RIA Intel›Advisers›Pennsylvania›EXPERT FINANCIAL SERVICES, LLC

EXPERT FINANCIAL SERVICES, LLC

Advisory

WEXFORD, PA

Data as of Apr 29, 2026 · Source: SEC Form ADV

Rank in PA

#850

of 1,528 advisers by AUM

Average account

$769K

across 138 accounts

AUM per adviser

$106M

1 adviser

Source: SEC Form ADV. Figures as filed Apr 29, 2026.

Total AUM

$106M

Discretionary %

0%

Clients

73

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$106M

Discretionary AUM$0

Non-Discretionary AUM$106M

Discretionary %0%

Total Clients73

Team

Total Employees1

Investment Advisers1

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

73 clients

51 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.

MILINOVICH & CO., INC

WAYNESBURG, PA

$106M

HARLEYSVILLE ASSET MANAGEMENT LP

HARLEYSVILLE, PA

$107M

-18.7% 1Y

ATTALUS CAPITAL, L.P.

PHILADELPHIA, PA

$105M

-29.1% 1Y

TMFS-PITTSBURGH I, LLC

CRANBERRY TOWNSHIP, PA

$105M

-0.1% 1Y

FINANCIAL PLANNING ADVISORS INC.

WYOMISSING, PA

$105M

PRESWICK CAPITAL MANAGEMENT, LLC

MEDIA, PA

$105M

-1.4% 1Y

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