RIA Intel›Advisers›Pennsylvania›GURNIAK FINANCIAL ADVISORS, INC.

GURNIAK FINANCIAL ADVISORS, INC.

Advisory

ALLENTOWN, PA

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in PA

#962

of 1,528 advisers by AUM

Average account

$408K

across 168 accounts

AUM per adviser

$69M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$69M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$69M

Discretionary AUM$0

Non-Discretionary AUM$69M

Discretionary %0%

Total Clients70

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

70 clients

18 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.

ROLAND FINANCIAL WEALTH MANAGEMENT LLC

$69M

GOODSTEIN & ASSOCIATES, LLC

FORT WASHINGTON, PA

$68M

WEXFORD WEALTH ADVISORS LLC

$69M

SAPIENT INVESTMENTS LLC

$69M

LANCASTER COUNTY FINANCIAL GROUP, LLC

$69M

INNOVATOR MANAGEMENT LLC

PHILADELPHIA, PA

$68M

Get the full picture on GURNIAK FINANCIAL ADVISORS, INC.

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

Create a free account →See plans