RIA Intel›Advisers›Pennsylvania›RAZZANO CONSULTING, LLC

RAZZANO CONSULTING, LLC

Advisory

PA

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in PA

#1,465

of 1,528 advisers by AUM

Average account

$69K

across 29 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$2M

Discretionary AUM$0

Non-Discretionary AUM$2M

Discretionary %0%

Total Clients29

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, PA

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

29 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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AQUA TERRA ASSET MANAGEMENT LLC

WEST CONSHOHOCKEN, PA

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SOLID OAK PLANNING CO

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