Wealth manager, independent · Lancaster, PA
Adare Asset Management, LLC
SEC-registered investment adviser · CRD 152471 · SEC 801-124714
At a glance
Adare Asset Management, LLC is an SEC-registered investment adviser based in Lancaster, Pennsylvania, with $159 million in regulatory assets under management as of its Form ADV filed February 26, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 74 individual clients. By Form ADV it is a wealth manager, ranked 6,648th of 8,915 wealth managers and 13,384th of 17,210 SEC-registered advisers by assets.
Main office 717-435-9386As filed on Form ADV
- Regulatory AUM
- $159M
- Rank among wealth managers
- #6,648 of 8,915
- Rank among all SEC RIAs
- #13,384 of 17,210
- Rank in Pennsylvania
- #475 of 564
- Individual clients
- 74
- High-net-worth clients
- 63
- Accounts
- 223
- Discretionary
- 95% of AUM
- Employees
- 1
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- Timothy N. DeeryMember & Chief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 63 | $145M | 91% |
| Corporations or other businesses | 6 | $6M | 4% |
| Individuals | 11 | $4M | 3% |
| Insurance companies | 1 | $4M | 2% |
Disciplinary disclosures
Adare Asset Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Adare Asset Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 5,518 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Adare Asset Management, LLC manage?
Adare Asset Management, LLC reports $159 million in regulatory assets under management across 223 accounts, 95% of it on a discretionary basis, on its Form ADV filed February 26, 2026.
What kind of firm is Adare Asset Management, LLC?
Adare Asset Management, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Adare Asset Management, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($145 million, 63 clients); corporations or other businesses ($6 million, 6 clients); individuals ($4 million, 11 clients).
Does Adare Asset Management, LLC have any disciplinary history?
Adare Asset Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Adare Asset Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →