Emerald Investment Advisers, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Leola, PA. Its latest Form ADV filing, dated January 30, 2026, reports $2.3B in regulatory assets under management, 12 employees, 1 office, and 189 accounts.
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 37.3% of total clients.
Top client categories% of clientsClients
1
HNWI
37.3%
69
2
Charitable
17.3%
32
3
Pension Plans
13.5%
25
4
Individuals
12.4%
23
5
WRAP PLATFORMS
9.2%
17
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of January 30, 2026
Discretionary100.0%
$2.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.3B
Total Accounts189
10Y AUM Change+$2.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee15:1
10Y Employee Change+8 (+200.0%)
* 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.