RIA Intel›Advisers›Pennsylvania›ROWLEY & ASSOCIATES, INC.

ROWLEY & ASSOCIATES, INC.

Advisory

LANCASTER, PA

Data as of Feb 20, 2026 · Source: SEC Form ADV

Rank in PA

#877

of 1,528 advisers by AUM

Average account

$206K

across 475 accounts

AUM per adviser

$49M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM

$98M

Discretionary %

100%

Clients

166

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$98M

Discretionary AUM$98M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients166

Team

Total Employees3

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

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

166 clients

30 high-net-worth

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

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