Biondo Investment Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Milford, PA. Its latest Form ADV filing, dated March 27, 2026, reports $1.3B in regulatory assets under management, 17 employees, 2 offices, and 2,493 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.0% of total clients.
Top client categories% of clientsClients
1
Individuals
74.0%
842
2
HNWI
23.4%
266
3
Corporations
1.4%
16
4
Charitable
0.7%
8
5
Pension Plans
0.4%
5
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 27, 2026
Discretionary92.3%
$1.2B
92% of total RAUM92.3%
Non-discretionary7.7%
$100M
8% of total RAUM7.7%
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$1.3B
Total Accounts2,493
10Y AUM Change+$902M (+231.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee67:1
10Y Employee Change+3 (+21.4%)
* 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.