# The Aranda Group Advisors, LLC

> The Aranda Group Advisors, LLC is an SEC-registered investment advisory firm in Jenkintown, PA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 302100
- Filed as: THE ARANDA GROUP ADVISORS, LLC
- Also doing business as: THE ARANDA GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jenkintown, PA
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/302100
- AdvisorCensus page: https://advisorcensus.com/firm/the-aranda-group-advisors-llc-jenkintown-pa-302100

## Quick answers

**How is The Aranda Group Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), The Aranda Group Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is The Aranda Group Advisors, LLC located?**
The Aranda Group Advisors, LLC's principal office is in Jenkintown, PA, according to its Form ADV.

**Is The Aranda Group Advisors, LLC registered with the SEC or a state?**
The Aranda Group Advisors, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 302100.

**How much does The Aranda Group Advisors, LLC manage?**
The Aranda Group Advisors, LLC reports $233,704,614 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (91% discretionary).

**How have The Aranda Group Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for The Aranda Group Advisors, LLC: Regulatory assets under management: $176,063,231 in the October 2021 data and $233,704,614 in the October 2026 data, up 33%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Aranda Group Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (114); high net worth individuals (42); corporations or other businesses not listed above (3).

**Which custodians does The Aranda Group Advisors, LLC use?**
The Aranda Group Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does The Aranda Group Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/302100

**What changed in The Aranda Group Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Registered or notice-filed in MD.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $233,704,614
- Discretionary: $213,322,219
- Non-discretionary: $20,382,395

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 114 | $26,963,178 |
| High net worth individuals | 42 | $204,858,364 |
| Corporations or other businesses not listed above | 3 | $1,883,072 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MD, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- arandagroup.com
- Facebook @ArandaGroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $176,063,231 | 7 | March 31, 2021 |
| October 2022 | $200,034,149 | 8 | March 11, 2022 |
| October 2023 | $174,785,118 | 8 | September 21, 2023 |
| October 2024 | $199,931,919 | 8 | March 28, 2024 |
| October 2025 | $221,668,991 | 8 | January 31, 2025 |
| October 2026 | $233,704,614 | 8 | March 4, 2026 |

Regulatory assets under management: $176,063,231 in the October 2021 data and $233,704,614 in the October 2026 data, up 33%.
Total employees: 7 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Registered or notice-filed in MD.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Aranda Group Advisors, LLC (CRD 302100): Form ADV filing data as of October 2026.