Yanni & Associates Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wexford, PA. Its latest Form ADV filing, dated January 27, 2026, reports $173M in regulatory assets under management, 2 employees, and 416 accounts.
Assets Under Management
$173M
Employees
2
Offices
--
Total Clients
109
Primary office
WEXFORD, PA
2000 CORPORATE DRIVE, SUITE 450, WEXFORD, PA, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.0% of total clients.
Top client categories% of clientsClients
1
Individuals
56.0%
61
2
HNWI
42.2%
46
3
Charitable
0.9%
1
4
Corporations
0.9%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$173Mas of January 27, 2026
Discretionary100.0%
$173M
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$173M
Total Accounts416
10Y AUM Change+$54M (+44.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee55:1
10Y Employee Change-1 (-33.3%)
* 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.