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Aranda Group

Multifamily office listing in Jenkintown, Pennsylvania, United States.

  • SEC-registered
Regulatory AUM
$234 million
Employees
8
Clients
51-100
SEC CRD
302100

SEC-registered investment adviser providing financial planning, portfolio management, and adviser selection services.

Overview

The Aranda Group Advisors, LLC is an SEC-registered investment adviser under CRD 302100 and SEC file 801-117280. Its SEC registration became effective August 30, 2019. The firm reports notice filings in California, Florida, Maryland, New York, Pennsylvania, and Texas.1

The firm reports 8 employees and $233,704,614 in regulatory assets under management in its March 4, 2026 filing.1

History

The firm’s SEC registration became effective August 30, 2019. Steven A. Rosenberg has been registered with The Aranda Group Advisors, LLC since November 1, 2019, following prior investment adviser and broker registrations with Raymond James & Associates and Morgan Stanley.12

Timeline

  1. 2019Its SEC registration became effective August 30, 2019.
  2. 2026The firm reports 8 employees and $233,704,614 in regulatory assets under management in its March 4, 2026 filing.

Leadership

Steven A. Rosenberg is identified as an Investment Adviser Representative, Chief Compliance Officer, and Managing Member of The Aranda Group Advisors, LLC.2

James Ryan Fisher is listed as an Investment Adviser Representative, with Pennsylvania registration effective November 1, 2019.3

Services

The firm lists financial planning, portfolio management for individuals and small businesses, and selection of other advisers, including private fund managers.4

The firm reports charging fees as a percentage of assets under management and fixed fees.4

What the firm offers

  • Investment management
  • Financial planning

Client Focus

Reported client assets include $26,963,178 for 114 individuals who are not high net worth, $204,858,364 for 42 high net worth individuals, and $1,883,072 for 3 other clients.5

Assets

The firm reports $233,704,614 in regulatory assets under management in its March 4, 2026 filing.1

By the numbers

Regulatory AUM by year$0K$64M$129M$193M$257M202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 302100. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2020$145 million$0$145 million
2021$176 million$1 million$175 million
2022$200 million$112 million$88 million
2023$175 million$114 million$61 million
2025$222 million$194 million$27 million
2026$234 million$213 million$20 million
Average AUM per client by year$0K$429K$859K$1M$2M202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 302100. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2020$896,623
2021$842,408
2022$1 million
2023$1 million
2025$2 million
2026$1 million
Clients by type (2026)Individuals114High net worth individuals42Corporations3
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 302100. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals114
High net worth individuals42
Corporations3
Employees by year024792019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 302100. As of .
Employees reported on Form ADV
YearEmployees
20197
20207
20217
20228
20238
20258
20268

Ranks #6 of 7 SEC-registered firms in PA on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 302100. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

Is The Aranda Group Advisors, LLC registered with the SEC?

Yes. The firm is an SEC-registered investment adviser under CRD 302100 and SEC file 801-117280, with registration effective August 30, 2019.1

What services does the firm provide?

Its listed services include financial planning, portfolio management for individuals and small businesses, and selecting other advisers, including private fund managers.4

Who leads the firm?

Steven A. Rosenberg serves as Managing Member, Chief Compliance Officer, and Investment Adviser Representative. James Ryan Fisher is also listed as an Investment Adviser Representative.23

  • LocationMultifamily offices in Pennsylvania

    This page helps a family or business owner compare multifamily offices in Pennsylvania while considering whether an SEC registered adviser fits their needs. It offers regional context for reviewing services such as investment management and financial planning alongside other local options.

  • GuideMultifamily office services

    This overview explains the range of services a multifamily office may provide, including investment management, financial planning, and adviser selection. Readers can use it to compare those offerings with the services described for The Aranda Group Advisors, LLC and identify which needs matter most.

  • GuideHow to choose a multifamily office

    This guide outlines questions to ask when comparing multifamily offices, such as client focus, service scope, fees, and adviser qualifications. A wealthy family or business owner can use those questions when assessing a firm that provides financial planning, portfolio management, and adviser selection services.

  • DataMFO fee types from Form ADV

    This page explains fee categories reported in Form ADV, which can help readers understand how an SEC registered investment adviser may charge for services. Reviewing those categories can support more informed questions about investment management and financial planning costs before contacting a firm.

  • Similar firmsApex Financial Advisors, Inc.
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    These profiles provide additional firms to review alongside The Aranda Group Advisors, LLC: Apex Financial Advisors, Inc., Avantra Family Wealth, and Baldwin Investment Management. Comparing their stated services, client focus, and available disclosures can help a family or business owner organize an initial shortlist.

Sources

  1. SEC AdviserInfo firm summary
  2. SEC AdviserInfo individual report for Steven A. Rosenberg
  3. SEC AdviserInfo summary for James Ryan Fisher
  4. SEC Form ADV for The Aranda Group Advisors, LLC
  5. SEC Form ADV client asset report

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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