Braun-Bostich & Associates Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Canonsburg, PA. Its latest Form ADV filing, dated April 7, 2026, reports $250M in regulatory assets under management, 7 employees, and 972 accounts.
Assets Under Management
$250M
Employees
7
Offices
--
Total Clients
269
Primary office
CANONSBURG, PA
1600 ASHWOOD DRIVE, STE 1601, CANONSBURG, PA, United States
Top client segmentIndividuals represent 66.5% of total clients.
Top client categories% of clientsClients
1
Individuals
66.5%
179
2
HNWI
33.5%
90
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$250Mas of April 7, 2026
Discretionary98.0%
$245M
98% of total RAUM98.0%
Non-discretionary2.0%
$5M
2% of total RAUM2.0%
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.
Total AUM$250M
Total Accounts972
10Y AUM Change+$250M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee38:1
10Y Employee Change-2 (-22.2%)
* 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.