BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.
C20
CRD 159388·SEC 801-76893·COLUMBIA, MD
AUM
$2.99B
$1B+
Est. Revenue
$29.9M
@ 1% on AUM
Est. EBITDA
$9.0M
@ 30% margin
Est. Deal Value
$71.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $765.8M
'21 · $1.01B
'22 · $1.24B
'23 · $1.56B
'25 · $2.83B
'26 · $2.99B
'20'26
$765.8M → $2.99B▲ +290%
Client mix
| Individuals Other | 4,400 |
| Individuals High Net Worth | 872 |
| Charitable Organizations | 18 |
| Corporations | 11 |
Operations
Advisory staff (5-yr trend)
'20 · 8 advisors
'21 · 10 advisors
'22 · 11 advisors
'23 · 11 advisors
'25 · 11 advisors
'26 · 13 advisors
'20'26
8 advisors → 13 advisors▲ +63%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars WorkshopsOther Advisory Services
Filings
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 (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
10960 GRANTCHESTER WAYSUITE 110COLUMBIA, MD 21044
Business
10960 GRANTCHESTER WAYSUITE 110COLUMBIA, MD 21044
Edgar Recent Filings
13F-HR2026-05-15 · 0001172661-26-001985
13F-HR2026-02-13 · 0001172661-26-000706