New Advisers Weekly

Newly registered investment advisers in Maryland

3 adviser firms in Maryland had a first registration approved in the last 30 days, 12 in the last 90 and 44 in the last 12 months. Data date 2026-11-13. National list, last 90 days.

Approved in the last 30 days

DAC FINANCIAL ADVISORS, INC.

MD · city not in the state feed · approved 2026-10-26

State-registered

CPA TEACHES LLC

Towson · approved 2026-10-16

State-registered

OPG ASSET MANAGEMENT

Bethesda · approved 2026-10-16

State-registered

The paid lists

The 3 above are the last 30 days in Maryland, without phone numbers or websites. 960 firms were approved nationwide in the last 90 days. Which of them are in the segment you sell to, and who reaches them in their first 60 days?

USD 29, one time: every adviser firm whose first registration was approved in the last 90 days, nationwide, all three segments, as one CSV: CRD number, firm name, city and state (where filed), segment, business phone, website, employees, regulatory assets under management, approval date and the public record link. Emailed within 1 business day.

Get the 90-day CSV — USD 29 Weekly email — USD 19/month (state-registered) or 29 (all segments)

The weekly email lists the firms approved in the previous week, every Monday, until you cancel on Gumroad. Full refund if we cannot produce your list. See a real sample.

Earlier in the last 12 months (41)

FirmCitySegmentApproved
CURRAN & COMPANY WEALTH ADVISORYBel AirState-registered2026-10-09
W1 WEALTH LLC—State-registered2026-10-06
OWN YOUR MONDAY WEALTH MANAGEMENT, LLC—State-registered2026-10-01
DALY CAPITAL MANAGEMENT—State-registered2026-09-22
AGIOS CAPITAL LLC—State-registered2026-09-11
REGES WEALTH MANAGEMENT LLC—State-registered2026-09-01
SNYDER ASSET MANAGEMENT, LLCHunt ValleySEC-registered2026-08-28
H. ELLIOT ASSOCIATESRockvilleState-registered2026-08-27
BROAD REACH RETAIL PARTNERS LLCMillersvilleSEC-registered2026-08-24
CONSCIOUS VENTURE PARTNERS, LLCBaltimoreExempt reporting2026-08-12
PSG CREDIT GP, LLCColumbiaSEC-registered2026-08-11
EXPECT EQUITY LLCPikesvilleSEC-registered2026-08-05
GREENMOUNT CAPITAL PARTNERS, LLCBaltimoreExempt reporting2026-07-29
RED ABBEY CAPITAL PARTNERS, LLCLuthervilleExempt reporting2026-07-24
BROOKLYN TECH CAPITAL LLC—Exempt reporting2026-07-21
CLEAR ADVISORS—State-registered2026-07-14
OXFORD PLANNING GROUP, LLCWoodstockSEC-registered2026-07-10
NORTHBROOK FINANCIALBaltimoreSEC-registered2026-06-26
CRITERION AFRICA PARTNERSBethesdaExempt reporting2026-06-16
HISAAB CAPITAL, LLC—State-registered2026-06-02
TENDER WEALTH—State-registered2026-06-02
BROODX GP, LLC—Exempt reporting2026-05-14
SERA CAPITAL MANAGEMENT, LLCAnnapolisSEC-registered2026-04-23
B'MORE GENERAL PARTNER I, LLC—Exempt reporting2026-04-16
BECKETT CLARK PRIVATE WEALTH, LLCBethesdaState-registered2026-04-07
ADENRY WEALTH LLC—State-registered2026-03-25
STAGENEXT, LLC—Exempt reporting2026-03-14
BLACKBEARD CAPITAL MANAGEMENT, LLC—Exempt reporting2026-03-06
CWM ADVISORY, LLCOcean PinesSEC-registered2026-03-06
FOXGROVER INVESTMENT PARTNERS—State-registered2026-03-06
AVADIM: FINANCIAL, LIMITED LIABILITY COMPANY—State-registered2026-02-19
JOHN FUNDERBURK, LLC—State-registered2026-02-18
GROFF WEALTH MANAGEMENTSparksState-registered2026-01-22
CORAM PARTNERS, LPBethesdaExempt reporting2026-01-09
A. J. PERRY & CO.TowsonSEC-registered2026-01-08
WILLIAMS ASSET MANAGEMENTColumbiaSEC-registered2026-01-08
BORA CAPITAL, LLC—State-registered2026-01-02
ACACIA GROUP VI LLCFultonExempt reporting2025-12-19
CHC FINANCIAL SOLUTIONS, LLCRockvilleState-registered2025-12-10
MRE MANAGEMENT, LLCAnnapolisSEC-registered2025-12-08
LIGHTCONE VENTURESRockvilleExempt reporting2025-12-04

Reading the list

Facts only: the segment is the registration type the file states; the approval date is the date the regulator approved the firm's first registration in that segment. SEC-registered and exempt reporting firms are placed by main office; state-registered firms by the approving regulator, because the public state file carries no street or city. Look any firm up in the official public record by name.