Hapanowicz Financial is an SEC registered investment adviser organized as a corporation with a primary office location in Pittsburgh, PA. Its latest Form ADV filing, dated April 30, 2026, reports $622M in regulatory assets under management, 13 employees, and 1,016 accounts.
Assets Under Management
$622M
Employees
13
Offices
--
Total Clients
652
Primary office
PITTSBURGH, PA
FOSTER PLAZA 6, 681 ANDERSEN DRIVE, SUITE 100, PITTSBURGH, PA, United States
Top client segmentIndividuals represent 70.9% of total clients.
Top client categories% of clientsClients
1
Individuals
70.9%
462
2
HNWI
27.3%
178
3
QUALIFIED RETIREMENT PLANS
1.8%
12
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$622Mas of April 30, 2026
Discretionary83.5%
$520M
83% of total RAUM83.5%
Non-discretionary16.5%
$103M
17% of total RAUM16.5%
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.
Total AUM$622M
Total Accounts1,016
10Y AUM Change+$362M (+138.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee50:1
10Y Employee Change+7 (+116.7%)
* 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.