Broad Reach Retail Partners LLC: new SEC registration, $309M AUM, Millersville, MD
Broad Reach Retail Partners LLC (Millersville, Maryland): new SEC registration, $309M AUM, Millersville, MD. Its amount of 309 is above the median of 134 (80th percentile). Dated 72 days ago, it serves as a historical benchmark. Score 45/100. 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: 309 · 80th percentile of 1,149 NewRiaPulse records · 2.3x the median
Free preview: all 11 published fields of this record are shown below. Locked: 11 related MD NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Broad Reach Retail Partners LLC |
| Legal name | Broad Reach Retail Partners LLC |
| CRD | 340702 |
| Status | Approved |
| Registered with the SEC | 2026-08-24 |
| Latest Form ADV filing | 2026-07-24 |
| Location | Millersville, MD, United States |
| Regulatory AUM | $309,000,000 |
| Accounts | 29 |
| Employees | 18 |
| Website | https://www.broadreachretail.com |
| amount percentile | 80th of 1,149 (median 134, 2.3x median) |
| Peer records CSV (12 MD records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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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: 2026-08-24
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Broad Reach Retail Partners LLC and 12 Maryland peers
- Maryland NewRiaPulse records like this one: 12
- Broad Reach Retail Partners LLC's amount: 80th 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)
45 / 100 Score
- $309M under management.
- Website on file.
What is the NewRiaPulse record for Broad Reach Retail Partners LLC in Millersville, Maryland?
Broad Reach Retail Partners LLC received SEC registration as an investment adviser (2026-08-24) with $309,000,000 in regulatory assets under management, based in Millersville, MD.
How does Broad Reach Retail Partners LLC compare to other Maryland NewRiaPulse records?
Its amount of 309 sits in the upper half (80th percentile) of 1,149 records; the median is 134. It is 72 days old; check the official source for later updates before acting.
Broad Reach Retail Partners LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Broad Reach Retail Partners LLC | Millersville, MD | 309 | 80th | 2026-08-24 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Maryland NewRiaPulse: Approved
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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.