RIA Intel›Advisers›Pennsylvania›SPRINGDALE ADVISORS LLC

SPRINGDALE ADVISORS LLC

Advisory

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in PA

#1,304

of 1,528 advisers by AUM

Average account

$534K

across 26 accounts

AUM per adviser

$14M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM

$14M

Discretionary %

100%

Clients

12

Employees

1

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$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees1

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

12 clients

12 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.

OVERTURE WEALTH MANAGEMENT LLC

$14M

TORY HILL, LLC

BERWYN, PA

$14M

ORACLE FINANCIAL GROUP, INC.

$14M

HANNA FINANCIAL AND TAX SERVICES

$14M

ETCH FINANCIAL LLC

PITTSBURGH, PA

$14M

EVENKIEHL, LLC

$13M

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