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- Custodian
- Fidelity/NFS · Morgan Stanley · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-1992
- Office Locations
- 1
Office Locations
About Gardner Russo & Quinn LLC
Gardner Russo & Quinn LLC is a Lancaster-based RIA. The firm has been operating for 34 years. Managing $9.4B in total assets under management, with 8 advisory representatives. They custody assets with Fidelity/NFS and Morgan Stanley.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 31, 2026, reported AUM increased 4.5%, from $9.0B to $9.4B.
Across 5 reported observations, AUM decreased 20.3% between March 30, 2022 and March 31, 2026, from $11.9B to $9.4B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 1,346 clients, or 168.3 clients per representative. That equates to $7.0M in reported AUM per client.
The profile lists 1 reported office location and 34 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Vehicles
- Services
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Owner & Executives
THOMAS ADRIAN RUSSO
Chairman, Managing Member
- CRD
- --
- Ownership
- 75% or more
TIMOTHY CHARLES QUINN
PORTFOLIO MANAGER
- CRD
- --
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,448,623,297 | $7,019,780 |
| Non-Discretionary | $0 | -- |
| Total | $9,448,623,297 | $7,019,780 |
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Separately Managed Accounts
SMA allocation detail is available
Gardner Russo & Quinn LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Gardner Russo & Quinn LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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