Clients
The Baldwin Group Wealth Advisors serves 2,134 clients, 337 of them high-net-worth individuals. The average client has about $13 million with the firm, and high-net-worth clients hold 2% of its $27.3 billion in assets.
- Pension and profit-sharing plans528 clients29%
- Corporations and other businesses431 clients66%
- OtherIndividuals, High-net-worth individuals, Charitable organizations, State or municipal government entities, Insurance companies4%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 834 | $217,515,423 | 0.8% | $261K |
| High-net-worth individuals | 337 | $436,743,402 | 1.6% | $1.30M |
| Pension and profit-sharing plans | 528 | $7,934,935,850 | 29.1% | $15.0M |
| Charitable organizations | 1 | $1,412,899 | 0.0% | $1.41M |
| State or municipal government entities | 1 | $268,038,155 | 1.0% | $268.0M |
| Insurance companies | 2 | $303,628,990 | 1.1% | $151.8M |
| Corporations and other businesses | 431 | $18,113,930,016 | 66.4% | $42.0M |
| Total | 2,134 | $27,276,204,735 | 100% | $12.8M |
- Clients
- 834
- Regulatory AUM
- $217,515,423
- Share
- 0.8%
- Avg. per client
- $261K
- Clients
- 337
- Regulatory AUM
- $436,743,402
- Share
- 1.6%
- Avg. per client
- $1.30M
- Clients
- 528
- Regulatory AUM
- $7,934,935,850
- Share
- 29.1%
- Avg. per client
- $15.0M
- Clients
- 1
- Regulatory AUM
- $1,412,899
- Share
- 0.0%
- Avg. per client
- $1.41M
- Clients
- 1
- Regulatory AUM
- $268,038,155
- Share
- 1.0%
- Avg. per client
- $268.0M
- Clients
- 2
- Regulatory AUM
- $303,628,990
- Share
- 1.1%
- Avg. per client
- $151.8M
- Clients
- 431
- Regulatory AUM
- $18,113,930,016
- Share
- 66.4%
- Avg. per client
- $42.0M
Total
- Clients
- 2,134
- Regulatory AUM
- $27,276,204,735
- Share
- 100%
- Avg. per client
- $12.8M
What it does
The Baldwin Group Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers and educational seminars. It is paid through a percentage of assets, hourly charges, fixed fees and other arrangements.
The Baldwin Group Wealth Advisors provided financial planning to 51–100 clients last fiscal year and advises no private funds.
11.4% of assets ($3.10B across 1,920 accounts) are managed with discretion; $24.17B across 731 accounts are not. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks1%
- Funds99%
Custodians
The Baldwin Group Wealth Advisors’ client accounts are held mainly at LPL Financial, with 3% of managed assets, and Fidelity, with 1%. The Baldwin Group Wealth Advisors does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Boston, MA · $729.6M3%
- FidelityFidelity Investments · Boston, MA · $194.7M1%
- All other custodians$26.35B97%
Ownership and leadership
The Baldwin Group Financial Services Holdings, LLC owns 75% or more of The Baldwin Group Wealth Advisors.
- Owns 75% or more of The Baldwin Group Wealth Advisors, LLC
The Baldwin Group Financial Services Holdings, LLC
Control person · since December 2020
- Owns 75% or more of The Baldwin Group Financial Services Holdings, LLC
The Baldwin Group Southeast LLC
Control person · since December 2020
- Owns 75% or more of The Baldwin Group Wealth Advisors, LLC
The Baldwin Group Financial
Control person · since December 2020
- Owns 75% or more of The Baldwin Group Wealth Advisors, LLC
The Baldwin Insurance Group Holdings, LLC
Control person · since December 2020
- Owns 25% to 50% of The Baldwin Insurance Group Holdings, LLC
The Baldwin Insurance Group, Inc.
Control person · since December 2020
Leadership
- Trevor BaldwinCEO/President
- Christopher StaubPractice President_managing Director
- Bradford HaleChief Financial Officer
- Lisa EstradaChief Compliance Officer
Staff
- 50 employees
- 50 in advisory functions
- 41 state-registered reps
- 17 broker-dealer reps
- 29 insurance agents
- 6 soliciting firms
Fees
The Baldwin Group Wealth Advisors is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other.
The Baldwin Group Wealth Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, The Baldwin Group Wealth Advisors has 5 offices, with 6 listed addresses across 5 states.
Florida · 2 listed addresses
- 4211 W. Boy Scout BLVD., Suite 800, TampaHQ
- 4233 Pablo Court, Jacksonville
California · 1 listed address
- 2211 Michelson DR., Irvine
Maryland · 1 listed address
- 6720-B Rockledge Drive, Bethesda
Texas · 1 listed address
- 5151 San Felipe Street, Houston
Virginia · 1 listed address
- 20 S. King ST., Leesburg
Other business names
The Baldwin Group Wealth Advisors has reported 1 other business name to the SEC.
- The Baldwin Group
Registration details
- Legal name
- The Baldwin Group Wealth Advisors, LLC
- Headquarters
- 4211 W. Boy Scout BLVD., Suite 800, Tampa, FL 33607
- Phone
- 813-934-2743
- Website
- Not reported
- SEC file
- 801-120404
- Structure
- Florida LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does The Baldwin Group Wealth Advisors have?
The Baldwin Group Wealth Advisors has 2,134 clients and manages $27.3 billion for them, as of August 2026. They include 834 other individuals, 528 pension and profit-sharing plans and 431 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 August 2026
What services does The Baldwin Group Wealth Advisors offer?
The Baldwin Group Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does The Baldwin Group Wealth Advisors use?
The Baldwin Group Wealth Advisors’ separately managed account assets are held at LPL Financial LLC (Boston, MA), with $729,584,215 and Fidelity Investments (Boston, MA), with $194,680,546. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 August 2026
How many financial advisors does The Baldwin Group Wealth Advisors have?
The Baldwin Group Wealth Advisors has 41 investment adviser representatives registered with state securities authorities, out of 50 employees, and 50 perform investment advisory functions. 17 are registered representatives of a broker-dealer and 29 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does The Baldwin Group Wealth Advisors invest in?
At the end of its last fiscal year, The Baldwin Group Wealth Advisors’ separately managed accounts held 99% registered funds (mutual funds, ETFs, BDCs) and 1% exchange-traded equities. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns The Baldwin Group Wealth Advisors?
The Baldwin Group Wealth Advisors is owned through holding companies by the Baldwin Group Southeast LLC and the Baldwin Insurance Group, Inc. Its direct owners are the Baldwin Group Financial Services Holdings, LLC (75% or more), the Baldwin Group Financial (75% or more) and the Baldwin Insurance Group Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 August 2026
How does The Baldwin Group Wealth Advisors get paid?
The Baldwin Group Wealth Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file