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BROWN ADVISORY

BALTIMORE, MD · CRD 110181 · IAPD ↗ · 410-537-5400

$124.31BRegulatory AUM
272Advisory reps
782Employees
0Clients
0Planning clients
3Private funds
43States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — BROWN ADVISORY notice-filed in SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — BROWN ADVISORY notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — BROWN ADVISORY grew from 249 to 267 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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