A complete list of active advisors currently associated with Brown Financial Advisory

Warmer can help you find a great advisor at Brown Financial Advisory or one who fits your needs even better.

Brown Financial Advisory provides discretionary portfolio management and related advisory services to individual clients, including high-net-worth households, under a percentage-of-assets fee model. The firm reports roughly $468 million in regulatory assets under management across about 275 client relationships. The firm operates as a six-advisor team with formal documentation of its methods of analysis, investment strategies, brokerage practices, and account review processes, as reflected in its Form ADV brochure. The brochure also describes the firm's code of ethics and custody practices, indicating established compliance and oversight of trading and client asset handling. Compared with many team firms, Brown Financial Advisory manages a relatively concentrated client base—about $1.7 million in AUM per client on average—suggesting a focus on larger, more individualized relationships. The ADV also includes a section addressing performance-based fees and side-by-side management, a topic not universally covered by advisory teams serving individual clients.

To learn more about the advisors currently working at Brown Financial Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.