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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Momentum elementRidge timber +more
- Established Date
- 02-09-2004
- Office Locations
- 1
Office Locations
About Biondo Investment Advisors LLC
Biondo Investment Advisors provides comprehensive financial planning and investment management for individuals, families, and business owners, including education, retirement, tax, and estate planning coordination with clients’ legal and tax professionals. Portfolios are risk-aligned using a Riskalyze assessment and supported by a WealthMap client portal; strategies commonly use ETFs and fixed income. Recognized on the Forbes/SHOOK 2025 Top RIA Firms list.
Team overview
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Client Personas
Custodian
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Owner & Executives
JOSEPH RALPH BIONDO
FOUNDER, Senior Portfolio Manager
- CRD
- #21733
- Ownership
- Less than 5%
JOSEPH PETER BIONDO
Chief Executive Officer, Chief Investment Officer, Manager, Senior Portfolio Manager
- CRD
- #2536633
- Ownership
- Less than 5%
Pathway unison
Catalyst element pioneer
- CRD
- #95392
- Ownership
- 6.1%
Showing 2 of 6 owners & executives
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Luke Allen Barbalich
Wealth Advisor
- CRD
- #7444170
Joseph William Daly
Wealth Advisor
- CRD
- #7022006
Horizon signal
Insight ridge
- CRD
- #77021
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,192,976,462 | $799,047 |
| Non-Discretionary | $99,611,585 | $99,612 |
| Total | $1,292,588,047 | $518,487 |
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Separately Managed Accounts
Total SMA Asset: $1,239,932,161
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,562,027,939 | 22.0% |
| Corporate - Investment Grade | $1,370,324,510 | 19.3% |
| Cash | $986,917,652 | 13.9% |
| Public Funds | $738,413,207 | 10.4% |
| Municipal Bonds | $1,597,528,574 | 22.5% |
| U.S. Government/Agency | $844,915,112 | 11.9% |
| Total | $7,100,126,994 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK ATLAS FUSION | VALUE SIGNAL | 7VC1UK3UQ | LDXGA | 2.55% | $34,358,397 |
| VERTEX CATALYST VERTEX | BEACON SUMMIT | 94MYZMUQP | XWDVY | 0.94% | $39,192,329 |
| INSIGHT FRONTIER NORTH | FOCUS CATALYST | V7WZ95VAT | ULKHN | 1.02% | $12,038,545 |
| PRIME EMBER CREST | VALUE PATHWAY | 1YUU4RU8E | AEME | 6.16% | $45,386,922 |
| EMBER DELTA | FOUNDATION MOMENTUM | EHMFKTFW3 | KADY | 11.34% | $94,016,621 |
| FOCUS FOUNDATION TIMBER | VITAL CREST | JG612WP77 | VDHJ | 7.13% | $110,434,537 |
| VALUE DELTA QUANTUM | FOUNDATION HARBOR | E1SK0D3G1 | UDLU | 7.27% | $112,787,089 |
| ELEMENT CREST | INSIGHT BEACON | SP7OSK4GA | UWYP | 7.01% | $76,064,323 |