RIA Intel›Advisers›Maryland›SILVESTRI FINANCIAL AND TAX ADVISORS, INC

SILVESTRI FINANCIAL AND TAX ADVISORS, INC

Advisory

MD

Data as of Aug 26, 2026 · Source: SEC Form ADV

Rank in MD
#462
of 468 advisers by AUM
Average account
$194K
across 240 accounts
AUM per adviser
$23M
2 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM
$47M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$47M
Discretionary AUM$47M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients130
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InDE, MD, PA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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