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RENAISSANCE ADVISORY GROUP

Advisory

BRYN MAWR, PA

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

Rank in PA

#956

of 1,528 advisers by AUM

Average account

$1M

across 65 accounts

AUM per adviser

$70M

1 advisers

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

Total AUM

$70M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$70M

Discretionary AUM$70M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients65

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

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

65 clients

10 high-net-worth

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.

HAFER, DAVID GENE

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LANCASTER COUNTY FINANCIAL GROUP, LLC

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SAPIENT INVESTMENTS LLC

$69M

WEXFORD WEALTH ADVISORS LLC

$69M

CAPITAL & SECURITY MANAGEMENT, INC.

WEST CHESTER, PA

$71M

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