Brown Advisory - About the company
Brown Advisory is a public company based in Baltimore (United States), founded in 1993 by Dwight Tran, Moa Lernborg Cfa and Dario Castellanos. It operates as a Diversified investment management firm. Brown Advisory has raised $1.02B in funding. The company has 10874 active competitors, including 289 funded and 1013 that have exited. Its top competitors include companies like Fidelity Investments, FIS and S&P Global.
Company Details
Brown Advisory is an investment firm provides clients' investment and strategic advice, service and individualized attention. Brown Advisory is not a lending institution or an investment bank.
- Website
- www.brownadvisory.com/
- Social
- Registered Address
- Baltimore, Maryland
Key Metrics
Founded Year
1993
Location
Baltimore, United States
Stage
Public
Total Funding
$1.02B in 4 rounds
Latest Funding Round
Investors
Ranked
19th among 10874 active competitors
Employee Count
1,116 as on Aug 31, 2026
Investment & Acquisitions
Similar Companies
Exit Details
Public
Legal entities associated with Brown Advisory
Brown Advisory is associated with 3 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
BROWN ADVISORY INVESTORS 2008 - JBG INVESTMENT FUND VII LLLP CIN: 1451143 , United States, Active | $5M - $25M (As on Feb 22, 2010) | - | - | |
BROWN INVESTMENTS, INC. CIN: 470793796 , United States, Active | Dec 31, 1999 | - | 5 (As on Dec 31, 2024) | - |
BROWN INVESTMENT ADVISORY & TRUST COMPANY CIN: 521811121 , United States, Active | Dec 26, 999 | - | 870 (As on Dec 31, 2024) | - |
Brown Advisory's IPO details
Brown Advisory got listed on Mar 11, 1993.
Click here to take a look at Brown Advisory's IPO in detail
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Brown Advisory's funding and investors
Brown Advisory has raised a total funding of $1.02B over 4 rounds. Its first funding round was on Apr 06, 2010. Brown Advisory has 3 institutional investors.
Here is the list of recent funding rounds of Brown Advisory:
Filter this list
Filter this listDate of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Feb 22, 2023 | 2679852 | Series D | 7505073 | 6617819 | 4532149 | 8675366 |
Nov 21, 2018 | 8181327 | Series C | 3957793 | 7746731 | 7071572 | 2035045 |
Jan 04, 2016 | 9177226 | Series C | 2008634 | 9376701 | 7709370 | 3849348 |
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Brown Advisory's founders and board of directors
Founder? Claim ProfileHere are the details of Brown Advisory's key team members:
- Dwight Tran: Founder, Principal Consultant of Brown Advisory and founder of 1 other company.
- Moa Lernborg Cfa: Founder and Director of Brown Advisory.
- Dario Castellanos: Co-Founder & Managing Partner of Brown Advisory.
View details of Brown Advisory's Founder profiles and Board Members
Brown Advisory's employee count trend
Brown Advisory has 1,116 employees as of Aug 26. Here is Brown Advisory's employee count trend over the years:
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Brown Advisory's Competitors and alternates
Top competitors of Brown Advisory include Fidelity Investments, FIS and S&P Global. Here is the list of Top 10 competitors of Brown Advisory, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Fidelity Investments 1946, Boston (United States), Series F | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | $4.71B | 81/100 | |
2nd | FIS 1968, Jacksonville (United States), Acquired | Provider of software suite for banks and financial institutions | - | 80/100 | |
3rd | S&P Global 1917, New York City (United States), Public | Provider of essential intelligence and market analysis for global finance | - | 79/100 | |
4th |  Investec 1974, London (United Kingdom), Acquired | Specialist bank and wealth manager serving private and institutional clients | - | 79/100 | |
5th | Goldman Sachs 1869, New York City (United States), Public | Provider of investment banking asset management and financial advisory services | - | 78/100 | |
6th | Morgan Stanley 1935, New York City (United States), Public | Provider of wealth management, investment banking, sales, trading, and research services | - | 75/100 | |
7th | _1537422048749.png?devicePixelRatio=2&height=30&width=30){kind=logo} Blackstone 1985, New York City (United States), Public | Diversified investment management firm | - | 72/100 | |
8th | Vanguard 1976, Malvern (United States), Series B | Diversified investment management firm | $31.7M | 71/100 | |
9th | TPG 1992, Fort Worth (United States), Public | Operator of investment platforms across multiple asset classes and strategies | - | - | 71/100 |
10th | Affiliated Managers Group 1993, West Palm Beach (United States), Public | Provider of asset management services | - | 71/100 | |
19th | Brown Advisory 1993, Baltimore (United States), Public | Diversified investment management firm | $1.02B | 68/100 |
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Brown Advisory's Investments and acquisitions
Brown Advisory has made 9 investments in companies including Imperative Care and Phantom. Brown Advisory has also acquired 3 companies including Signature Family Wealth and Meritage Capital.Here is the list of investments & acquisitions:Filter this list
Filter this listDate of Investment/Acquisition | Type | Company Name | Founded Year | Location |
|---|---|---|---|---|
Mar 13, 2026 | Investments | 2015 | Campbell (United States) | |
Mar 07, 2025 | Investments | 2020 | Austin (United States) | |
Mar 31, 2023 | Investments | 2014 | Columbia (United States) |
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Reports related to Brown Advisory
Here is the latest report on Brown Advisory's sector:
News related to Brown Advisory
Filter this listMedia has covered Brown Advisory for a total of 20 events in the last 1 year, 18 of them have been about company updates and 1 about people movement.
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Brown Advisory Appoints Joyce Li as Partner and Portfolio Manager in Delaware OfficeDelaware Business Times•Jul 17, 2026•Brown Advisory
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Hansa Investment Trust - Annual Report July 8, 2026Jamessharp•Jul 08, 2026•Hansa Investment Company, Brown Advisory
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Brown Advisory Signs 34,748 SF Office Lease in Midtown ManhattanBetter Built by Barnes•May 28, 2026•Brown Advisory
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Imperative Care Raises $100M in FundingFinSMEs•Mar 18, 2026•Patient Square Capital, Imperative Care, Bain Capital Life Sciences, Perceptive Advisors and 7 others
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Brown Advisory Inc. Raises Stock Holdings in FTAI Aviation Ltd. $FTAIMarketBeat•Dec 10, 2025•Brown Advisory, FTAI Aviation
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Brown Advisory Inc. Acquires Shares of 1,388,702 Cars.com Inc. $CARSMarketBeat•Dec 08, 2025•Cars.com, Brown Advisory, IECM, Villanova Investment Management and 3 others
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Brown Advisory Inc. Makes New $17.03 Million Investment in Ducommun Incorporated $DCOMarketBeat•Dec 08, 2025•Brown Advisory, Ducommun, MGIC
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Brown Advisory Inc. Acquires 18,940 Shares of Entegris, Inc. $ENTGMarketBeat•Dec 06, 2025•Brown Advisory, Entegris, Applied Materials, Sanofi and 2 others
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