Brown Advisory

Brown Advisory (CRD# 110181) is a financial advisory firm headquartered in Baltimore, MD. They manage $87,863,970,785 in 17,016 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    87,864
    MILLION
  • Total Number of Accounts
    17,016
    ACCOUNTS
  • Average Account Value
    $5,163,609
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, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Brown Advisory
Showing 11 - 20 of 48 top financial advisors.
11
Michael L. Foss
CRD#: 1620540
901 South Bond Street, Suite 400, Baltimore, MD 21231

Michael Foss (CRD# 1620540) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has over 34 years of experience in the finance industry.

12
Karina Funk
CRD#: 6058004
901 South Bond Street, Suite 400, Baltimore, MD 21231

Karina Funk (CRD# 6058004) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has 1 year of experience in the finance industry.

13
Thomas D. Graff
CRD#: 4351710
901 South Bond Street, Suite 400, Baltimore, MD 21231

Thomas Graff (CRD# 4351710) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has 1 year of experience in the finance industry.

14
Brian E. Graney
CRD#: 5251890
901 South Bond Street, Suite 400, Baltimore, MD 21231

Brian Graney (CRD# 5251890) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has 1 year of experience in the finance industry.

15
Timothy W. Hathaway
CRD#: 2388643
901 South Bond Street, Suite 400, Baltimore, MD 21231

Timothy Hathaway (CRD# 2388643) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has over 26 years of experience in the finance industry.

16
Monica M. Hausner
CRD#: 2239234
901 South Bond Street, Suite 400, Baltimore, MD 21231

Monica Hausner (CRD# 2239234) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has 1 year of experience in the finance industry.

17
Walter D. Haynes
CRD#: 2440449
7475 Wisconsin Avenue, Suite 800, Bethesda, MD 20814

Walter Haynes (CRD# 2440449) is an Investment Advisor Representative working at Brown Advisory in Bethesda, MD and has over 26 years of experience in the finance industry.

18
Christopher C. Holcombe
CRD#: 6310282
100 High Street, 27th Floor, Boston, MA 02110

Christopher Holcombe (CRD# 6310282) is an Investment Advisor Representative working at Brown Advisory in Boston, MA and has 1 year of experience in the finance industry. Christopher Holcombe 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.

19
David B. Hunter
CRD#: 2426781
901 South Bond Street, Suite 400, Baltimore, MD 21231

David Hunter (CRD# 2426781) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has over 19 years of experience in the finance industry.

20
Jon K. Jester
CRD#: 4253136
1295 Environ Way, Chapel Hill, NC 27517

Jon Jester (CRD# 4253136) is an Investment Advisor Representative working at Brown Advisory in Chapel Hill, NC and has over 20 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.

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