Wealth Manager
    SEC Registered
    Manages Private Funds

    Baltimore-Washington Financial Advisors

    Registered investment advisor · Columbia, Maryland · CRD #159388

    Assets Under Management
    $3B
    Client Accounts
    5,301
    Employees
    36
    CRD Number
    159388
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Baltimore-Washington Financial Advisors

    Baltimore-Washington Financial Advisors, established in 1986, offers comprehensive wealth management, including investment management, retirement, and estate planning, serving clients nationwide. The firm is based in Columbia, Maryland, with a team of around twenty professionals.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Baltimore-Washington Financial Advisors

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Baltimore-Washington Financial Advisors's AUM?

    Baltimore-Washington Financial Advisors reports approximately $3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Baltimore-Washington Financial Advisors headquartered?

    Baltimore-Washington Financial Advisors is headquartered in Columbia, Maryland.

    What is Baltimore-Washington Financial Advisors's CRD number?

    Baltimore-Washington Financial Advisors's CRD number is 159388. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Baltimore-Washington Financial Advisors manage?

    Baltimore-Washington Financial Advisors manages approximately 5,301 client accounts according to its latest SEC filing.

    Is Baltimore-Washington Financial Advisors SEC registered?

    Yes, Baltimore-Washington Financial Advisors is registered with the SEC as an investment adviser with an approved registration status.

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