RIA Intel›Advisers›Pennsylvania›SHETLAND FINANCIAL, PLLC

SHETLAND FINANCIAL, PLLC

Advisory

CENTER VALLEY, PA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in PA

#1,438

of 1,528 advisers by AUM

Average account

$517K

across 6 accounts

AUM per adviser

$3M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$3M

Discretionary %

0%

Clients

6

Employees

2

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$3M

Discretionary AUM$0

Non-Discretionary AUM$3M

Discretionary %0%

Total Clients6

Team

Total Employees2

Investment Advisers1

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

6 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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RICHARDS FINANCIAL LLC

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CARTERA INVESTMENTS LLC

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CMG ADVISORS, INC.

RADNOR, PA

$3M

-14.6% 1Y

BILL MESSNER CONTRARIAN INVESTMENT ADVISORY, LLC

$3M

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