DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
T••••• P•••••• W•••••• I•••
Latest filing May 5, 2026
First filing on the tape Mar 12, 2012 · 37 filings
SEC status approved since Nov 27, 1996
RAUM
$730M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$720M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$146M
derived; firm RAUM over IAPD count
Employees
11
6 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
0
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$730M as of May 5, 2026
Mar 12, 2012$221M then
HNW client RAUM$659M as of May 5, 2026
Mar 15, 2018$359M then
State-registered IARs (5.B.3)5 as of May 5, 2026
Mar 12, 20120 then
Employees (5.A)11 as of May 5, 2026
Mar 28, 20135 then
Private funds: no history
RAUM +13% over the last fiscal year+12% a year over threeIARs 5 to 5
Practice profile
derived from the filing of May 5, 2026; every figure names its basis
- RAUM per advisor
- $146MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 69derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.7MderivedHNW RAUM over HNW clients
- Average account
- $518,313derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.2derivedItem 5.A over advisors
- Advisors per office
- 0.8derived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.2%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$659M90%
- Individuals$61.0M8.4%
- Charitable organizations$10.7M1.5%
- Individual clients
- 166reported
- HNW clients
- 177reported
- Pension plan clients
- n/areported
- Charitable clients
- 5reported
- Accounts
- 1,409reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••• G••••• Y••••• | Orlando, Fl | Apr 21, 2005 | 25 y | 0 |
| J•••• M•••••• B•••••••Certified Financial Planner | Northampton, Pa | Jan 25, 2007 | 32 y | 0 |
| L•••• E••••• Y•••••Certified Financial Planner | East Stroudsburg, Pa | Apr 27, 2018 | 25 y | 0 |
| M•••••• R••• S••••Certified Financial Planner | Bethlehem, Pa | May 5, 2020 | 13 y | 3 |
| J••••• G•••••• C••••Certified Financial Planner | Phoenixville, Pa | Feb 21, 2023 | 19 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- J••••• G•••••• C•••• from E•• F•••••••• A•••••••Feb 21, 2023 · Affiliated broker-dealer or bank to independent RIA
- M•••••• R••• S•••• from C•••••• S••••• • C••• I•••May 5, 2020 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••••• J••••• M•••••• · President And Senior Wealth Managercontrolsince 01/2007 · owns 10% to 25%
- Y•••••• L••••• E••••• · Chief Compliance Officer And Senior Wealth Managercontrolsince 06/2022 · owns less than 5%
- Y•••••• J•••• G••••• · Chief Executive Officer, Chief Operating Officer And Senior Wealth Managercontrolsince 06/2022 · owns 25% to 50%
- Y•••••• W••••••• J••• · Shareholdercontrolsince 11/1996 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Bethlehem, Pa · principal | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 1,146 to 1,409Jul 17, 2025 to Feb 12, 2026
- Advisory activities · 3 to 4Jul 17, 2025 to Feb 12, 2026
- HNW clients · 171 to 177Jul 17, 2025 to Feb 12, 2026
- Individual clients · 155 to 166Jul 17, 2025 to Feb 12, 2026
- Discretionary RAUM · $646M to $730MJul 17, 2025 to Feb 12, 2026
- HNW RAUM · $580M to $659MJul 17, 2025 to Feb 12, 2026
- Individual RAUM · $56.4M to $61.0MJul 17, 2025 to Feb 12, 2026
- RAUM · $646M to $730MJul 17, 2025 to Feb 12, 2026
- Financial planning clients · 101-250 to 101-250Mar 3, 2025 to Jul 17, 2025
- Accounts · 1,079 to 1,146Dec 10, 2024 to Mar 3, 2025
- HNW clients · 167 to 171Dec 10, 2024 to Mar 3, 2025
- Individual clients · 152 to 155Dec 10, 2024 to Mar 3, 2025
- Discretionary RAUM · $591M to $646MDec 10, 2024 to Mar 3, 2025
- HNW RAUM · $524M to $580MDec 10, 2024 to Mar 3, 2025
- Individual RAUM · $55.9M to $56.4MDec 10, 2024 to Mar 3, 2025
- RAUM · $591M to $646MDec 10, 2024 to Mar 3, 2025
- Accounts · 982 to 1,079Sep 28, 2023 to Mar 15, 2024
- HNW clients · 151 to 167Sep 28, 2023 to Mar 15, 2024
- Individual clients · 142 to 152Sep 28, 2023 to Mar 15, 2024
- Discretionary RAUM · $525M to $591MSep 28, 2023 to Mar 15, 2024
- HNW RAUM · $456M to $524MSep 28, 2023 to Mar 15, 2024
- Individual RAUM · $59.6M to $55.9MSep 28, 2023 to Mar 15, 2024
- RAUM · $525M to $591MSep 28, 2023 to Mar 15, 2024
- Business name · Y••••• A••••••• G••••• I••• to T••••• P•••••• W•••••• I•••May 12, 2023 to Sep 28, 2023
- Legal name · Y••••• A••••••• G••••• I••• to T••••• P•••••• W•••••• I•••May 12, 2023 to Sep 28, 2023
- Other offices · 1 to 5May 12, 2023 to Sep 28, 2023
- Accounts · 964 to 982Jul 22, 2022 to Mar 16, 2023
- Advisory employees · 5 to 6Jul 22, 2022 to Mar 16, 2023
- Advisory activities · 2 to 3Jul 22, 2022 to Mar 16, 2023
- Charity clients · 6 to 5Jul 22, 2022 to Mar 16, 2023
- HNW clients · 158 to 151Jul 22, 2022 to Mar 16, 2023
- Individual clients · 129 to 142Jul 22, 2022 to Mar 16, 2023
- Employees · 12 to 11Jul 22, 2022 to Mar 16, 2023
- Insurance-licensed employees · 1 to 0Jul 22, 2022 to Mar 16, 2023
- Financial planning clients · 51-100 to 101-250Jul 22, 2022 to Mar 16, 2023
- State-registered IARs · 4 to 5Jul 22, 2022 to Mar 16, 2023
- Discretionary RAUM · $588M to $525MJul 22, 2022 to Mar 16, 2023
- HNW RAUM · $523M to $456MJul 22, 2022 to Mar 16, 2023
- Individual RAUM · $55.0M to $59.6MJul 22, 2022 to Mar 16, 2023
- RAUM · $588M to $525MJul 22, 2022 to Mar 16, 2023
Signals
1 dated events
- Elaine Linda Yeager (Chief Compliance Officer And Senior Wealth Manager) appeared on Schedule A of T••••• P•••••• W•••••• I•••Jul 22, 2022 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- tillerpw.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (610) 954-9940reportedpublic record, Form ADV, May 5, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $146Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026