RIA Intel›Advisers›Pennsylvania›ROWAN FINANCIAL LLC

ROWAN FINANCIAL LLC

Advisory

PA

Data as of Jun 26, 2026 · Source: SEC Form ADV

Rank in PA

#1,194

of 1,528 advisers by AUM

Average account

$233K

across 112 accounts

AUM per adviser

$26M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 26, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$26M

Discretionary AUM$24M

Non-Discretionary AUM$2M

Discretionary %92.1%

Total Clients44

Team

Total Employees1

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

44 clients

6 high-net-worth

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

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