The Estate Planners Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Yardley, PA. Its latest Form ADV filing, dated March 31, 2026, reports $422M in regulatory assets under management, 5 employees, 2 offices, and 342 accounts.
Assets Under Management
$422M
Employees
5
Offices
2 offices
Total Clients
342
Primary office
YARDLEY, PA
37 S. DELAWARE AVENUE, SUITE 1, YARDLEY, PA, United States
Top client segmentHNWI represent 50.6% of total clients.
Top client categories% of clientsClients
1
HNWI
50.6%
173
2
Individuals
48.8%
167
3
Charitable
0.6%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$422Mas of March 31, 2026
Discretionary99.9%
$422M
100% of total RAUM99.9%
Non-discretionary0.1%
$495K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$422M
Total Accounts342
10Y AUM Change+$317M (+302.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee68:1
10Y Employee Change-1 (-16.7%)
* 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.