RIA Intel›Advisers›Pennsylvania›FIDENT FINANCIAL, LLC

FIDENT FINANCIAL, LLC

Advisory

PA

Data as of Jun 11, 2026 · Source: SEC Form ADV

Rank in PA

#1,021

of 1,528 advisers by AUM

Average account

$192K

across 288 accounts

AUM per adviser

$55M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 11, 2026.

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$55M

Discretionary AUM$55M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients86

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

86 clients

17 high-net-worth

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

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