RIA Intel›Advisers›Maryland›SCHIFF WEALTH ADVISORS, LLC

SCHIFF WEALTH ADVISORS, LLC

Advisory

BALTIMORE, MD

Data as of Mar 3, 2026 · Source: SEC Form ADV

Average account

$331K

across 122 accounts

AUM per adviser

$40M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$40M

Discretionary %

100%

Clients

61

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$40M

Discretionary AUM$40M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients61

Team

Total Employees1

Investment Advisers1

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

61 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.

ELITE FINANCIAL GROUP, INC.

GAITHERSBURG, MD

$40M

CROSS KEYS ASSET MANAGEMENT INC

BALTIMORE, MD

$40M

+7.2% 1Y

HEPNER FINANCIAL SERVICES, LLC

$39M

FHL INVESTMENT MANAGEMENT COMPANY, LLC

NORTH BETHESDA, MD

$38M

SKILL CAPITAL MANAGEMENT, LLC

$43M

PARKVIEW CAPITAL LLC

$43M

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