RIA Intel›Advisers›Maryland›WILLIAMS FINANCIAL SERVICES, LLC

WILLIAMS FINANCIAL SERVICES, LLC

Advisory

Data as of Jan 21, 2026 · Source: SEC Form ADV

Average account

$664K

across 15 accounts

AUM per adviser

$10M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 21, 2026.

Total AUM

$10M

Discretionary %

100%

Clients

—

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$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDE, MD

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

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.

EMERSON JAMES ADVISORS LLC

$10M

HAYS, STEVEN, K

ANNAPOLIS, MD

$10M

BALL WEALTH MANAGEMENT LLC

$10M

TOTAL RETURN LLC

LINTHICUM HEIGHTS, MD

$10M

BINIAK, RICHARD LAWRENCE JR

$10M

GOLDSBOROUGH CAPITAL MANAGEMENT, LLC

GAITHERSBURG, MD

$11M

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