Gardner Russo & Quinn LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lancaster, PA. Its latest Form ADV filing, dated March 31, 2026, reports $9.4B in regulatory assets under management, 47 employees, and 1,346 accounts.
Assets Under Management
$9.4B
Employees
47
Offices
--
Total Clients
1,346
Primary office
LANCASTER, PA
223 EAST CHESTNUT STREET, LANCASTER, PA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.2% of total clients.
Top client categories% of clientsClients
1
HNWI
75.2%
1,012
2
Individuals
9.7%
131
3
FAMILY FUNDS OTHER THAN PRIVATE FUNDS
7.6%
102
4
Charitable
5.3%
72
5
Pension Plans
1.0%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.4Bas of March 31, 2026
Discretionary100.0%
$9.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$9.4B
Total Accounts1,346
10Y AUM Change$-2.7B (-22.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees47
Clients per Employee29:1
10Y Employee Change+3 (+6.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.