96% of total RAUM95.8%
Non-discretionary4.2%
$124M
4% of total RAUM4.2%
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.
Total AUM$3.0B
Total Accounts5,301
10Y AUM Change+$2.5B (+501.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees36
Clients per Employee147:1
10Y Employee Change+21 (+140.0%)
* 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.