RIA Intel›Advisers›Maryland›PRIORITY FINANCIAL ADVISORS, LLC

PRIORITY FINANCIAL ADVISORS, LLC

Advisory

Data as of Jan 9, 2026 · Source: SEC Form ADV

Average account

$46K

across 153 accounts

Source: SEC Form ADV. Figures as filed Jan 9, 2026.

Total AUM

$7M

Discretionary %

73.9%

Clients

12

Employees

0

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$7M

Discretionary AUM$5M

Non-Discretionary AUM$2M

Discretionary %73.9%

Total Clients12

Team

Total Employees0

Investment Advisers0

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

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

12 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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SENTINEL FINANCIAL PLANNING, LLC

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THE PARKRIDGE COMPANIES, LLC

PIKESVILLE, MD

$7M

-92.6% 1Y

ODYSSEY INVESTMENTS, CORP.

OCEAN CITY, MD

$7M

IMPACT FINANCIAL LIFE PLANNING LLC

$7M

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