Firm profile

EMERALD ADVISERS, LLC

LEOLA, PACRD 107496Latest ADV March 31, 2026

Emerald Advisers, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Leola, PA. Its latest Form ADV filing, dated March 31, 2026, reports $3.3B in regulatory assets under management, 35 employees, 1 office, and 43 accounts.

Assets Under Management
$3.3B
Employees
35
Offices
1 office
Total Clients
32
Primary office
LEOLA, PA
3175 OREGON PIKE, LEOLA, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOKenneth G. Mertz
CCOJames A. Meehan

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentGovernment represent 71.9% of total clients.
Top client categories% of clientsClients
1
Government
71.9%
23
2
Pension Plans
25.0%
8
3
Pooled Investment Vehicles
3.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.3Bas of March 31, 2026
Discretionary100.0%
$3.3B
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$3.3B
Total Accounts43
10Y AUM Change+$784M (+31.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees35
Clients per Employee1:1
10Y Employee Change0 (0.0%)

* 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.