CRD: 149907
Hershey Financial Advisers, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-15-2009
- Office Locations
- 1
Office Locations
About Hershey Financial Advisers, LLC
Hershey Financial Advisers provides personalized wealth management for high-net-worth individuals, business owners, C-suite executives, and families with complex needs. Services include investment planning, tax optimization, estate planning, and legacy/philanthropy guidance, delivered through its Better Way™ process and Wealth Clarity Assessment. Custody is supported via major platforms including Schwab and Fidelity.
Reported data analysis
What the numbers show
Between March 24, 2025 and March 31, 2026, reported AUM increased 8.9%, from $139.3M to $151.7M.
Across 4 reported observations, AUM increased 40.6% between May 2, 2023 and March 31, 2026, from $107.9M to $151.7M.
Of the latest reported AUM, 99.2% is discretionary and 0.8% is non-discretionary.
The firm reports 2 advisory representatives and 507 clients, or 253.5 clients per representative. That equates to $299.2K in reported AUM per client.
The profile lists 1 reported office location and 17 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
Explore the complete firm intelligence record
AdvizorPro subscribers can review Hershey Financial Advisers, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
Unlock the underlying categories and values
The full Hershey Financial Advisers, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GREG DEANNE BOLL
Chief Compliance Officer
- CRD
- #4166371
- Ownership
- 50% but less than 75%
NICHOLAS RYAN BRIGHTBILL
PARTNER
- CRD
- #5197623
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
MATTHEW DAWSON BERRY
CERTIFIED FINANCIAL PLANNER
- CRD
- #6286952
GERARD FRANCIS CLUNAN JR
Financial Advisor
- CRD
- #3154428
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,436,920 | $164,053 |
| Non-Discretionary | $1,274,096 | $43,934 |
| Total | $151,711,016 | $160,371 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Hershey Financial Advisers, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Hershey Financial Advisers, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.