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.

Former SEC-registered adviser

Ea Advisors LLC

Former SEC-registered adviserConshohocken, PennsylvaniaCRD 312124SEC 801-120241IAPD
Latest filing Jun 2, 2021
First filing on the tape Jan 2, 2021 · 2 filings
RAUM
$864M
reported, Item 5.F
Discretionary
72%
of RAUM
Private clients
88%
$756M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
9
6 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$864M as of Jun 2, 2021
Jan 2, 2021$0 then
HNW client RAUM: $651M
State-registered IARs (5.B.3)5 as of Jun 2, 2021
Jan 2, 20215 then
Employees (5.A)9 as of Jun 2, 2021
Jan 2, 20219 then
Private funds: no history
Practice profile
derived from the filing of Jun 2, 2021; every figure names its basis
RAUM per advisor
$173MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
73derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$5.1MderivedHNW RAUM over HNW clients
Average account
$2.0MderivedRAUM over accounts (5.F.2.f)
Discretionary
72%derivedof RAUM
Institutional
11%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.8derivedItem 5.A over advisors
Advisors per office
1.7derived3 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
Wrap fee program
participatesreportedItem 5.I
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$651M76%
  • Individuals$105M12%
  • Pension and profit-sharing plans$95.3M11%
  • Charitable organizations$1.2M0.1%
  • Corporations and businesses$646,0820.1%
Individual clients
240reported
HNW clients
127reported
Pension plan clients
52reported
Charitable clients
1reported
Accounts
425reported
Financial planning clients
0reported
Wrap fee programs
$0 sponsored, $0 managedreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Michael Scott Pellegrino · Chief Operating Officercontrol
        since 11/2020 · owns less than 5%
      • L Marc Scudillo · Chief Compliance Officercontrol
        since 11/2020 · owns less than 5%
      • L Marc Scudillo · Managing Directorcontrol
        since 11/2001 · owns 50% to 75% of Eisneramper Wealth Management & Corporate Benefits, LLC
      Entity owners
      • Eisneramper Wealth Management & Corporate Benefits, LLC · Member
        direct · owns 75% or more
      • Eisneramper Llp · Member
        indirect · owns 50% to 75% of Eisneramper Wealth Management & Corporate Benefits, LLC
      Related persons
      Schedule D 7.A
      Offices
      Schedule D 1.F, the 25 largest
      • Merchantville, NJ1 employees
      • Iselin, NJ
      What changed
      consecutive filings, newest first
      • Accounts · 0 to 425
        Jan 2, 2021 to Jun 2, 2021
      • Charity clients · unset to 1.0
        Jan 2, 2021 to Jun 2, 2021
      • Corporate clients · unset to 2.0
        Jan 2, 2021 to Jun 2, 2021
      • HNW clients · unset to 127.0
        Jan 2, 2021 to Jun 2, 2021
      • Individual clients · unset to 240.0
        Jan 2, 2021 to Jun 2, 2021
      • Pension plan clients · unset to 52.0
        Jan 2, 2021 to Jun 2, 2021
      • Discretionary RAUM · $0 to $623M
        Jan 2, 2021 to Jun 2, 2021
      • HNW RAUM · unset to 651286565.0
        Jan 2, 2021 to Jun 2, 2021
      • Individual RAUM · unset to 105161575.0
        Jan 2, 2021 to Jun 2, 2021
      • Non-discretionary RAUM · $0 to $241M
        Jan 2, 2021 to Jun 2, 2021
      • Pension RAUM · unset to 95318643.0
        Jan 2, 2021 to Jun 2, 2021
      • RAUM · $0 to $864M
        Jan 2, 2021 to Jun 2, 2021
      Signals
      1 dated events
      • Ea Advisors Llc filed its initial SEC registration (Form ADV)
        Jan 2, 2021 · 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.
      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
      Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026