RIA Intel›Advisers›Pennsylvania›GREEN DRAKE ADVISORS LLC

GREEN DRAKE ADVISORS LLC

Advisory

BRYN MAWR, PA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in PA

#1,368

of 1,528 advisers by AUM

Average account

$290K

across 29 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$421K

Discretionary %95%

Total Clients18

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

18 clients

3 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.

TARGETED FINANCIAL PLANNING LLC

$8M

60 WEST ADVISORS, LLC

BETHLEHEM, PA

$8M

+5.5% 1Y

STRUCTURED PORTFOLIO SOLUTIONS, LLC

$8M

EDWARD L. OSTROM, JR.

$9M

HARVEST FINANCIAL PLANNING ASSOCIATES, LLC

$8M

LOCUS WEALTH MANAGEMENT LLC

$9M

Get the full picture on GREEN DRAKE ADVISORS LLC

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

Create a free account →See plans