RIA Intel›Advisers›Pennsylvania›POPA FINANCIAL SERVICES, INC.

POPA FINANCIAL SERVICES, INC.

Advisory

BETHEL PARK, PA

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

Rank in PA

#1,338

of 1,528 advisers by AUM

Average account

$288K

across 38 accounts

AUM per adviser

$5M

2 advisers

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

Total AUM

$11M

Discretionary %

100%

Clients

38

Employees

2

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$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients38

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

38 clients

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

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Advisers of similar size in PA

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

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BRANDYWINE ASSET MANAGEMENT INC

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$11M

-67.4% 1Y

MAKEFIELD CAPITAL MANAGEMENT, LLC

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$11M

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ARCA ARCHA, LLC

$11M

SELECT FINANCIAL GROUP, LLC

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$11M

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