GARDNER RUSSO & QUINN LLC
B52
CRD 106114·SEC 801-41357·LANCASTER, PA
AUM
$9.45B
$1B+
Est. Revenue
$94.5M
@ 1% on AUM
Est. EBITDA
$28.3M
@ 30% margin
Est. Deal Value
$226.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $12.35B
'21 · $13.26B
'22 · $11.45B
'23 · $11.85B
'25 · $9.05B
'26 · $9.45B
'20'26
$12.35B → $9.45B▼ -23%
Client mix
| Individuals High Net Worth | 1,012 |
| Individuals Other | 131 |
| Other | 102 |
| Charitable Organizations | 72 |
| Pension Profit Sharing Plans | 14 |
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 7 advisors
'22 · 8 advisors
'23 · 9 advisors
'25 · 9 advisors
'26 · 8 advisors
'20'26
5 advisors → 8 advisors▲ +60%
Branches
| Count | 1 |
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.