WBH Advisory, Inc.

RIASEC Registered

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 registered investment adviser organized as a corporation and majority-owned by an individual. The firm has been registered with the SEC since 1986. Its client mix includes high-net-worth individuals and families as well as institutional clients, and its advisory services span financial planning and portfolio management for both individuals/small businesses and business or institutional accounts. WBH charges a mix of fees — percentage of AUM, hourly, and fixed fees — and does not operate as a capital allocator. The firm identifies as an active ESG investor and has been recognized externally: it appeared on CNBC’s Top 100 Financial Advisory Firms list in 2025. WBH’s practice model centers on discretionary portfolio management (the firm reports its AUM as discretionary) and client-focused planning engagements.