WBH Advisory, Inc.

RIASEC RegisteredEst. 1986
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$744K
Accounts
2,335
Employees
16
Advisory reps
11

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 operating as a corporation since the mid-1980s. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals, small businesses and institutions. Its billing mixes asset-based fees with hourly and fixed-fee engagements. WBH signals a commitment to ESG integration in its investment process and was named one of CNBC’s Top 100 Financial Advisory Firms in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Exchange Traded Equities 13%, Cash & Cash Equivalents 5%, Investment Grade Corp Bonds 3%, US Government Bonds 2%, State & Local Bonds 1%, Other 1%75%
  • Public Funds/Mutual Funds75%
  • Exchange Traded Equities13%
  • Cash & Cash Equivalents5%
  • Investment Grade Corp Bonds3%
  • US Government Bonds2%

Contacts

3 of 11
  • Benjamin Waller

    Benjamin Waller

    Senior Wealth AdvisorCRD 5704581

  • Carrie Beren

    Carrie Beren

    Senior Wealth AdvisorCRD 5503753

  • Robert Willen

    Robert Willen

    Portfolio ManagerCRD 4604837

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 262

Active vs passive

$1.7B in ETFs

Passive

81%

$1.4B

Active

9%

$341M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$78.1M210,9364.46%
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Location

Primary office

Baltimore, MD

Baltimore

Location

Baltimore, MD

Headquartered in Baltimore, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Baltimore
Address
1829 Reisterstown Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth