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THE ARANDA GROUP ADVISORS, LLC

JENKINTOWN, PA · CRD 302100 · IAPD ↗ · arandagroup.com · 215-576-6666

$233.7MRegulatory AUM
5Advisory reps
8Employees
0Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — THE ARANDA GROUP ADVISORS, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
February 2025 — THE ARANDA GROUP ADVISORS, LLC reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
February 2025 — THE ARANDA GROUP ADVISORS, LLC now reports custody of client assets ($188.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.