WBH ADVISORY, INC.

RIASEC RegisteredEst. 1986

Total AUM

$1.7B

Discretionary

$1.7B

100% of AUM

Avg account

$744K

Accounts

2,335

Employees

Advisory reps

Firm details

Headquarters: BALTIMORE, Maryland
CRD number: 105289
Registered since: October 3, 1986
Website: www.wbhadvisory.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.12%
Individuals7.81%
Pension & Profit Sharing Plans0.78%
Charitable Organizations0.16%
Corporations / Businesses0.13%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

WBH Advisory, Inc. is an independent, SEC-registered registered investment adviser that has operated since 1986 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, providing financial planning and portfolio management for individuals, small businesses and larger business or institutional accounts. Its fee arrangements include percentage-of-AUM pricing alongside hourly and fixed-fee engagements. WBH identifies as an active ESG investor and is not structured as a dedicated capital allocator. The firm received placement on CNBC’s Top 100 Financial Advisory Firms list for 2025, reflecting external recognition of its market presence. WBH maintains professional ties with accounting and law firms, indicating a coordinated approach to tax, legal and financial planning needs.