RIA Intel›Advisers›Pennsylvania›HARLAN FINANCIAL LLC

HARLAN FINANCIAL LLC

Advisory

PA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in PA

#993

of 1,528 advisers by AUM

Average account

$286K

across 219 accounts

AUM per adviser

$63M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$63M

Discretionary AUM$63M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients103

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDC, PA, VA

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

103 clients

19 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.

WEST CONSHOHOCKEN, PA

$63M

RETIRE PITTSBURGH MANAGEMENT LLC

MURRYSVILLE, PA

$63M

BHC TOPCO MANAGEMENT LLC

$63M

HYAMS INVESTMENTS, INC.

$62M

SHOEMAKER III, ROBERT, WILLIAM

$64M

MERION WEALTH PARTNERS, LLC

$64M

Get the full picture on HARLAN FINANCIAL LLC

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

Create a free account →See plans