RIA Intel›Advisers›Pennsylvania›WAYPOINT FINANCIAL, LLC

WAYPOINT FINANCIAL, LLC

Advisory

PA

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in PA
#1,108
of 1,528 advisers by AUM
Average account
$185K
across 201 accounts
AUM per adviser
$19M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$37M
Discretionary %
98.9%
Clients
61
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$37M
Discretionary AUM$37M
Non-Discretionary AUM$408K
Discretionary %98.9%
Total Clients61
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT, NJ, PA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

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

HYATT GARY LEE
WEST CHESTER, PA
$37M
+12.5% 1Y
HACKETT ASSOCIATES, INC.
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$37M
+13.0% 1Y
GM FINANCIAL ADVISORS, INC.
ALLENTOWN, PA
$37M
+18.7% 1Y
K WEALTH ADVISORS LLC
$37M
NAV WEALTH PARTNERS
SEWICKLEY, PA
$38M
LENAPE INVESTMENTS, LLC
$36M

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