RIA Intel›Advisers›Pennsylvania›VERTEX FINANCIAL ADVISORS LLC

VERTEX FINANCIAL ADVISORS LLC

Advisory

ELKINS PARK, PA

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in PA

#1,235

of 1,528 advisers by AUM

Average account

$110K

across 203 accounts

AUM per adviser

$22M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$22M

Discretionary AUM$142K

Non-Discretionary AUM$22M

Discretionary %0.6%

Total Clients97

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, PA, TX

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

97 clients

4 high-net-worth

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

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