RIA Intel›Advisers›Pennsylvania›STOUT WEALTH ADVISORY GROUP, LLC

STOUT WEALTH ADVISORY GROUP, LLC

Advisory

MECHANICSBURG, PA

Data as of Apr 27, 2026 · Source: SEC Form ADV

Rank in PA
#1,103
of 1,528 advisers by AUM
Average account
$140K
across 272 accounts
AUM per adviser
$13M
3 advisers

Source: SEC Form ADV. Figures as filed Apr 27, 2026.

Total AUM
$38M
Discretionary %
100%
Clients
129
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$38M
Discretionary AUM$38M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients129
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates In7 states
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

CPA INVESTMENT SOLUTIONS, LLC
YARDLEY, PA
$38M
+3.3% 1Y
CBT INVESTMENT MANAGEMENT, INC.
PHILADELPHIA, PA
$38M
+46.1% 1Y
STAAR FINANCIAL ADVISORS INC
PITTSBURGH, PA
$38M
-6.7% 1Y
NAV WEALTH PARTNERS
SEWICKLEY, PA
$38M
I.M.S. WEALTH MANAGEMENT, LLC
ERIE, PA
$38M
QUAKER FINANCIAL ADVISORS INC
VALLEY FORGE, PA
$38M

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