RIA Intel›Advisers›Pennsylvania›RAYMOND P. BRADLEY, CHFC

RAYMOND P. BRADLEY, CHFC

Advisory

STEVENS, PA

Data as of Aug 14, 2026 · Source: SEC Form ADV

Rank in PA

#940

of 1,528 advisers by AUM

Average account

$215K

across 348 accounts

AUM per adviser

$75M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 14, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$75M

Discretionary AUM$71M

Non-Discretionary AUM$4M

Discretionary %94.5%

Total Clients300

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

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

300 clients

18 high-net-worth

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

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