Firm profile

THE ARANDA GROUP ADVISORS, LLC

JENKINTOWN, PACRD 302100Latest ADV March 4, 2026

The Aranda Group Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jenkintown, PA. Its latest Form ADV filing, dated March 4, 2026, reports $234M in regulatory assets under management, 8 employees, and 432 accounts.

Assets Under Management
$234M
Employees
8
Offices
--
Total Clients
159
Primary office
JENKINTOWN, PA
724 OLD YORK ROAD, JENKINTOWN, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOSteven A. Rosenberg

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 71.7% of total clients.
Top client categories% of clientsClients
1
Individuals
71.7%
114
2
HNWI
26.4%
42
3
Corporations
1.9%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$234Mas of March 4, 2026
Discretionary91.3%
$213M
91% of total RAUM91.3%
Non-discretionary8.7%
$20M
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$234M
Total Accounts432
10Y AUM Change+$234M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee20:1
10Y Employee Change+1 (+14.3%)

* 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.