What Makes Brown Advisory Different

We founded Brown Advisory with a simple vision: to build a client-first investment firm. Today, we are fortunate to provide investment solutions to individuals, families and institutions in all 50 U.S. states and in 44 countries and territories around the world. We are deeply committed to our clients, and focus exclusively on helping them plan and implement thoughtful investment strategies. This focus extends to the retirees, students, nonprofit beneficiaries and many others who may never meet us but nevertheless depend on us as trusted stewards of capital.

 

Our Mission

Brown Advisory is a private, independent investment and strategic advisory firm. Our mission is to make a material and positive difference for our clients by delivering a combination of first-class investment performance, strategic advice and the highest level of service.

 

A Private Firm with a Shared Ownership Structure

Brown Advisory has been a private, independent and colleague-owned firm since 1998. Every colleague is an equity owner, and together our colleagues own approximately 70% of the firm. The remaining 30% is owned by select outside investors who provide insight, perspective and stability. All of these owners are aligned in the desire to build a firm that puts clients above all else.

 

Transparency

We are a firm of 750+ people, fourteen offices, six primary client segments, nearly 40 groups and countless teams. Transparency is critical so that we can all operate from the same playbook. We share meeting minutes from all operating committee meetings with all colleagues, so we collectively understand decision-making as it filters through the organization. Additionally, our intranet platform, B|Advised, draws on modern sharing and collaboration tools to enable rapid information transfer as well as open, firmwide conversations on topics ranging from investments to diversity and inclusion.

 

Sustainable Investing

It’s a path to investment performance, a way to reflect your values, an opportunity to make an impact on the world. We aim to deliver sustainable and mission-aligned investment solutions to our clients built on first-rate performance, thoughtful advice and the highest level of service.

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Diversity, Equity and Inclusion

Brown Advisory should be an environment that mirrors the fabric of the communities in which we work and live—one that supports colleagues in their effort to contribute at the highest level and reach their potential. We know that this will be a continuous journey—success is a progression, not a point in time. We will always be asking ourselves, “What's next?”

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Community and Impact

Creating impact—real impact—for the communities in which we live and work has been an essential part of Brown Advisory’s DNA since our beginnings. As we strive to make a positive and material difference for all of our stakeholders, we are cognizant of our responsibilities to our communities—we believe we have an obligation to contribute to and enhance the lives of others through financial, intellectual and hands-on partnership.

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A "Morning Meeting" Mindset

Our Morning Meeting is a cultural cornerstone at Brown Advisory. Every morning, we gather the entire firm—each office gathers in person, and all offices connect via video conference—to discuss a topic or idea that is relevant to our investment thinking or to the culture of the firm. We ring the bell to start the meeting at 8:35 a.m. Eastern Time. The meeting represents many facets of our culture that we hold dear: thoughtful discussion, active listening, flat organization, collegial atmosphere and encouragement of new ideas.

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