RIA Intel›Advisers›Pennsylvania›RADNOR FINANCIAL ADVISORS, LLC

RADNOR FINANCIAL ADVISORS, LLC

Advisory

N·WAYNE, PA

Data as of Mar 1, 2023 · Source: SEC Form ADV

Total AUM

$2.8B

1-Year AUM Growth

0.0%

3-Year CAGR

+14.4%

Employees

11

Assets Under Management

Total AUM$2.8B

Discretionary AUM$2.8B

Non-Discretionary AUM$25M

Discretionary %99.1%

Total Clients—

Team

Total Employees11

Investment Advisers23

Employee Growth (1Y)—

Filing History

Total Filings on Record24

First FilingFeb 17, 2016

Latest FilingMar 1, 2023

🔒 Full AUM trend chart and 24 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on RADNOR FINANCIAL ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.