RIA Intel›Advisers›Pennsylvania›HUTCHISON WHITEHEAD, LLC

HUTCHISON WHITEHEAD, LLC

Advisory

CANONSBURG, PA

Data as of Apr 1, 2026 · Source: SEC Form ADV

Rank in PA

#891

of 1,528 advisers by AUM

Average account

$218K

across 414 accounts

AUM per adviser

$23M

4 advisers

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM

$90M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$90M

Discretionary AUM$80M

Non-Discretionary AUM$11M

Discretionary %88.3%

Total Clients112

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, PA, TX

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

112 clients

35 high-net-worth

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

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