Firm profile

BROWN ADVISORY LTD.

LONDONCRD 168985Latest ADV March 30, 2026

Brown Advisory Ltd. is an SEC registered investment adviser. Its latest Form ADV filing, dated March 30, 2026, reports $26.6B in regulatory assets under management, 110 employees, and 1,532 accounts.

Assets Under Management
$26.6B
Employees
110
Offices
--
Total Clients
986
Primary office
LONDON
18 HANOVER SQUARE, 1ST FLOOR, LONDON, United Kingdom
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCORichard M. Thomason
COOWilliam O. White

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 37.8% of total clients.
Top client categories% of clientsClients
1
HNWI
37.8%
373
2
Individuals
36.3%
358
3
Corporations
19.2%
189
4
Charitable
3.3%
33
5
Pooled Investment Vehicles
2.0%
20

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$26.6Bas of March 30, 2026
Discretionary98.7%
$26.2B
99% of total RAUM98.7%
Non-discretionary1.3%
$333M
1% of total RAUM1.3%
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$26.6B
Total Accounts1,532
10Y AUM Change+$26.4B (+12024.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees110
Clients per Employee9:1
10Y Employee Change+79 (+254.8%)

* 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.