RIA Intel›Advisers›Maryland›NORTHPEAK FINANCIAL, INC.

NORTHPEAK FINANCIAL, INC.

Advisory

FREDERICK, MD

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in MD

#417

of 468 advisers by AUM

Average account

$203K

across 329 accounts

AUM per adviser

$33M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$67M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$67M

Discretionary AUM$66M

Non-Discretionary AUM$1M

Discretionary %98.4%

Total Clients162

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InFL, MD, 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

162 clients

20 high-net-worth

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

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