The Aranda Group Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$231,821,542
Clients
156
Advisors
4
of 8 employees
About
The Aranda Group Advisors, LLC is a four-advisor registered investment adviser that serves individuals, high-net-worth families, trusts, non-profit organizations, pensions, and businesses with asset management and in-house financial planning. The firm offers both discretionary and non-discretionary portfolio management and also makes available Unified Managed Accounts, access to third‑party sub-managers, and a securities‑based lending program.
Investment recommendations are grounded in a client-specific financial plan and emphasize long-term, broadly diversified asset allocation, tax efficiency, and periodic rebalancing; portfolios may include mutual funds, ETFs, REITs, structured notes, and covered‑call options where appropriate. The firm uses third‑party managers and an overlay manager (Adhesion/Envestnet) to implement UMA model portfolios and seeks to place clients in the lowest‑cost mutual fund share classes when conversions are feasible.
Distinctive features noted in the brochure include in‑house family office–style services through an affiliated company that provides bill‑pay and cash management, a relationship the firm discloses can create custody and conflict‑of‑interest considerations. The firm discloses it manages roughly $234 million across several hundred accounts for about 150 clients—reflecting multi‑account and intergenerational planning complexity—and it relies on custodial relationships (including Fidelity) that provide execution, reporting, and certain non‑cash benefits.
Client services
Expertise
Fee options
Fixed fee arrangements possible, negotiated on a case-by-case basis
2.00% per annum (negotiable)
Main office
724 Old York Road
Jenkintown PA 19046
Advisors at this office
4
Most active in
California · Florida · Maryland · New York · Pennsylvania · Texas
Also doing business as
Rose Group, LLC · The Aranda Group · The Aranda Group Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Brailyn R
Series 65
Jenkintown, PA
The Aranda Group Advisors, LLC
Brailyn Robertson is a financial advisor at The Aranda Group Advisors, LLC with a Series 65 designation and six years of experience at the firm. Prior to joining The Aranda Group, Robertson worked in roles outside the financial industry, including positions at TerraVida Holistic Center and Bright MLS. The Aranda Group Advisors, LLC serves individuals, high-net-worth families, trusts, non-profit organizations, pensions, and businesses with asset management and in-house financial planning. The firm emphasizes client-specific financial plans with diversified asset allocation, tax efficiency, and periodic rebalancing, offering both discretionary and non-discretionary portfolio management along with access to third-party sub-managers and securities-based lending.
Steven R
Series 66
Jenkintown, PA
The Aranda Group Advisors, LLC
Steven Rosenberg is a financial advisor at The Aranda Group Advisors, LLC with 25 years of industry experience and holds a Series 66 designation. Prior to joining The Aranda Group in 2019, he worked at Raymond James & Associates for 13 years. Outside of his advisory role, he serves as treasurer of the Philadelphia Region Sports Car Club of America and owns a business unrelated to investments. The Aranda Group Advisors, LLC is a four-advisor registered investment adviser serving individuals, high-net-worth families, trusts, non-profit organizations, pensions, and businesses. The firm provides discretionary and non-discretionary portfolio management, integrating client-specific financial plans with long-term, diversified asset allocation strategies.
Joanne K
Series 63, Series 65
Jenkintown, PA
The Aranda Group Advisors, LLC
Joanne Keller is a financial advisor at The Aranda Group Advisors, LLC with 38 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Raymond James & Associates for 12 years. Outside of financial advising, she is employed part-time in cleaning services at a local company. The Aranda Group Advisors, LLC is a four-advisor registered investment adviser serving individuals, families, trusts, non-profits, pensions, and businesses with asset management and financial planning. The firm emphasizes client-specific financial plans with long-term, diversified asset allocation strategies, offering both discretionary and non-discretionary portfolio management as well as access to third-party sub-managers and securities-based lending programs.
James F
Series 66
Jenkintown, PA
The Aranda Group Advisors, LLC
James Fisher is a financial advisor at The Aranda Group Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates and as an independent contractor. Fisher is a co-chair of Tire Rack Street Survival through the Philadelphia Region Sports Car Club of America and serves on the boards of Nancy's House and the Eastern Montgomery County Chamber of Commerce. The Aranda Group Advisors, LLC serves individuals, high-net-worth families, trusts, non-profits, pensions, and businesses with asset management and financial planning. The firm emphasizes long-term, diversified asset allocation and tax efficiency, offering both discretionary and non-discretionary portfolio management along with access to third-party managers and a securities-based lending program.
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