The Baldwin Group Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated April 1, 2026, reports $27.3B in regulatory assets under management, 50 employees, 5 offices, and 2,651 accounts.
Assets Under Management
$27.3B
Employees
50
Offices
5 offices
Total Clients
2,134
Primary office
TAMPA, FL
4211 W. BOY SCOUT BLVD., SUITE 800, TAMPA, FL, United States
Top client segmentIndividuals represent 39.1% of total clients.
Top client categories% of clientsClients
1
Individuals
39.1%
834
2
Pension Plans
24.7%
528
3
Corporations
20.2%
431
4
HNWI
15.8%
337
5
Insurance Cos.
0.1%
2
Additional categories (<0.1%)
Charitable<5 clients
Government<5 clients
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$27.3Bas of April 1, 2026
Discretionary11.4%
$3.1B
11% of total RAUM11.4%
Non-discretionary88.6%
$24.2B
89% of total RAUM88.6%
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.
Total AUM$27.3B
Total Accounts2,651
10Y AUM Change+$24.3B (+820.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees50
Clients per Employee43:1
10Y Employee Change+36 (+257.1%)
* 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.