BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.
Legal name: BALTIMORE-WASHINGTON FINANCIAL ADVISORS
CRD #159388 SEC #801-76893 COLUMBIA, MD 410-461-3900
SEC Registered
Total AUM
$2.8B
Discretionary
$2.7B
Employees
32
Clients
251
Accounts
4,975
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $2.8B | $2.7B | $131.8M | 32 | 0 |
| Oct 2025 | $2.5B | $2.4B | $124M | 32 | 0 |
| Oct 2025 | $2.5B | $2.4B | $124M | 32 | 0 |
| Apr 2025 | $2.5B | $2.4B | $124M | 32 | 0 |
| Mar 2025 | $2.4B | $2.3B | $171.9M | 32 | 0 |
| Nov 2024 | $1.9B | $1.9B | $81.9M | 28 | 0 |
| Mar 2024 | $1.9B | $1.9B | $81.9M | 28 | 0 |
| Oct 2023 | $1.6B | $1.5B | $101.3M | 22 | 0 |
| Oct 2023 | $1.6B | $1.5B | $101.3M | 22 | 0 |
| Sep 2023 | $1.6B | $1.5B | $101.3M | 22 | 0 |
| Mar 2023 | $1.4B | $1.4B | $76.9M | 22 | 0 |
| Mar 2022 | $1.6B | $1.5B | $63.1M | 21 | 0 |
| Mar 2021 | $1.2B | $1.2B | $32.4M | 19 | 0 |
| Jan 2021 | $1B | $983.3M | $28.7M | 17 | 0 |
| Nov 2020 | $1B | $983.3M | $28.7M | 17 | 0 |
| Oct 2020 | $1B | $983.3M | $28.7M | 17 | 0 |
| Sep 2020 | $1B | $983.3M | $28.7M | 17 | 0 |
| Jul 2020 | $911.1M | $883M | $28.1M | 17 | 0 |
| Jul 2020 | $911.1M | $883M | $28.1M | 17 | 0 |
| Jul 2020 | $911.1M | $883M | $28.1M | 17 | 0 |
| Jun 2020 | $911.1M | $883M | $28.1M | 17 | 0 |
| Jun 2020 | $911.1M | $883M | $28.1M | 17 | 0 |
| Mar 2020 | $911.1M | $883M | $28.1M | 17 | 0 |
| Oct 2019 | $765.8M | $748M | $17.8M | 15 | 0 |
| Jul 2019 | $765.8M | $748M | $17.8M | 15 | 0 |
| Mar 2019 | $721.2M | $705.4M | $15.8M | 15 | 0 |
| Aug 2018 | $700M | $686.9M | $13.1M | 15 | 0 |
| Aug 2018 | $657.6M | $642.5M | $15.1M | 15 | 0 |
| Mar 2018 | $657.6M | $642.5M | $15.1M | 15 | 0 |
| Sep 2017 | $590M | $576.6M | $13.4M | 15 | 500 |
| Mar 2017 | $496.2M | $485.4M | $10.9M | 15 | 500 |
| Mar 2017 | $496.2M | $485.4M | $10.9M | 15 | 500 |
| Dec 2016 | $453.1M | $443.7M | $9.3M | 15 | 500 |
| Nov 2016 | $453.1M | $443.7M | $9.3M | 15 | 500 |
| Sep 2016 | $453.1M | $443.7M | $9.3M | 15 | 500 |
| Jul 2016 | $453.1M | $443.7M | $9.3M | 15 | 500 |
| Mar 2016 | $453.1M | $443.7M | $9.3M | 15 | 500 |
| Mar 2016 | $453.1M | $443.7M | $9.3M | 15 | 500 |
| Jan 2016 | $482.8M | $469.4M | $13.3M | 15 | 500 |
| Oct 2015 | $482.8M | $469.4M | $13.3M | 21 | 500 |
| Jun 2015 | $482.8M | $469.4M | $13.3M | 21 | 500 |
| May 2015 | $482.8M | $469.4M | $13.3M | 20 | 500 |
| Mar 2015 | $482.8M | $469.4M | $13.3M | 21 | 500 |
| Dec 2014 | $452M | $441.1M | $10.9M | 21 | 400 |
| Oct 2014 | $448.9M | $437.9M | $11M | 23 | 400 |
| Apr 2014 | $416M | $405.1M | $10.9M | 25 | 400 |
| Mar 2014 | $416M | $405.1M | $10.9M | 25 | 400 |
| Aug 2013 | $351.2M | $351M | $237.5K | 20 | 400 |
| Mar 2013 | $303.8M | $303.6M | $232.1K | 22 | 400 |
| Nov 2012 | $291.6M | $291.3M | $229.9K | 19 | 400 |
| Jul 2012 | $278.1M | $277.8M | $232.6K | -- | 400 |
DateNov 2025
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$131.8M
Employees32
Clients0
DateOct 2025
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$124M
Employees32
Clients0
DateOct 2025
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$124M
Employees32
Clients0
DateApr 2025
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$124M
Employees32
Clients0
DateMar 2025
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$171.9M
Employees32
Clients0
DateNov 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$81.9M
Employees28
Clients0
DateMar 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$81.9M
Employees28
Clients0
DateOct 2023
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$101.3M
Employees22
Clients0
DateOct 2023
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$101.3M
Employees22
Clients0
