RIA Intel›Advisers›Pennsylvania›MOYER CPA GROUP LLC

MOYER CPA GROUP LLC

Advisory

PA

Data as of Feb 17, 2026 · Source: SEC Form ADV

Rank in PA
#936
of 1,528 advisers by AUM
Average account
$232K
across 325 accounts
AUM per adviser
$38M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM
$75M
Discretionary %
100%
Clients
101
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$75M
Discretionary AUM$75M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients101
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC, PA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

BENCHMARK ASSET MANAGERS, LLC
PHILADELPHIA, PA
$75M
-14.5% 1Y
DUKE AND DUKE WEALTH MANAGEMENT LLC
DOYLESTOWN, PA
$76M
DILWORTH JOHN MONTGOMERY
CONNELLSVILLE, PA
$75M
-25.0% 1Y
CENTAURI ADVISORY GROUP, INC.
ZELIENOPLE, PA
$76M
BEACH INVESTMENT MANAGEMENT LLC.
WEST CONSHOHOCKEN, PA
$76M
-12.1% 1Y
GEEWAX + PARTNERS, LLC
WEST GROVE, PA
$75M
+18.4% 1Y

Get the full picture on MOYER CPA GROUP LLC

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

Create a free account →See plans