RIA Intel›Advisers›Pennsylvania›BIONDO INVESTMENT ADVISORS LLC

BIONDO INVESTMENT ADVISORS LLC

Advisory

N·MILFORD, PA

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

Total AUM

$1.3B

1-Year AUM Growth

+24.8%

3-Year CAGR

+8.4%

Employees

12

Assets Under Management

Total AUM$1.3B

Discretionary AUM$1.2B

Non-Discretionary AUM$100M

Discretionary %92.3%

Total Clients1,057

Team

Total Employees12

Investment Advisers17

Employee Growth (1Y)—

Filing History

Total Filings on Record61

First FilingFeb 2, 2004

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 61 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BIONDO INVESTMENT ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.