NewRiaPulse: records in Maryland
12 newRiaPulse: records in Maryland are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-12-08 to 2026-08-28; the most frequent is Williams Asset Management with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
12 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-12-08 to 2026-08-28. Most frequent: Williams Asset Management (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- Williams Asset Management (1)
- Snyder Asset Management, LLC (1)
- Broad Reach Retail Partners LLC (1)
- Psg Credit Gp, LLC (1)
- Expect Equity LLC (1)
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What are the top newRiaPulse: records in Maryland right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Williams Asset Management | $661,067,873 | 1608 | Columbia |
| Snyder Asset Management, LLC | $112,300,000 | 263 | Hunt Valley |
| Broad Reach Retail Partners LLC | $309,000,000 | 29 | Millersville |
| Psg Credit Gp, LLC | $190,938,742 | 7 | Columbia |
| Expect Equity LLC | $167,197,447 | 6 | Pikesville |
| Oxford Planning Group, LLC | $112,914,960 | 98 | Woodstock |
| Sera Capital Management, LLC | $114,258,975 | 106 | Annapolis |
| Cwm Advisory, LLC | $100,973,620 | 559 | Ocean Pines |
| Mre Management, LLC | $457,990,215 | 7 | Annapolis |
| Capital Financial Planners LLC | Chevy Chase | ||
| A. J. Perry & Co. | $108,760,000 | 97 | Towson |
| Proshare Investment Management LLC | Bethesda |
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Frequently asked questions
How many newRiaPulse: records in Maryland are listed?
12 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-08-28.
Can I get alerts for Maryland?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records