RIA Intel›Advisers›Arizona›FERN FINANCIAL GROUP, LLC

FERN FINANCIAL GROUP, LLC

Advisory

AZ

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

Rank in AZ

#341

of 387 advisers by AUM

Average account

$492K

across 128 accounts

AUM per adviser

$21M

3 advisers

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

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$63M

Discretionary AUM$63M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients78

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In7 states

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

78 clients

18 high-net-worth

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

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