DateSep 2023
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$101.3M
Employees22
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$76.9M
Employees22
Clients0
DateMar 2022
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$63.1M
Employees21
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$32.4M
Employees19
Clients0
DateJan 2021
Total AUM$1B
Discretionary$983.3M
Non-Disc.$28.7M
Employees17
Clients0
DateNov 2020
Total AUM$1B
Discretionary$983.3M
Non-Disc.$28.7M
Employees17
Clients0
DateOct 2020
Total AUM$1B
Discretionary$983.3M
Non-Disc.$28.7M
Employees17
Clients0
DateSep 2020
Total AUM$1B
Discretionary$983.3M
Non-Disc.$28.7M
Employees17
Clients0
DateJul 2020
Total AUM$911.1M
Discretionary$883M
Non-Disc.$28.1M
Employees17
Clients0
DateJul 2020
Total AUM$911.1M
Discretionary$883M
Non-Disc.$28.1M
Employees17
Clients0
DateJul 2020
Total AUM$911.1M
Discretionary$883M
Non-Disc.$28.1M
Employees17
Clients0
DateJun 2020
Total AUM$911.1M
Discretionary$883M
Non-Disc.$28.1M
Employees17
Clients0
DateJun 2020
Total AUM$911.1M
Discretionary$883M
Non-Disc.$28.1M
Employees17
Clients0
DateMar 2020
Total AUM$911.1M
Discretionary$883M
Non-Disc.$28.1M
Employees17
Clients0
DateOct 2019
Total AUM$765.8M
Discretionary$748M
Non-Disc.$17.8M
Employees15
Clients0
DateJul 2019
Total AUM$765.8M
Discretionary$748M
Non-Disc.$17.8M
Employees15
Clients0
DateMar 2019
Total AUM$721.2M
Discretionary$705.4M
Non-Disc.$15.8M
Employees15
Clients0
DateAug 2018
Total AUM$700M
Discretionary$686.9M
Non-Disc.$13.1M
Employees15
Clients0
DateAug 2018
Total AUM$657.6M
Discretionary$642.5M
Non-Disc.$15.1M
Employees15
Clients0
DateMar 2018
Total AUM$657.6M
Discretionary$642.5M
Non-Disc.$15.1M
Employees15
Clients0
DateSep 2017
Total AUM$590M
Discretionary$576.6M
Non-Disc.$13.4M
Employees15
Clients500
DateMar 2017
Total AUM$496.2M
Discretionary$485.4M
Non-Disc.$10.9M
Employees15
Clients500
DateMar 2017
Total AUM$496.2M
Discretionary$485.4M
Non-Disc.$10.9M
Employees15
Clients500
DateDec 2016
Total AUM$453.1M
Discretionary$443.7M
Non-Disc.$9.3M
Employees15
Clients500
DateNov 2016
Total AUM$453.1M
Discretionary$443.7M
Non-Disc.$9.3M
Employees15
Clients500
DateSep 2016
Total AUM$453.1M
Discretionary$443.7M
Non-Disc.$9.3M
Employees15
Clients500
DateJul 2016
Total AUM$453.1M
Discretionary$443.7M
Non-Disc.$9.3M
Employees15
Clients500
DateMar 2016
Total AUM$453.1M
Discretionary$443.7M
Non-Disc.$9.3M
Employees15
Clients500
DateMar 2016
Total AUM$453.1M
Discretionary$443.7M
Non-Disc.$9.3M
Employees15
Clients500
DateJan 2016
Total AUM$482.8M
Discretionary$469.4M
Non-Disc.$13.3M
Employees15
Clients500
DateOct 2015
Total AUM$482.8M
Discretionary$469.4M
Non-Disc.$13.3M
Employees21
Clients500
DateJun 2015
Total AUM$482.8M
Discretionary$469.4M
Non-Disc.$13.3M
Employees21
Clients500
DateMay 2015
Total AUM$482.8M
Discretionary$469.4M
Non-Disc.$13.3M
Employees20
Clients500
DateMar 2015
Total AUM$482.8M
Discretionary$469.4M
Non-Disc.$13.3M
Employees21
Clients500
DateDec 2014
Total AUM$452M
Discretionary$441.1M
Non-Disc.$10.9M
Employees21
Clients400
DateOct 2014
Total AUM$448.9M
Discretionary$437.9M
Non-Disc.$11M
Employees23
Clients400
DateApr 2014
Total AUM$416M
Discretionary$405.1M
Non-Disc.$10.9M
Employees25
Clients400
DateMar 2014
Total AUM$416M
Discretionary$405.1M
Non-Disc.$10.9M
Employees25
Clients400
DateAug 2013
Total AUM$351.2M
Discretionary$351M
Non-Disc.$237.5K
Employees20
Clients400
DateMar 2013
Total AUM$303.8M
Discretionary$303.6M
Non-Disc.$232.1K
Employees22
Clients400
DateNov 2012
Total AUM$291.6M
Discretionary$291.3M
Non-Disc.$229.9K
Employees19
Clients400
DateJul 2012
Total AUM$278.1M
Discretionary$277.8M
Non-Disc.$232.6K
Employees--
Clients400