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| Keyboard |
| Barnstone Advisors LLC
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|---|---|
| CRD # | 144511 |
| SEC # | 801-112449 |
| CIK # | |
| AUM | 241.1 M (2026-01-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 610-917-2210 |
| Address | 388 W Pothouse Road Phoenixville, PA 19460 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 14.5 |
| (b) Individuals (high net worth individuals) | 33 | 208.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 17.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 288 | 241.1 |
| By Discretionary | ||
| Discretionary | 288 | 241.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 288 | 241.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.1 | |
| Total | 288 | 241.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
1620 Investment Advisors Inc
✚
|
MA | 241.6 M |
|
Wealth Management Corporation of America Inc
✚
|
FL | 241.5 M |
|
Constitution Capital LLC
✚
|
CT | 241.3 M |
|
TABR Capital Management LLC
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|
CA | 241.2 M |
|
Bland Garvey Wealth Advisors LLC
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|
TX | 241.2 M |
|
Assured Retirement Financial Group Inc
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|
MN | 241.0 M |
|
Greybull Partners LLC
✚
|
GA | 241.0 M |
|
Bassam Wealth Management LLC
✚
|
FL | 241.0 M |
|
Richmond Brothers Inc
✚
|
MI | 240.6 M |
|
Barker Wealth Management LLC
✚
|
WA | 240.6 M |