RIA IntelAdvisersPennsylvaniaAI ADVISOR, INC.

AI ADVISOR, INC.

Advisory

PA

Data as of Feb 12, 2026 · Source: SEC Form ADV

Rank in PA
#1,254
of 1,528 advisers by AUM
Average account
$5M
across 4 accounts
AUM per adviser
$20M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM
$20M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$20M
Discretionary AUM$20M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients4
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InPA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

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

TYLER WEALTH COUNSELORS, INC.
EXTON, PA
$20M
0.0% 1Y
MURPHY & ADVISORS, LLC
ARDMORE, PA
$20M
-48.2% 1Y
SHARMA ASSOCIATES, INC.
$20M
LUCHINI FINANCIAL LLC
ALTOONA, PA
$20M
WOOD JONATHAN DAVID
$20M
-52.1% 1Y
LFG ADVISORS, INC.
MALVERN, PA
$20M

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