RIA IntelAdvisersPennsylvaniaADAIR FINANCIAL PRIVATE CLIENT GROUP LLC

ADAIR FINANCIAL PRIVATE CLIENT GROUP LLC

Advisory

PA

Data as of Feb 27, 2026 · Source: SEC Form ADV

Rank in PA
#921
of 1,528 advisers by AUM
Average account
$1M
across 75 accounts
AUM per adviser
$79M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM
$79M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$79M
Discretionary AUM$79M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients57
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, GA, NY, OH, PA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

REDSTONE INVESTMENT MANAGEMENT LP
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$79M
-90.6% 1Y
LAWRENCE WEALTH MANAGEMENT, LLC
$79M
-5.9% 1Y
SEL CAPITAL MANAGEMENT, LLC
BERWYN, PA
$79M
+0.4% 1Y
ARNOLD INVESTMENT GROUP, LLC
$78M
WATERLOO INTERNATIONAL ADVISORS LLC
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$80M
COPPER BEECH ADVISORS, LLC
MALVERN, PA
$78M

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