WILKES-BARRE, PACRD 159563Latest ADV March 16, 2026
Chancellor Financial Group Wb LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Wilkes-Barre, PA. Its latest Form ADV filing, dated March 16, 2026, reports $249M in regulatory assets under management, 9 employees, 2 offices, and 1,303 accounts.
Assets Under Management
$249M
Employees
9
Offices
2 offices
Total Clients
1,298
Primary office
WILKES-BARRE, PA
60 PUBLIC SQUARE, SUITE 600, WILKES-BARRE, 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 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.5% of total clients.
Top client categories% of clientsClients
1
Individuals
96.5%
1,252
2
HNWI
3.5%
46
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$249Mas of March 16, 2026
Discretionary70.8%
$176M
71% of total RAUM70.8%
Non-discretionary29.2%
$73M
29% of total RAUM29.2%
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$249M
Total Accounts1,303
10Y AUM Change+$143M (+134.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee144:1
10Y Employee Change+2 (+28.6%)
* 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.