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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

KISTLER-TIFFANY ADVISORS

KISTLER-TIFFANY COMPANIES, LLC, CRD 145256

BERWYN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:995f126b-449a-7cf0-ade1-4974b6f532e5

Data as of Apr 17, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 15
On other graphs: 1
Observed: Mar 27, 2012 to Apr 17, 2023
41 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Kistler-Tiffany Advisors

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $992MItem 5.F on the latest filing (2023-04-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $983M
Private client RAUM: $949MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 20
Advisory employees: 13
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 1,422
Individual clients: 357
High net worth clients: 189
Custody, client assets: $179M
SEC number: 801-68502
CRD: 145256
Filings on the tape: 41
First filed: Mar 27, 2012
Latest filed: Apr 17, 2023
Organised: Limited Liability Company, Pennsylvania

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ARNOLD, JAMES, HAMBLETON	MANAGING MEMBER/PRINCIPAL	C	yes	01/2003	Mar 27, 2012	Apr 17, 2023
CONNER, MICHAEL, ANDREW	MANAGING MEMBER/COO	C	yes	01/2019	Mar 19, 2019	Apr 17, 2023
KOVACH, DAVID, STANLEY	MANAGING MEMBER/PRINCIPAL	C	yes	01/2003	Mar 27, 2012	Apr 17, 2023
REDER, ANDREW, M	MANAGING MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER	C	yes	01/2003	Mar 27, 2012	Apr 17, 2023

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Berwyn	Pa	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 29, 2023	$992M	$983M	20	13	4	n/a	n/a
2021	Mar 30, 2022	$1.2B	$1.1B	21	11	1	n/a	n/a
2020	Mar 24, 2021	$1.1B	$1.0B	20	12	2	n/a	n/a
2019	Feb 28, 2020	$839M	$769M	22	12	2	n/a	n/a
2018	Mar 19, 2019	$714M	$669M	13	12	2	n/a	n/a
2017	Mar 13, 2018	$897M	$669M	13	12	1	n/a	n/a
2016	Mar 28, 2017	$749M	$579M	13	13	n/a	n/a	n/a
2015	Mar 8, 2016	$661M	$642M	20	14	n/a	n/a	n/a
2014	Mar 25, 2015	$583M	$557M	20	14	n/a	n/a	n/a
2013	Mar 28, 2014	$560M	$518M	25	22	n/a	n/a	n/a
2012	Mar 19, 2013	$447M	$408M	25	22	n/a	n/a	n/a
2011	Mar 27, 2012	$523M	$375M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$992M	$1.2B	-14.2%	$839M	5.7%	20	21	4	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CREATIVE PLANNING	6	Sep 29, 2023	Sep 19, 2023	BERWYN, PA	Firm absorbed	RIA to RIA	66.7%

Relationships

Controls (4)

← ARNOLD, JAMES, HAMBLETONOwnerMANAGING MEMBER/PRINCIPAL, ownership code C, individual
Mar 27, 2012 to presentfactForm ADV
← REDER, ANDREW, MOwnerMANAGING MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 27, 2012 to presentfactForm ADV
← KOVACH, DAVID, STANLEYOwnerMANAGING MEMBER/PRINCIPAL, ownership code C, individual
Mar 27, 2012 to presentfactForm ADV
← CONNER, MICHAEL, ANDREWOwnerMANAGING MEMBER/COO, ownership code C, individual
Mar 19, 2019 to presentfactForm ADV

Registered with (13)

← MICHAEL ANDREW CONNERAdvisorregistration: previous registration
Apr 15, 2008 to Nov 15, 2023factForm ADV
← ANDREW M REDERAdvisorregistration: previous registration
Dec 21, 2007 to Sep 29, 2023factForm ADV
← LARRY LETTERIOAdvisorregistration: previous registration
Mar 7, 2023 to Sep 29, 2023factForm ADV
← DAVID STANLEY KOVACHAdvisorregistration: previous registration
Dec 13, 2007 to Sep 29, 2023factForm ADV
← MICHAEL PETER TROYAdvisorregistration: previous registration
Feb 14, 2008 to Sep 29, 2023factForm ADV
← ALAN COMPTON GOODAdvisorregistration: previous registration
Feb 14, 2008 to Sep 29, 2023factForm ADV
← MICHAEL GILBERT FANCHERAdvisorregistration: previous registration
Feb 14, 2008 to Sep 29, 2023factForm ADV
← JACLYN MARIE SWAVELYAdvisorregistration: previous registration
Jul 31, 2008 to Sep 29, 2023factForm ADV
← MATTHEW PEARCE ARNOLDAdvisorregistration: previous registration
Oct 29, 2015 to Sep 29, 2023factForm ADV
← Gordon PealockAdvisorregistration: previous registration
Jan 14, 2013 to Dec 13, 2017factForm ADV
← DOUGLAS LEE HALLAdvisorregistration: previous registration
Jan 7, 2013 to Nov 30, 2016factForm ADV
← LESLIE ANN YOUNGAdvisorregistration: previous registration
Apr 15, 2008 to Jan 20, 2016factForm ADV
← THOMAS FRANCIS RILEYAdvisorregistration: previous registration
Mar 7, 2008 to Apr 2, 2013factForm ADV

Moved with (1)

→ CREATIVE PLANNINGRegistered adviser6 advisors, firm absorbed, same day
Sep 29, 2023 to Sep 19, 2023factForm ADV

