A complete list of active advisors currently associated with Menon/Brown Advisory Group

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

Menon/Brown Advisory Group serves individual clients, including high‑net‑worth households, and its ADV lists additional client categories such as trusts, pension plans, foundations, government/municipal entities, and other institutional clients. The firm offers portfolio management and financial planning services and notes availability of wrap‑fee programs and assistance in selecting other advisers. The firm’s approach combines ongoing portfolio management with financial planning and trust‑related services, and it documents the supervised persons who deliver those services in a Brochure Supplement. Its disclosure also indicates the ability to provide pension consulting and institutional services alongside individual wealth management. Menon/Brown operates with a small client base and assets under management—one advisor, roughly $13.1 million in AUM, and 13 clients—while maintaining a broad mix of service offerings and client types. The brochure further discloses that the firm and/or its supervised persons are registered representatives of a broker‑dealer and licensed insurance agents, registrations that are uncommon among similarly supported firms and that can enable access to brokerage and insurance products in addition to advisory services.

To learn more about the advisors currently working at Menon/Brown Advisory Group, 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.