RIA Intel›Advisers›Pennsylvania›APPEL, GEORGE JOHN

APPEL, GEORGE JOHN

Advisory

PA

Data as of Jan 2, 2026 · Source: SEC Form ADV

Rank in PA
#1,084
of 1,528 advisers by AUM
Average account
$445K
across 92 accounts
AUM per adviser
$41M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 2, 2026.

Total AUM
$41M
Discretionary %
0%
Clients
50
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$41M
Discretionary AUM$0
Non-Discretionary AUM$41M
Discretionary %0%
Total Clients50
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
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.

COOL CREEK FINANCIAL, LLC
$41M
ASPIRE FINANCIAL, INC.
EBENSBURG, PA
$41M
MDL ADVISERS, INC.
PITTSBURGH, PA
$41M
-2.5% 1Y
INFINITY INVESTMENT ADVISORS INC
HERSHEY, PA
$40M
+5.2% 1Y
KEVIN HART KORNFIELD & COMPANY, INC.
LANCASTER, PA
$40M
+9.3% 1Y
CARNE CAPITAL, LLC
RADNOR, PA
$42M
-23.0% 1Y

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