RIA Intel›Advisers›Pennsylvania›ELLIKER FINANCIAL, LLC

ELLIKER FINANCIAL, LLC

Advisory

MORGANTOWN, PA

Data as of Aug 26, 2026 · Source: SEC Form ADV

Rank in PA

#1,163

of 1,528 advisers by AUM

Average account

$254K

across 120 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients43

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

43 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in PA

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

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PHRONIMOS CAPITAL, LLC

$31M

HARMONY ROAD ADVISORS LLC

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WHARTON ASSET MANAGEMENT, INC.

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$31M

0.0% 1Y

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