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BROWN BROTHERS HARRIMAN MUTUAL FUND ADVISORY DEPARTMENT

NEW YORK, NY · CRD 111231 · IAPD ↗ · 212-483-1818

$7.15BRegulatory AUM
25Advisory reps
48Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
March 2026 — BROWN BROTHERS HARRIMAN MUTUAL FUND ADVISORY DEPARTMENT reported RAUM down 71% ($24.92B -> $7.15B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
March 2026 — BROWN BROTHERS HARRIMAN MUTUAL FUND ADVISORY DEPARTMENT shrank from 44 to 25 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
April 2024 — BROWN BROTHERS HARRIMAN MUTUAL FUND ADVISORY DEPARTMENT grew from 39 to 44 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.