RIA Intel›Advisers›Maryland›PERSONAL FINANCIAL PARTNERS LLC

PERSONAL FINANCIAL PARTNERS LLC

Advisory

CHEVY CHASE, MD

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account

$107K

across 197 accounts

AUM per adviser

$21M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$21M

Discretionary %

100%

Clients

58

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients58

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDC, MD, TX, 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

58 clients

5 high-net-worth

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.

IFS INVESTORS SERVICES INC

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COMPOUND ADVISORY LLC

$21M

BALTIMORE AVENUE INVESTMENTS, LLC

TOWSON, MD

$21M

WOOD CAPITAL MANAGEMENT INC

TOWSON, MD

$21M

-27.0% 1Y

FINANCIAL DIRECTIONS LLP

CROFTON, MD

$20M

-23.5% 1Y

FORESIGHT INVESTMENTS MANAGEMENT, INC.

$22M

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