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.
SEC-registered adviser
Barnstone Advisors LLC
Latest filing Jan 27, 2026
First filing on the tape Mar 29, 2012 · 17 filings
SEC status approved since Feb 15, 2018
RAUM
$241M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
93%
$223M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$80.4M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$241M as of Jan 27, 2026
Mar 29, 2012$56.5M then
HNW client RAUM$209M as of Jan 27, 2026
Feb 6, 2019$94.3M then
State-registered IARs (5.B.3)3 as of Jan 27, 2026
Mar 29, 20120 then
Employees (5.A)4 as of Jan 27, 2026
Feb 6, 20193 then
Private funds: no history
RAUM +12% over the last fiscal year+17% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Jan 27, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $80.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 30derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $6.3MderivedHNW RAUM over HNW clients
- Average account
- $837,026derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 7.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 1.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +14%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$209M87%
- Charitable organizations$17.8M7.4%
- Individuals$14.5M6.0%
- Individual clients
- 57reported
- HNW clients
- 33reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 288reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| James Brinton Detwiler | Phoenixville, Pa | Sep 17, 2007 | 24 y | 0 |
| Patricia Markell MchughCertified Financial Planner | Phoenixville, Pa | Mar 26, 2021 | 24 y | 2 |
| John Aneser | Phoenixville, Pa | Apr 2, 2025 | 11 y | 0 |
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
- Patricia Markell Mchugh from Hotaling Investment Management, LLCMar 26, 2021 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Brinton James Detwiler · President/Chief Compliance Officercontrolsince 04/2007 · owns 75% or more
- George Eric Erickson · Directorsince 09/2023 · owns 5% to 10%
- Markell Patricia Mchugh · Senior Portfolio Managersince 09/2023 · owns 10% to 25%
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 |
|---|---|---|---|---|---|
| Phoenixville, Pa · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 199 to 288Apr 9, 2025 to Jan 27, 2026
- HNW clients · 25 to 33Apr 9, 2025 to Jan 27, 2026
- Individual clients · 54 to 57Apr 9, 2025 to Jan 27, 2026
- Discretionary RAUM · $215M to $241MApr 9, 2025 to Jan 27, 2026
- HNW RAUM · $180M to $209MApr 9, 2025 to Jan 27, 2026
- Individual RAUM · $16.5M to $14.5MApr 9, 2025 to Jan 27, 2026
- RAUM · $215M to $241MApr 9, 2025 to Jan 27, 2026
- Financial planning clients · 51-100 to 51-100Feb 11, 2025 to Apr 9, 2025
- Accounts · 181 to 199Mar 13, 2024 to Feb 11, 2025
- Advisory employees · 2 to 3Mar 13, 2024 to Feb 11, 2025
- HNW clients · 22 to 25Mar 13, 2024 to Feb 11, 2025
- Individual clients · 42 to 54Mar 13, 2024 to Feb 11, 2025
- Employees · 3 to 4Mar 13, 2024 to Feb 11, 2025
- Financial planning clients · 26-50 to 51-100Mar 13, 2024 to Feb 11, 2025
- State-registered IARs · 2 to 3Mar 13, 2024 to Feb 11, 2025
- Discretionary RAUM · $178M to $215MMar 13, 2024 to Feb 11, 2025
- HNW RAUM · $151M to $180MMar 13, 2024 to Feb 11, 2025
- Individual RAUM · $12.3M to $16.5MMar 13, 2024 to Feb 11, 2025
- RAUM · $178M to $215MMar 13, 2024 to Feb 11, 2025
- Accounts · 162 to 181Feb 6, 2023 to Mar 13, 2024
- Charity clients · 5.0 to unsetFeb 6, 2023 to Mar 13, 2024
- HNW clients · 20 to 22Feb 6, 2023 to Mar 13, 2024
- Individual clients · 35 to 42Feb 6, 2023 to Mar 13, 2024
- Discretionary RAUM · $150M to $178MFeb 6, 2023 to Mar 13, 2024
- HNW RAUM · $129M to $151MFeb 6, 2023 to Mar 13, 2024
- Individual RAUM · $7.2M to $12.3MFeb 6, 2023 to Mar 13, 2024
- RAUM · $150M to $178MFeb 6, 2023 to Mar 13, 2024
- Accounts · 147 to 162Feb 14, 2022 to Feb 6, 2023
- Charity clients · 3 to 5Feb 14, 2022 to Feb 6, 2023
- HNW clients · 19 to 20Feb 14, 2022 to Feb 6, 2023
- Individual clients · 29 to 35Feb 14, 2022 to Feb 6, 2023
- Discretionary RAUM · $164M to $150MFeb 14, 2022 to Feb 6, 2023
- HNW RAUM · $137M to $129MFeb 14, 2022 to Feb 6, 2023
- Individual RAUM · $11.8M to $7.2MFeb 14, 2022 to Feb 6, 2023
- RAUM · $164M to $150MFeb 14, 2022 to Feb 6, 2023
- Accounts · 129 to 147May 5, 2021 to Feb 14, 2022
- Advisory employees · 1 to 2May 5, 2021 to Feb 14, 2022
- Advisory activities · 4 to 3May 5, 2021 to Feb 14, 2022
- Charity clients · unset to 3.0May 5, 2021 to Feb 14, 2022
- HNW clients · 15 to 19May 5, 2021 to Feb 14, 2022
Signals
1 dated events
- Barnstone Advisors Llc filed its initial SEC registration (Form ADV)Jan 15, 2018 · First SEC registration · 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
- Business phone
- 610-917-2210reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/BARNSTONE-ADVISORSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- BARNSTONEADVISORS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 610-917-2210reportedpublic record, Form ADV, Jan 27, 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
- $80.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026