Brown Investment Advisory and Trust is a firm that provides tax accounting, fiduciary trustee, investment management, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in California, Delaware, Maryland, and Texas (although they are present in other states as well).
Most Brown Investment Advisory and Trust clients are grantmaking foundations with revenues ranging from $370,259 to $3.4 million.
Previous legal names, trade names, or just variations of their name include: Brown Investment Advisory &trust; Brown Investment Advisory; Brown Investment Advisory Trust C; and Brown Investment Advisory and Trust Compan.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Clayton Fund | 501(c)(3) | Houston, TX |
| 2 | Sylvan-Laureate Foundation | 501(c)(3) | Wilmington, DE |
| 3 | Brown Advisory Leadership Foundation | 501(c)(3) | Baltimore, MD |
| 4 | The Whalen Family Foundation | 501(c)(3) | Oakland, CA |
Competitors to Brown Investment Advisory and Trust in the nonprofit sector include SunTrust Bank, Bank Of America, N.a., Towers Watson, State Street Global Advisors, Bank Of America, Commerce Trust Company, Edward Jones, J P Morgan, Fifth Third Bank, and Merrill Lynch Pierce Fenner and Smith.
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