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ACCORDANT ADVISORY GROUP, INC.

ANNAPOLIS, MD · CRD 117474 · IAPD ↗ · planaccordingly.com · 410-348-1499

$278.0MRegulatory AUM
2Advisory reps
3Employees
3Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — ACCORDANT ADVISORY GROUP, INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2026 — ACCORDANT ADVISORY GROUP, INC. reported RAUM up 33% ($208.4M -> $278.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
February 2026 — ACCORDANT ADVISORY GROUP, INC. notice-filed in CA, GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — ACCORDANT ADVISORY GROUP, INC. shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.