RIA Intel›Advisers›Maryland›BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.

BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.

Advisory

N·COLUMBIA, MD

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$3.0B
1-Year AUM Growth
+19.9%
3-Year CAGR
+13.1%
Employees
13
Assets Under Management
Total AUM$3.0B
Discretionary AUM$2.9B
Non-Discretionary AUM$124M
Discretionary %95.8%
Total Clients4,975
Team
Total Employees13
Investment Advisers36
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record46
First FilingJul 2, 2012
Latest FilingMar 19, 2026
🔒 Full AUM trend chart and 46 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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