RIA Intel›Advisers›Pennsylvania›GRACE FINANCIAL ADVISORS LLC

GRACE FINANCIAL ADVISORS LLC

Advisory

PA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in PA

#1,143

of 1,528 advisers by AUM

Average account

$221K

across 148 accounts

AUM per adviser

$33M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$33M

Discretionary AUM$24M

Non-Discretionary AUM$9M

Discretionary %73.7%

Total Clients67

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.

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

67 clients

8 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in PA

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

$33M

MODERN WEALTH LLC

$33M

CSA FINANCIAL MANAGEMENT, INC.

$33M

VENN WEALTH & BENEFIT SERVICES, LLC

$32M

DORSET FINANCIAL SERVICES CORPORATION

$33M

ACADEMY ASSET MANAGEMENT LLC

PHILADELPHIA, PA

$32M

Get the full picture on GRACE FINANCIAL ADVISORS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GRACE FINANCIAL ADVISORS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans