RIA Intel›Advisers›Pennsylvania›KEYSTONE INVESTMENT ADVISORS, LLC

KEYSTONE INVESTMENT ADVISORS, LLC

Advisory

WEXFORD, PA

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

Rank in PA

#972

of 1,528 advisers by AUM

Average account

$496K

across 134 accounts

AUM per adviser

$33M

2 advisers

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

Total AUM

$66M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$66M

Discretionary AUM$66M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients54

Team

Total Employees2

Investment Advisers2

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.

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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

54 clients

21 high-net-worth

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

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