Randall & Associates Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Butler, PA. Its latest Form ADV filing, dated January 29, 2026, reports $167M in regulatory assets under management, 3 employees, 1 office, and 548 accounts.
Assets Under Management
$167M
Employees
3
Offices
1 office
Total Clients
166
Primary office
BUTLER, PA
122 S WASHINGTON STREET, BUTLER, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.7% of total clients.
Top client categories% of clientsClients
1
Individuals
71.7%
119
2
HNWI
28.3%
47
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$167Mas of January 29, 2026
Discretionary90.5%
$151M
91% of total RAUM90.5%
Non-discretionary9.5%
$16M
9% of total RAUM9.5%
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$167M
Total Accounts548
10Y AUM Change+$167M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee55:1
10Y Employee Change0 (0.0%)
* 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.