# PRIORITY FINANCIAL ADVISORS, LLC

PRIORITY FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 143405
- Type: SEC-registered investment adviser
- Phone: 301-668-6499
- Latest filing: 2026-01-09
- Regulatory AUM: $7.0M
- Discretionary AUM: $5.2M
- Non-discretionary AUM: $1.8M
- Accounts: 153

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143405/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143405/similar
- Related entities: https://search.stillhousedata.com/firm/143405/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143405

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.