Brown Advisory logo

Brown Advisory

Updated today
Find your advisor

Total assets under management

$124,314,645,098

More info

Total clients

3,229

77% high-net worth

Total advisors

25

of 782 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

129

Average account size

$38,499,426

About

Brown Advisory manages roughly $124.3 billion for a mix of institutional and private clients, including endowments, foundations, nonprofit OCIO relationships, high‑net‑worth individuals and pooled investment vehicles. The firm provides discretionary portfolio management across equity, fixed‑income and balanced strategies, alongside strategic advisory, family office services and sponsorship/management of private funds.

Investment teams use a bottom‑up, fundamental research process for both equity and fixed‑income strategies and operate a defined sustainable investing platform; the firm combines active and passive approaches and offers multi‑strategy balanced portfolios through an Investment Solutions platform. Brown Advisory also uses AI‑enabled tools to support research workflows and sources alternative asset exposure — including private equity, venture and commodities — via internally managed vehicles and third‑party managers.

Compared with many large advisory firms, Brown Advisory routinely serves other investment advisers and unaffiliated financial firms as a sub‑adviser and model provider across wrap and model‑delivery programs, and it distributes proprietary strategies to insurance companies, broker‑dealers and registered advisers. The firm’s structure includes multiple affiliated private‑fund sponsors and venture partners (including recent acquisitions to expand private‑market capabilities), and certain trading and commodity‑pool activities are conducted by or through related persons that are CFTC‑registered, rather than by Brown Advisory directly.

Client services

Portfolio management Selection of other advisers

Expertise

ESG / Sustainable investing Wealth management Private / alternative investments

Occupation focus

Founder/Business Owner Executive

Demographic focus

Established Professionals

Fee options

Percentage

$0 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.50% $25,000,001 - $100,000,000: 0.35% $100,000,001 - >$100,000,000: 0.30% $0 - $25,000,000: 0.70% $25,000,001 - $50,000,000: 0.50% $50,000,001 - $150,000,000: 0.40% $0 - $10,000,000: 0.80% $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.50% $50,000,001 - >$50,000,000: 0.40% $0 - $50,000,000: 0.60% $50,000,001 - $100,000,000: 0.50% $100,000,001 - $200,000,000: 0.45% $200,000,001 - >$200,000,000: 0.40% $0 - $50,000,000: 0.75% $50,000,001 - $100,000,000: 0.50% $100,000,001 - $150,000,000: 0.475% $0 - $150,000,000: 0.58% $150,000,001 - $250,000,000: 0.45% $250,000,001 - >$250,000,000: 0.425% $0 - $25,000,000: 1.00% $25,000,001 - $50,000,000: 0.90% $50,000,001 - $100,000,000: 0.80% $100,000,001 - >$100,000,000: 0.70% $0 - $150,000,000: 0.65% $150,000,001 - $250,000,000: 0.625% $250,000,001 - $500,000,000: 0.60% $500,000,001 - >$500,000,000: 0.55% $0 - $50,000,000: 0.80% $50,000,001 - $100,000,000: 0.55% $100,000,001 - $150,000,000: 0.45% $150,000,001 - >$150,000,000: 0.40% $0 - $150,000,000: 0.575% $150,000,001 - $250,000,000: 0.40% $250,000,001 - $500,000,000: 0.375% $500,000,001 - >$500,000,000: 0.35% $0 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.50% $50,000,001 - >$50,000,000: 0.40% $0 - $50,000,000: 0.20% $50,000,001 - $100,000,000: 0.15% $100,000,001 - >$100,000,000: 0.10% $0 - $50,000,000: 0.25% $50,000,001 - $100,000,000: 0.20% $100,000,001 - >$100,000,000: 0.15% $0 - $50,000,000: 0.25% $50,000,001 - $100,000,000: 0.20% $100,000,001 - >$100,000,000: 0.15% $0 - $50,000,000: 0.30% $50,000,001 - $100,000,000: 0.25% $100,000,001 - >$100,000,000: 0.20% $0 - $50,000,000: 0.30% $50,000,001 - $100,000,000: 0.25% $100,000,001 - >$100,000,000: 0.20% $0 - $50,000,000: 0.30% $50,000,001 - $100,000,000: 0.30% $100,000,001 - >$100,000,000: 0.25% $0 - $10,000,000: 0.325% $10,000,001 - $25,000,000: 0.30% $25,000,001 - >$25,000,000: 0.25%

