RIA Intel›Advisers›Pennsylvania›PROFESSIONAL FINANCIAL ADVISORS INC

PROFESSIONAL FINANCIAL ADVISORS INC

Advisory

N·RADNOR, PA

Data as of Mar 3, 2026 · Source: SEC Form ADV

Total AUM
$426M
1-Year AUM Growth
+8.9%
3-Year CAGR
+1.7%
Employees
7
Assets Under Management
Total AUM$426M
Discretionary AUM$421M
Non-Discretionary AUM$5M
Discretionary %98.9%
Total Clients253
Team
Total Employees7
Investment Advisers13
Employee Growth (1Y)-28.6%
Filing History
Total Filings on Record61
First FilingFeb 23, 2001
Latest FilingMar 3, 2026
🔒 Full AUM trend chart and 61 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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