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 31 - 40 of 48 top financial advisors.
31
Jeanne Oneill
CRD#: 1203042
1201 North Market Street, Suite 1407, Wilmington, DE 19801

Jeanne Oneill (CRD# 1203042) is an Investment Advisor Representative working at Brown Advisory in Wilmington, DE and has over 37 years of experience in the finance industry.

32
Erika L. Pagel
CRD#: 2822940
901 South Bond Street, Suite 400, Baltimore, MD 21231

Erika Pagel (CRD# 2822940) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has over 20 years of experience in the finance industry.

33
David B. Powell
CRD#: 2935714
901 South Bond Street, Suite 400, Baltimore, MD 21231

David Powell (CRD# 2935714) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has over 23 years of experience in the finance industry.

34
Steven G. Ricklefs
CRD#: 3178220
901 South Bond Street, Suite 400, Baltimore, MD 21231

Steven Ricklefs (CRD# 3178220) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has over 22 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.

35
Megan P. Schaefer-Curran
CRD#: 2972149
901 South Bond Street, Suite 400, Baltimore, MD 21231

Megan Schaefer-Curran (CRD# 2972149) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has over 21 years of experience in the finance industry.

36
Tushar R. Shah
CRD#: 6404183
401 Congress Avenue, Suite 1170, Austin, TX 78701

Tushar Shah (CRD# 6404183) is an Investment Advisor Representative working at Brown Advisory in Austin, TX and has 1 year of experience in the finance industry.

37
John G. Snyder
CRD#: 6311163
5404 Wisconsin Avenue, Suite 1000, Chevy Chase, MD 20815

John Snyder (CRD# 6311163) is an Investment Advisor Representative working at Brown Advisory in Chevy Chase, MD and has over 6 years of experience in the finance industry.

38
Alexander J. Starr
CRD#: 5853229
5404 Wisconsin Avenue, Ste. 1000, Washington, DC 20815

Alexander Starr (CRD# 5853229) is an Investment Advisor Representative working at Brown Advisory in Washington, DC and has over 10 years of experience in the finance industry.

39
David A. Stepherson
CRD#: 2008610
5404 Wisconsin Avenue, Suite 1000, Chevy Chase, MD 20815

David Stepherson (CRD# 2008610) is an Investment Advisor Representative working at Brown Advisory in Chevy Chase, MD and has 1 year of experience in the finance industry.

40
Kenneth M. Stuzin
CRD#: 2800147
901 South Bond Street, Suite 400, Baltimore, MD 21231

Kenneth Stuzin (CRD# 2800147) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has 1 year of experience in the finance industry.

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