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NESHAMINY CREEK FINANCIAL ADVISORY CORP.

Advisory

PA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in PA

#1,241

of 1,528 advisers by AUM

Average account

$133K

across 165 accounts

AUM per adviser

$22M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$22M

Discretionary AUM$21M

Non-Discretionary AUM$931K

Discretionary %95.7%

Total Clients109

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

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.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

109 clients

4 high-net-worth

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

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