A. J. Perry & Co.: new SEC registration, $109M AUM, Towson, MD
A. J. Perry & Co. (Towson, Maryland): new SEC registration, $109M AUM, Towson, MD. Its amount of 109 is below the median of 134 (22nd percentile). Dated 300 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 109 · 22th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 10 published fields of this record are shown below. Locked: 11 related MD NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | A. J. Perry & Co. |
| Legal name | A. J. Perry & Company, INC. |
| CRD | 107041 |
| Status | Approved |
| Registered with the SEC | 2026-01-08 |
| Latest Form ADV filing | 2026-02-18 |
| Location | Towson, MD, United States |
| Regulatory AUM | $108,760,000 |
| Accounts | 97 |
| Employees | 2 |
| amount percentile | 22th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (12 MD records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch A. J. Perry & Co.
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Unlock A. J. Perry & + all 12 MD records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-08
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MD first): Williams Asset Management · Mre Management, LLC · Broad Reach Retail Partners LLC · Psg Credit Gp, LLC · Expect Equity LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: A. J. Perry & Co. and 12 Maryland peers
- Maryland NewRiaPulse records like this one: 12
- A. J. Perry & Co.'s amount: 22nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Maryland peer: $2,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $109M under management.
What is the NewRiaPulse record for A. J. Perry & Co. in Towson, Maryland?
A. J. Perry & Co. received SEC registration as an investment adviser (2026-01-08) with $108,760,000 in regulatory assets under management, based in Towson, MD.
How does A. J. Perry & Co. compare to other Maryland NewRiaPulse records?
Its amount of 109 is below the median (22th percentile); smaller records often move faster and face less competition. It is 300 days old; check the official source for later updates before acting.
A. J. Perry & Co. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| A. J. Perry & Co. | Towson, MD | 109 | 22nd | 2026-01-08 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Maryland NewRiaPulse: Approved
Cross-dataset signals in Maryland
More Maryland public-record feeds
Maryland Licensed Animal Control Facility for Fiscal Year 2018 Pulse in Maryland HIPAA Breach Reports (500+ Individuals) by State & Type in Maryland New NIH Research Awards by Organization in Maryland Maryland Registered Products Pulse in Maryland Nonprofit Revenue, Expenses & Assets from Form 990 in Maryland Excluded Health Care Business Search (OIG LEIE) in Maryland New Executive & Auditor Changes (SEC 8-K) in Maryland FEMA Hazard Mitigation Project Tracker in Maryland
How to monitor A. J. Perry & Co. and peer approved records
Get new NewRiaPulse records like A. J. Perry & Co. by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.