RIA Intel›Advisers›Pennsylvania›CJ PERRY FINANCIAL, LLC

CJ PERRY FINANCIAL, LLC

Advisory

PA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in PA
#1,454
of 1,528 advisers by AUM
Average account
$172K
across 15 accounts
AUM per adviser
$3M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$3M
Discretionary %
100%
Clients
10
Employees
1

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$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
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.

QL ANALYTICS
W. CONSHOHOCKEN, PA
$3M
0.0% 1Y
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$3M
CONROY CAPITAL LLC
$3M
GREYSTONE CAPITAL MANAGEMENT LLC
$3M
BLUE DEVIL ADVISORS LLC
PITTSBURGH, PA
$3M
NIRO NIVESTO LLC
$3M

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