RIA Intel›Advisers›Virginia›ROWLEY FINANCIAL LLC

ROWLEY FINANCIAL LLC

Advisory

VA

Data as of Aug 11, 2026 · Source: SEC Form ADV

Rank in VA

#473

of 588 advisers by AUM

Average account

$338K

across 257 accounts

AUM per adviser

$43M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 11, 2026.

Total AUM

$87M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$87M

Discretionary AUM$46M

Non-Discretionary AUM$41M

Discretionary %52.5%

Total Clients69

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CO, MD, NC, TX, VA

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

69 clients

18 high-net-worth

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

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