Independent investment management and strategic advisory firm founded in 1993, managing $128.4 billion in assets for private and institutional clients across 17 offices globally.
Brown Advisory LLC is an independent investment management and strategic advisory firm founded in 1993. The firm became independent in 1998 through a management buyout from Alex. Brown & Sons, and traces its lineage to the first investment bank in the United States. It serves individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries across 17 offices globally, including Baltimore, London, Singapore, and Tokyo.
Scale is material and measurable. Assets under management stood at $128.4 billion as of January 2023, supported by more than 1,000 colleagues. Two core lines drive results: Investment Management, spanning discretionary and non-discretionary mandates built on rigorous fundamental research, and Strategic Advisory, which has delivered a client retention rate exceeding 97% over the past decade - a durable indicator of revenue stability and service quality.
Governance is a distinguishing structural feature. All colleagues are equity owners of the firm, an arrangement that aligns employee incentives directly with client outcomes and supports long-term retention of investment and advisory talent. Operating principles emphasise thoughtful investing, fundamental research, collaboration, and long-horizon client relationships.
Technical domains include fundamental investment research, asset management, portfolio management, and strategic advice. Industry verticals span investment management, wealth management, financial advisory, and institutional asset management.
