MECHANICSBURG, PACRD 144958Latest ADV March 18, 2026
Guardian Asset Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mechanicsburg, PA. Its latest Form ADV filing, dated March 18, 2026, reports $278M in regulatory assets under management, 8 employees, 4 offices, and 1,309 accounts.
Assets Under Management
$278M
Employees
8
Offices
4 offices
Total Clients
1,201
Primary office
MECHANICSBURG, PA
5000 RITTER RD, SUITE 202, MECHANICSBURG, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.5% of total clients.
Top client categories% of clientsClients
1
Individuals
91.5%
1,099
2
HNWI
8.1%
97
3
Charitable
0.3%
4
4
Corporations
0.1%
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$278Mas of March 18, 2026
Discretionary97.5%
$271M
98% of total RAUM97.5%
Non-discretionary2.5%
$7M
2% of total RAUM2.5%
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$278M
Total Accounts1,309
10Y AUM Change+$168M (+152.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee150:1
10Y Employee Change+1 (+14.3%)
* 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.