Dated events

Occurred
Nov 15, 2023
Advisor changed firm
Michael Andrew Conner left Kistler-Tiffany Advisors for Creative Planning (registered 2023-09-05)
Form ADVobserved 6 days ago
Occurred
Sep 29, 2023
Firm absorbed
Kistler-Tiffany Advisors's advisors moved to Creative Planning (Berwyn, PA): 6 of 9 registered, on the same day
Form ADVobserved 6 days ago
6 advisors
Occurred
Sep 29, 2023
Advisor changed firm
David Stanley Kovach left Kistler-Tiffany Advisors for Creative Planning (registered 2023-09-19)
Form ADVobserved 6 days ago
Occurred
Sep 29, 2023
Advisor changed firm
Matthew Pearce Arnold left Kistler-Tiffany Advisors for Creative Planning (registered 2023-09-11)
Form ADVobserved 6 days ago
Occurred
Sep 29, 2023
Advisor changed firm
Michael Gilbert Fancher left Kistler-Tiffany Advisors for Creative Planning (registered 2023-09-05)
Form ADVobserved 6 days ago
Occurred
Sep 29, 2023
Advisor changed firm
Michael Peter Troy left Kistler-Tiffany Advisors for Principal Securities, Inc. (registered 2023-09-18)
Form ADVobserved 6 days ago
Occurred
Sep 29, 2023
Advisor changed firm
Alan Compton Good left Kistler-Tiffany Advisors for Ameriprise Financial Services, Llc (registered 2023-08-16)
Form ADVobserved 6 days ago
Occurred
Sep 29, 2023
Advisor changed firm
Jaclyn Marie Swavely left Kistler-Tiffany Advisors for Creative Planning (registered 2023-09-06)
Form ADVobserved 6 days ago
Occurred
Sep 29, 2023
Advisor changed firm
Andrew M Reder left Kistler-Tiffany Advisors for Creative Planning (registered 2023-09-11)
Form ADVobserved 6 days ago
Occurred
Sep 29, 2023
Advisor changed firm
Larry Letterio left Kistler-Tiffany Advisors for Creative Planning (registered 2023-09-06)
Form ADVobserved 6 days ago
Occurred
Nov 4, 2022
Control person left
Allen Jeffrey Morrison (Managing Member/Principal) no longer on Schedule A of Kistler-Tiffany Advisors (listed 2022-06-17, absent 2022-11-04)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Control person left
Marie Emily Haines (Chief Compliance Officer) no longer on Schedule A of Kistler-Tiffany Advisors (listed 2021-04-02, absent 2022-03-30)
Form ADVobserved 6 days ago
Occurred
Mar 24, 2021
Regulatory AUM changed
Kistler-Tiffany Advisors reported RAUM $1.1B, up 27% from $839.4M (2020-11-06 to 2021-03-24)
Form ADVobserved 6 days ago
$227M
Occurred
Feb 28, 2020
Control person joined
Marie Emily Haines (Chief Compliance Officer) appeared on Schedule A of Kistler-Tiffany Advisors
Form ADVobserved 6 days ago
Occurred
Mar 19, 2019
Control person joined
Andrew Michael Conner (Managing Member/Coo) appeared on Schedule A of Kistler-Tiffany Advisors
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:995f126b-449a-7cf0-ade1-4974b6f532e5
First observed: Mar 27, 2012
Last observed: Apr 17, 2023 41 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KISTLER-TIFFANY ADVISORS

KISTLER-TIFFANY COMPANIES, LLC, CRD 145256

BERWYN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:995f126b-449a-7cf0-ade1-4974b6f532e5

Data as of Apr 17, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:24 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ARNOLD, JAMES, HAMBLETON

MANAGING MEMBER/PRINCIPAL

yes

01/2003

Mar 27, 2012

Apr 17, 2023

CONNER, MICHAEL, ANDREW

MANAGING MEMBER/COO

yes

01/2019

Mar 19, 2019

Apr 17, 2023

KOVACH, DAVID, STANLEY

MANAGING MEMBER/PRINCIPAL

yes

01/2003

Mar 27, 2012

Apr 17, 2023

REDER, ANDREW, M

MANAGING MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER

yes

01/2003

Mar 27, 2012

Apr 17, 2023

City

State

Country

Employees

Also broker-dealer

Berwyn

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 29, 2023

$992M

$983M

n/a

2021

Mar 30, 2022

$1.2B

$1.1B

n/a

2020

Mar 24, 2021

$1.1B

$1.0B

n/a

2019

Feb 28, 2020

$839M

$769M

n/a

2018

Mar 19, 2019

$714M

$669M

n/a

2017

Mar 13, 2018

$897M

$669M

n/a

2016

Mar 28, 2017

$749M

$579M

n/a

2015

Mar 8, 2016

$661M

$642M

n/a

2014

Mar 25, 2015

$583M

$557M

n/a

2013

Mar 28, 2014

$560M

$518M

n/a

2012

Mar 19, 2013

$447M

$408M

n/a

2011

Mar 27, 2012

$523M

$375M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$992M

$1.2B

-14.2%

$839M

5.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CREATIVE PLANNING

Sep 29, 2023

Sep 19, 2023

BERWYN, PA

Firm absorbed

RIA to RIA

66.7%