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BALTIMORE-WASHINGTON FINANCIAL ADVISORS
Legal name: BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.
CRD 159388File 801-76893
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.99B
Top 25% of cohort (national)
Discretionary AUM
$2.86B
Non-discretionary $124.0M
Clients
5,301
5,301 accounts
Employees
36
Top 25% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 29, 2012
- Principal office
- 10960 GRANTCHESTER WAY, SUITE 110, COLUMBIA, MD, 21044
- Phone
- 410-461-3900
- Website
- http://www.bwfa.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.99B
- Discretionary AUM
- $2.86B
- Non-discretionary AUM
- $124.0M
- Discretionary accounts
- 4,922
- Non-discretionary accounts
- 379
- Total accounts
- 5,301
- AUM per client
- $563K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $1.6M |
| Charitable organizations | 18 | $21.4M |
| High net worth individuals | 872 | $2.06B |
| Individuals (other than high net worth individuals) | 4,400 | $900.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 32 | 36 | increased by4 |
| Apr 1, 2026 | Clients | 4,975 | 5,301 | increased by326 |
| Apr 1, 2026 | AUM | $2,828,296,993 | $2,985,578,005 | increased by$157,281,012 |
| Apr 1, 2026 | Accounts | 4,975 | 5,301 | increased by326 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 4,597 | 4,975 | increased by378 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $2,495,119,964 | $2,828,296,993 | increased by$333,177,029 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 4,597 | 4,975 | increased by378 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 32 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,683 | 4,597 | increased by1,914 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,560,362,241 | $2,495,119,964 | increased by$934,757,723 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,683 | 4,597 | increased by1,914 |
| Apr 1, 2022 | Employees | 19 | 21 | increased by2 |
| Apr 1, 2022 | Clients | 738 | 2,683 | increased by1,945 |
| Apr 1, 2022 | AUM | $1,238,302,312 | $1,560,362,241 | increased by$322,059,929 |
| Apr 1, 2022 | Accounts | 2,360 | 2,683 | increased by323 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BALTIMORE-WASHINGTON FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BALTIMORE-WASHINGTON FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.