RIA Intel›Advisers›Pennsylvania›GEORGE TOTH, CFP

GEORGE TOTH, CFP

Advisory

GLENSIDE, PA

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

Rank in PA

#1,273

of 1,528 advisers by AUM

Average account

$1M

across 16 accounts

AUM per adviser

$17M

1 adviser

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

Total AUM

$17M

Discretionary %

0%

Clients

12

Employees

3

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$17M

Discretionary AUM$0

Non-Discretionary AUM$17M

Discretionary %0%

Total Clients12

Team

Total Employees3

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

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

12 clients

5 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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-59.7% 1Y

MOUNTAIN RIVER FINANCIAL, LLC

$18M

REVISIONIST WEALTH ADVISORS, LLC

DOWNINGTOWN, PA

$17M

SAUBEL FINANCIAL GROUP LLC

$18M

PRECIDIAN FUNDS LLC

NEWTOWN, PA

$17M

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