Brown Advisory

Brown Advisory (CRD# 110181) is a financial advisory firm headquartered in Baltimore, MD. They manage $43,338,747,333 in 9,972 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    43,339
    MILLION
  • Total Number of Accounts
    9,972
    ACCOUNTS
  • Average Account Value
    $4,346,044
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Brown Advisory
Showing 1 - 10 of 54 top financial advisors.
1
Richard M. Bernstein
CRD#: 1220393
901 South Bond Street, Suite 400, Baltimore, MD 21231
96
Wealthminder
score

Richard Bernstein (CRD# 1220393) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has over 34 years of experience in the finance industry.

2
Michael L. Foss
CRD#: 1620540
901 South Bond Street, Suite 400, Baltimore, MD 21231
96
Wealthminder
score

Michael Foss (CRD# 1620540) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has over 31 years of experience in the finance industry.

3
Timothy W. Hathaway
CRD#: 2388643
901 South Bond Street, Suite 400, Baltimore, MD 21231
96
Wealthminder
score

Timothy Hathaway (CRD# 2388643) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has over 23 years of experience in the finance industry.

4
David B. Hunter
CRD#: 2426781
901 South Bond Street, Suite 400, Baltimore, MD 21231
96
Wealthminder
score

David Hunter (CRD# 2426781) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has over 16 years of experience in the finance industry.

5
Jon K. Jester
CRD#: 4253136
1295 Environ Way, Chapel Hill, NC 27517
96
Wealthminder
score

Jon Jester (CRD# 4253136) is an Investment Advisor Representative working at Brown Advisory in Chapel Hill, NC and has over 17 years of experience in the finance industry. Jon Jester has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Jeffrey J. Keady
CRD#: 5869467
100 High Street, 27th Floor, Boston, MA 02110
96
Wealthminder
score

Jeffrey Keady (CRD# 5869467) is an Investment Advisor Representative working at Brown Advisory in Boston, MA and has over 7 years of experience in the finance industry.

7
Bernard K. Nowak
CRD#: 2258405
901 South Bond Street, Suite 400, Baltimore, MD 21231
96
Wealthminder
score

Bernard Nowak (CRD# 2258405) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has over 17 years of experience in the finance industry.

8
David B. Powell
CRD#: 2935714
901 South Bond Street, Suite 400, Baltimore, MD 21231
96
Wealthminder
score

David Powell (CRD# 2935714) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has over 20 years of experience in the finance industry.

9
Steven G. Ricklefs
CRD#: 3178220
901 South Bond Street, Suite 400, Baltimore, MD 21231
96
Wealthminder
score

Steven Ricklefs (CRD# 3178220) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has over 19 years of experience in the finance industry. Steven Ricklefs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Robert H. Vernon
CRD#: 1500769
901 South Bond Street, Suite 400, Baltimore, MD 21231
96
Wealthminder
score

Robert Vernon (CRD# 1500769) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has over 31 years of experience in the finance industry.

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