Willow Grove Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Berkeley, CA. Its latest Form ADV filing, dated March 13, 2026, reports $370M in regulatory assets under management, 7 employees, and 782 accounts.
Assets Under Management
$370M
Employees
7
Offices
--
Total Clients
194
Primary office
BERKELEY, CA
1919 ADDISON ST, SUITE 101, BERKELEY, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.5% of total clients.
Top client categories% of clientsClients
1
Individuals
51.5%
100
2
HNWI
48.5%
94
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$370Mas of March 13, 2026
Discretionary93.3%
$345M
93% of total RAUM93.3%
Non-discretionary6.7%
$25M
7% of total RAUM6.7%
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.
Total AUM$370M
Total Accounts782
10Y AUM Change+$258M (+229.9%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee28:1
10Y Employee Change+5 (+250.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2019. Charts show the most recent available filing segment under this CRD.
* 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.