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BROWN ADVISORY

NORFOLK, VA · CRD 106375 · IAPD ↗ · 757-625-7670

$7.57BRegulatory AUM
16Advisory reps
36Employees
0Clients
n/aPlanning clients
16Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — BROWN ADVISORY shrank from 21 to 16 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
49
April 2025 — BROWN ADVISORY notice-filed in CA, GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.