Jfs Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hermitage, PA. Its latest Form ADV filing, dated March 31, 2026, reports $4.7B in regulatory assets under management, 89 employees, 9 offices, and 6,981 accounts.
Assets Under Management
$4.7B
Employees
89
Offices
9 offices
Total Clients
2,340
Primary office
HERMITAGE, PA
1479 N. HERMITAGE RD., HERMITAGE, PA, United States
Top client segmentIndividuals represent 57.2% of total clients.
Top client categories% of clientsClients
1
Individuals
57.2%
1,339
2
HNWI
37.5%
877
3
Pension Plans
2.8%
66
4
Charitable
1.5%
36
5
Corporations
0.7%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.7Bas of March 31, 2026
Discretionary89.0%
$4.2B
89% of total RAUM89.0%
Non-discretionary11.0%
$521M
11% of total RAUM11.0%
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$4.7B
Total Accounts6,981
10Y AUM Change+$2.9B (+158.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees89
Clients per Employee26:1
10Y Employee Change+37 (+71.2%)
* 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.