RIA Intel›Advisers›Maryland›FARLEY FINANCIAL

FARLEY FINANCIAL

Advisory

MD

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in MD

#420

of 468 advisers by AUM

Average account

$440K

across 150 accounts

AUM per adviser

$33M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$66M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$66M

Discretionary AUM$66M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients150

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InDE, FL, MD, NC, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

150 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

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$67M

NORTHPEAK FINANCIAL, INC.

$67M

WISE CAPITAL MANAGEMENT

$65M

AVANZ CAPITAL MANAGEMENT LP

$67M

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