Overview
Assets Under Management: $2.3 billion
Headquarters: LEOLA, PA
High-Net-Worth Clients: 69
Average Client Assets: $2 million
Frequently Asked Questions
EMERALD INVESTMENT ADVISERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #338769), EMERALD INVESTMENT ADVISERS, LLC is subject to fiduciary duty under federal law.
EMERALD INVESTMENT ADVISERS, LLC is headquartered in LEOLA, PA.
EMERALD INVESTMENT ADVISERS, LLC serves 69 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, EMERALD INVESTMENT ADVISERS, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
EMERALD INVESTMENT ADVISERS, LLC manages $2.3 billion in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, EMERALD INVESTMENT ADVISERS, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.67
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 189
Discretionary Accounts: 189
Regulatory Filings
CRD Number: 338769
Filing ID: 2029248
Last Filing Date: 2026-01-30 14:04:16