RIA Intel›Advisers›Pennsylvania›STONE SECURITIES INC.

STONE SECURITIES INC.

Advisory

CLARKS GREEN, PA

Data as of Jul 9, 2026 · Source: SEC Form ADV

Rank in PA

#951

of 1,528 advisers by AUM

Average account

$704K

across 103 accounts

AUM per adviser

$18M

4 advisers

Source: SEC Form ADV. Figures as filed Jul 9, 2026.

Total AUM

$73M

Discretionary %

94.2%

Clients

103

Employees

4

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$73M

Discretionary AUM$68M

Non-Discretionary AUM$4M

Discretionary %94.2%

Total Clients103

Team

Total Employees4

Investment Advisers4

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InPA

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

103 clients

10 high-net-worth

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

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