Baltimore-Washington Financial Advisors
Columbia, MD·SEC-registered · CRD #159388
Baltimore-Washington Financial Advisors is an SEC-registered investment advisory firm in Columbia, MD managing $3.0B across 5.7k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.0B
Client accounts
5.7k
Advisory staff
13
Fee model
Fee-only
How Baltimore-Washington Financial Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Baltimore-Washington Financial Advisors
How much does Baltimore-Washington Financial Advisors manage?
Per its most recent SEC Form ADV filing (03/19/2026), Baltimore-Washington Financial Advisors reports $3.0B in regulatory assets under management across roughly 5.7k client accounts.
How does Baltimore-Washington Financial Advisors charge?
Baltimore-Washington Financial Advisors is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Baltimore-Washington Financial Advisors a fiduciary?
Yes. Baltimore-Washington Financial Advisors is registered with the U.S. Securities and Exchange Commission (CRD #159388), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Baltimore-Washington Financial Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Baltimore-Washington Financial Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Columbia, MD
Profile compiled from Baltimore-Washington Financial Advisors's public SEC Form ADV filing (CRD #159388, filed 03/19/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Baltimore-Washington Financial Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Baltimore-Washington Financial Advisors? Claim this profile.