Brown Advisory
advisor20 known aliases resolved via the canonical alias map
Market position · 2024
Plans served32-3 YoYRank #515 of mapped providers
Assets under administration$22.6B0.0%Market share · rank #610
Fees received$3MMedian $41,523/planSum across Schedule C direct + indirect
Net wins YoY+07 won · 7 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Brown Advisory plan look like?
Service mix · median fees per plan
Count of plans where Brown Advisory ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid directly by plan; Securities brokerage commissions and fees; Direct payment from the planCode 28 | 16 | $18,567 | |
Investment advisory (plan); Finders' fees / placement feesCode 27 | 7 | $50,000 | |
Investment advisory (participants); Direct payment from the planCode 26 | 2 | $35,478 | |
Investment management fees paid directly by planCode 51 | 2 | $57,266 | |
Other feesCode 99 | 2 | $44,380 | |
Direct payment from the plan; Investment management fees paid indirectly by plan; Redemption fees; Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Participant loan processing; Shareholder servicing fees; Participant communication; Trustee (directed); Other services; Distribution (12b-1) fees; Investment advisory (plan); Float revenue; Recordkeeping feesCode 15 | 1 | $0 | |
Investment advisory (plan); Investment management fees paid directly by plan; Custodial (securities); Trustee (bank, trust company, or similar financial institution); Investment managementCode 19 | 1 | $150,857 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 |
Competitor overlap
Percent of Brown Advisory's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Brown Advisory.
| Sponsor | From | Assets |
|---|---|---|
HAWAII SHEET METAL WORKERS PENSION FUNDHI · 996009479-001 | Lotsoff | $289M |
HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING FUNDHI · 996027785-003 | WITHUM | $108M |
FEDERAL SIGNAL CORPORATIONIL · 361063330-003 | Douglas Lane & Associates | $83M |
ATS AUTOMATION, INC.WA · 911354987-001 | Capital Group | $64M |
PERR & KNIGHT, INC.CA · 954511033-001 | Perr & Knight Inc. | $37M |
THE CULVER EDUCATIONAL FOUNDATIONIN · 350868071-001 | Wellington Trust Company | $21M |
WHEELER TRUCKING, INC.MI · 383534605-001 | Nationwide | $9M |
Plans lost in 2024
Appeared last year under Brown Advisory; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERSCA · 951939092-001 | BNY Mellon | $4.9B |
BOARD OF TRUSTEES HAGERSTOWN MOTOR CARRIERS ANDMD · 526045424-001 | RAE Group LLC | $187M |
BOARD OF TRUSTEES - MIDWEST PENSION PLANIL · 366512748-001 | Chevy Chase Trust Company | $127M |
THOMAS JEFFERSON FOUNDATION, INCVA · 540505959-002 | BDO | $25M |
UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATIONMD · 521362793-007 | (new plan) | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WELLS FARGO & COMPANYMN · 410449260-001 | $8.3B | 165,927 | $192,860 | 3y | - |
TOYOTA MOTOR NORTH AMERICA, INC.TX · 953141669-003 | $4.6B | 14,281 | $403,192 | 9y | - |
TRAVELERS COMPANIES, INC.MN · 410518860-001 | $4.2B | 45,786 | $645,493 | 10y | - |
BOARD OF TRUSTEES OF THE STEAMSHIP TRADE ASSOCIATION OF BALTIMORE,MD · 526036829-001 | $1.1B | 3,382 | $605,810 | 9y | - |
SQUIRE PATTON BOGGS (US) LLPOH · 340648199-005 | $869M | 1,819 | $51,274 | 9y | - |
SELECTIVE INSURANCE COMPANY OF AMERICANJ · 221272390-002 | $764M | 3,749 | $0 | 2y | - |
ATMOS ENERGY CORPORATIONTX · 751743247-003 | $580M | 4,129 | $374,914 | 10y | - |
HAWAII SHEET METAL WORKERS PENSION FUNDHI · 996009479-001 | $316M | 1,107 | $24,569 | 2y | - |
TRUSTEES OF JACKSONVILLE PLUMBERS AND PIPEFITTERSTN · 596168181-001 | $288M | 1,915 | $123,398 | 8y | - |
WAREHOUSE EMPLOYEES LOCAL NO. 570MD · 526048848-001 | $255M | 2,942 | $108,910 | 4y | - |
Flag exposure
93.8%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (20)
Raw Schedule C names collapsed into Brown Advisory.
- ATS AUTOMATION
- ATTACHED TO FORM 5500
- ATTALUS
- ATTICUS ASSET MANAGEMENT
- ATTICUS WEALTH MANAGEMENT
- BROWN ADVISIORY FUND
- BROWN ADVISORY
- BROWN ADVISORY CAVANAUGH
- BROWN ADVISORY FUNDS
- BROWN ADVISORY LCSG
- BROWN ADVISORY LLC
- BROWN ADVISORY MANAGEMENT
- BROWN ADVISORY MANAGEMENT LLC DBA B
- BROWN ADVISORY MANAGEMENT, LLC
- BROWN ADVISORY SECURITIES
- BROWN ADVISORY SECURITIES LLC
- BROWN ADVISORY SECURITIES, LLC
- BROWN ADVISORY SECURITIES, LLC.
- BROWN ADVISORY, INC.
- BROWN ADVISORY, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Brown Advisory's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 2 | 6.25% | 7.76% | -1.51 pp |
| Fidelity bond gap | 1 | 3.13% | 26.94% | -23.82 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 6.25% | 1.76% | +4.49 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Brown Advisory. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Brown Advisory's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Abato, Rubenstein & Abato, P.A. | 2 | 6.3% |
| Saltzman & Johnson Law Corporation | 2 | 6.3% |
| YOSHIDA & ASSOCIATES | 2 | 6.3% |
| Faegre Drinker Biddle & Reath LLP | 1 | 3.1% |
| Lowenstein Sandler LLP | 1 | 3.1% |
| O'Donoghue & O'Donoghue LLP | 1 | 3.1% |
| Quinn, Conner, Weaver, Davies & Rouco | 1 | 3.1% |
| Shumaker Loop & Kendrick LLP | 1 | 3.1% |
| Venable Law Firm | 1 | 3.1% |
| Winston & Strawn LLP | 1 | 3.1% |