Brendel Financial Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hanover, NH. Its latest Form ADV filing, dated April 29, 2026, reports $260M in regulatory assets under management, 4 employees, and 712 accounts.
Top client segmentIndividuals represent 76.3% of total clients.
Top client categories% of clientsClients
1
Individuals
76.3%
248
2
HNWI
22.5%
73
3
Corporations
1.2%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$260Mas of April 29, 2026
Discretionary91.3%
$238M
91% of total RAUM91.3%
Non-discretionary8.7%
$23M
9% of total RAUM8.7%
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$260M
Total Accounts712
10Y AUM Change+$260M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee81:1
10Y Employee Change-1 (-20.0%)
* 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.