Data / Investment advisers / Pennsylvania / Adare Asset Management, LLC
Adare Asset Management, LLC, Lancaster, PA: $159 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Adare Asset Management, LLC is an SEC registered investment adviser with its main office in Lancaster, Pennsylvania and reports $159 million in regulatory assets under management in its Form ADV filed February 26, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 152471
- SEC file number
- 801-124714
- SEC status
- Approved, effective April 22, 2022
- Main office
- 1853 William Penn Way Suite 14, Lancaster, PA 17601
- Phone
- (717) 435-9386
- Regulatory AUM
- $159,301,674 in the Form ADV filed February 26, 2026
- Discretionary AUM
- $151,263,255
- Non discretionary AUM
- $8,038,419
- Accounts
- 223
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 63 | $144.6 million |
| Corporations or other businesses | 6 | $6.3 million |
| Individuals (other than high net worth individuals) | 11 | $4.5 million |
| Insurance companies | 1 | $3.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $159.3 million | February 26, 2026 |
| December 1, 2025 | $150.1 million | March 14, 2025 |
Other advisers in Lancaster
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Atwater Malick | Lancaster | $687.4 million | Not listed | adviserinfo.sec.gov |
| Vantus Wealth | Lancaster | $439.8 million | Not listed | adviserinfo.sec.gov |
| Odyssey Group Wealth Advisors | Lancaster | $420.9 million | Not listed | adviserinfo.sec.gov |
| Psi Capital Management | Lancaster | $384.8 million | Not listed | adviserinfo.sec.gov |
| Sequinox Wealth Management, LLC | Lancaster | $160 million | Not listed | adviserinfo.sec.gov |
| Hershey Financial Advisers, LLC | Lancaster | $151.7 million | Not listed | adviserinfo.sec.gov |
| Omicron Advisors, LLC | Lancaster | $151.2 million | Not listed | adviserinfo.sec.gov |
| Chestnut Street Investment Counsel, LLC | Lancaster | $119.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Lancaster, PA
- Investment advisers in Pennsylvania
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Adare Asset Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.