AdvisorCensus / Financial advisors / Maryland / Baltimore, MD / New firms

New investment advisory firms in Baltimore, MD

10 investment advisory firms in Baltimore, MD first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Baltimore, MD · Atom feed · How this list is built

September 2026 (3)

Firm	Location	Registration
Broad Reach Retail Partners LLC	Millersville, MD	SEC-registered investment adviser
Conscious Venture Partners, LLC	Baltimore, MD	Exempt reporting adviser
Snyder Asset Management, LLC	Hunt Valley, MD	SEC-registered investment adviser

August 2026 (1)

Firm	Location	Registration
Oxford Planning Group, LLC	Woodstock, MD	SEC-registered investment adviser

July 2026 (1)

Firm	Location	Registration
Northbrook Financial	Baltimore, MD	SEC-registered investment adviser

May 2026 (1)

Firm	Location	Registration
Sera Capital Management, LLC	Annapolis, MD	SEC-registered investment adviser

February 2026 (2)

Firm	Location	Registration
A. J. Perry & Co.	Towson, MD	SEC-registered investment adviser
Williams Asset Management	Columbia, MD	SEC-registered investment adviser

January 2026 (1)

Firm	Location	Registration
MRE Management, LLC	Annapolis, MD	SEC-registered investment adviser

December 2025 (1)

Firm	Location	Registration
Meta Wealth Advisory	Timonium, MD	SEC-registered investment adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

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AdvisorCensus. New investment advisory firms in Baltimore, MD. https://advisorcensus.com/advisors/md/baltimore/new-firms
https://advisorcensus.com/advisors/md/baltimore/new-firms