Data / Investment advisers / Maryland / Brown Advisory
Brown Advisory, Baltimore, MD: $124 billion AUM, SEC registered investment adviser
Brown Advisory is an SEC registered investment adviser with its main office in Baltimore, Maryland and reports $124 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals, investment companies and charitable organizations. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 3 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 110181
- SEC file number
- 801-38826
- SEC status
- Approved, effective June 7, 1991
- Legal name
- Brown Advisory LLC
- Main office
- 901 South Bond Street Suite 400, Baltimore, MD 21231
- Phone
- (410) 537-5400
- Regulatory AUM
- $124,314,645,098 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $119,207,600,281
- Non discretionary AUM
- $5,107,044,817
- Accounts
- 26,390
- Employees
- 782, of which 272 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 3: 3 other private funds
- Gross assets of private funds
- $1,236,521,444
- Other offices
- 13
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2,484 | $48.58 billion |
| Investment companies | 6 | $24.26 billion |
| Charitable organizations | 683 | $16.25 billion |
| Pooled investment vehicles | 5 | $15.69 billion |
| Corporations or other businesses | 363 | $8.46 billion |
| Other investment advisers | 55 | $5.49 billion |
| State or municipal government entities | 17 | $2.71 billion |
| Pension and profit sharing plans | 57 | $2.49 billion |
| Individuals (other than high net worth individuals) | 745 | $240.5 million |
| Insurance companies | Fewer than 5 | $145.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $124.31 billion | March 31, 2026 |
| December 1, 2025 | $121.94 billion | June 11, 2025 |
Other advisers in Baltimore
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | Baltimore | $2.20 trillion | 7 | adviserinfo.sec.gov |
| T.Rowe Price Investment Management, Inc. | Baltimore | $204.18 billion | Not listed | adviserinfo.sec.gov |
| PNC Capital Advisors LLC | Baltimore | $50.88 billion | Not listed | adviserinfo.sec.gov |
| 1919 Investment Counsel, LLC | Baltimore | $26.04 billion | Not listed | adviserinfo.sec.gov |
| Jmi Management, L.P. | Baltimore | $13.58 billion | 20 | adviserinfo.sec.gov |
| Brown Advisory Investment Solutions Group LLC | Baltimore | $9.84 billion | 406 | adviserinfo.sec.gov |
| D.F. Dent and Company, Inc. | Baltimore | $7.88 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Baltimore, MD
- Investment advisers in Maryland
- Advisers with Over $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving investment companies
- Advisers that manage private funds
- Brown Advisory on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.