Performance-based

Performance-based fees accepted for certain Institutional clients and private funds, including carried interest ranging from 10% to 20% in venture capital funds, and incentive fees in hedge fund-of-funds and long-only equity partnerships as described in offering documents.

Other

Account minimum: $5,000,000

Main office location

Brown Advisory

901 South Bond Street, Suite 400

Baltimore MD 21231-3340, United States

Number of offices

14

Most active in

More info

Alabama · Arizona · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram Website 410-537-5400

Advisors at this firm

Scroll left Scroll right
user avatar

Ian M

CFA®

Austin, TX

Brown Advisory

ESG / Sustainable investing Wealth management Private / alternative investments Founder/Business Owner Executive Established Professionals
user avatar

Geoffrey C

CFA®

Baltimore, MD

Brown Advisory

ESG / Sustainable investing Wealth management Private / alternative investments Founder/Business Owner Executive Established Professionals
user avatar

Timothy H

CFA®, Series 63

Baltimore, MD

Brown Advisory

ESG / Sustainable investing Wealth management Private / alternative investments Founder/Business Owner Executive Established Professionals
user avatar

Bernard N

CFA®, Series 63, Series 65

Baltimore, MD

Brown Advisory

ESG / Sustainable investing Wealth management Private / alternative investments Founder/Business Owner Executive Established Professionals
user avatar

David P

CFA®, Series 63

Baltimore, MD

Brown Advisory

ESG / Sustainable investing Wealth management Private / alternative investments Founder/Business Owner Executive Established Professionals
user avatar

Robert V

CFA®, Series 63, Series 65

Baltimore, MD

Brown Advisory

ESG / Sustainable investing Wealth management Private / alternative investments Founder/Business Owner Executive Established Professionals
user avatar

Jon J

CFP®, Series 66

Chapel Hill, NC

Brown Advisory

ESG / Sustainable investing Wealth management Private / alternative investments Founder/Business Owner Executive Established Professionals
user avatar

Jeanne O

Series 63, Series 66

Wilmington, DE

Brown Advisory

ESG / Sustainable investing Wealth management Private / alternative investments Founder/Business Owner Executive Established Professionals
user avatar

David H

CFA®, Series 63

Baltimore, MD

Brown Advisory

ESG / Sustainable investing Wealth management Private / alternative investments Founder/Business Owner Executive Established Professionals
user avatar

Michael F

CFA®, Series 63, Series 66

Baltimore, MD

Brown Advisory

ESG / Sustainable investing Wealth management Private / alternative investments Founder/Business Owner Executive Established Professionals
user avatar

Kenneth S

CFA®

Baltimore, MD

Brown Advisory

ESG / Sustainable investing Wealth management Private / alternative investments Founder/Business Owner Executive Established Professionals
user avatar

Erika P

Series 63, Series 65

Baltimore, MD

Brown Advisory

ESG / Sustainable investing Wealth management Private / alternative investments Founder/Business Owner Executive Established Professionals
user avatar

Christopher H

CFP®

Boston, MA

Brown Advisory

ESG / Sustainable investing Wealth management Private / alternative investments Founder/Business Owner Executive Established Professionals
user avatar

Raymond M

Series 63, Series 65

Bethesda, MD

Brown Advisory

ESG / Sustainable investing Wealth management Private / alternative investments Founder/Business Owner Executive Established Professionals
user avatar

David N

CFA®

Baltimore, MD

Brown Advisory

ESG / Sustainable investing Wealth management Private / alternative investments Founder/Business Owner Executive Established Professionals
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")