BIONDO INVESTMENT ADVISORS LLC
CRD #130105 SEC #801-62775 MILFORD, PA 570-296-5525
SEC Registered
Total AUM
$1.1B
Discretionary
$1B
Employees
17
Clients
101
Accounts
2,317
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1B | $62.6M | 17 | 15 |
| Jan 2025 | $927M | $858.4M | $68.6M | 16 | 10 |
| Mar 2024 | $927M | $858.4M | $68.6M | 16 | 10 |
| Mar 2023 | $742.9M | $673M | $69.8M | 16 | 0 |
| Mar 2022 | $864.4M | $804.7M | $59.7M | 16 | 0 |
| Jan 2022 | $727.6M | $685.3M | $42.3M | 16 | 0 |
| Oct 2021 | $727.6M | $685.3M | $42.3M | 16 | 0 |
| Oct 2021 | $727.6M | $685.3M | $42.3M | 16 | 0 |
| Mar 2021 | $727.6M | $685.3M | $42.3M | 16 | 0 |
| Jun 2020 | $616.7M | $578.4M | $38.3M | 15 | 0 |
| Mar 2020 | $616.7M | $578.4M | $38.3M | 15 | 0 |
| Aug 2019 | $523.6M | $488.3M | $35.3M | 14 | 0 |
| Mar 2019 | $523.6M | $488.3M | $35.3M | 14 | 0 |
| Jan 2019 | $519.4M | $483.4M | $36.1M | 14 | 0 |
| Dec 2018 | $519.4M | $483.4M | $36.1M | 14 | 0 |
| Oct 2018 | $519.4M | $483.4M | $36.1M | 14 | 0 |
| Feb 2018 | $519.4M | $483.4M | $36.1M | 14 | 0 |
| Feb 2018 | $519.4M | $483.4M | $36.1M | 14 | 0 |
| May 2017 | $390.3M | $390.3M | $0 | 14 | 500 |
| Mar 2017 | $390.3M | $390.3M | $0 | 14 | 500 |
| Feb 2016 | $393.7M | $393.7M | $0 | 14 | 500 |
| Mar 2015 | $442.4M | $399.8M | $42.6M | 15 | 1,500 |
| Dec 2014 | $423.4M | $377.4M | $46M | 13 | 1,400 |
| Oct 2014 | $423.4M | $377.4M | $46M | 13 | 1,400 |
| Mar 2014 | $380M | $347M | $32.9M | 13 | 1,400 |
| Jan 2014 | $326.5M | $286.7M | $39.8M | 12 | 1,400 |
| Dec 2013 | $326.5M | $286.7M | $39.8M | 12 | 1,400 |
| Sep 2013 | $326.5M | $286.7M | $39.8M | 12 | 1,400 |
| Apr 2013 | $359.6M | $314.9M | $44.7M | 13 | 1,700 |
| Mar 2012 | $351.8M | $307.2M | $44.6M | 11 | 1,700 |
| Dec 2011 | $385.5M | $335.9M | $49.6M | 11 | 1,700 |
| Aug 2011 | $385.5M | $335.9M | $49.6M | -- | -- |
| Aug 2011 | $385.5M | $335.9M | $49.6M | -- | -- |
| Mar 2011 | $385.5M | $335.9M | $49.6M | -- | -- |
| Feb 2011 | $378.7M | $330.1M | $48.6M | -- | -- |
| Dec 2010 | $378.7M | $330.1M | $48.6M | -- | -- |
| Mar 2008 | $528.2M | $401.9M | $126.2M | -- | -- |
| Dec 2007 | $433.3M | $329.4M | $103.9M | -- | -- |
| Jun 2007 | $433.3M | $329.4M | $103.9M | -- | -- |
| Mar 2007 | $394.2M | $343M | $51.2M | -- | -- |
| Mar 2006 | $394.2M | $343M | $51.2M | -- | -- |
| Jan 2006 | $357.8M | $309.2M | $48.6M | 10 | -- |
| Dec 2005 | $357.8M | $309.2M | $48.6M | 10 | -- |
| Sep 2005 | $357.8M | $309.2M | $48.6M | 10 | -- |
| Jun 2005 | $168M | $151.2M | $16.9M | 5 | -- |
| Jul 2004 | $168M | $151.2M | $16.9M | 5 | -- |
DateMar 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$62.6M
Employees17
Clients15
DateJan 2025
Total AUM$927M
Discretionary$858.4M
Non-Disc.$68.6M
Employees16
Clients10
DateMar 2024
Total AUM$927M
Discretionary$858.4M
Non-Disc.$68.6M
Employees16
Clients10
DateMar 2023
Total AUM$742.9M
Discretionary$673M
Non-Disc.$69.8M
Employees16
Clients0
DateMar 2022
Total AUM$864.4M
Discretionary$804.7M
Non-Disc.$59.7M
Employees16
Clients0
DateJan 2022
Total AUM$727.6M
Discretionary$685.3M
Non-Disc.$42.3M
Employees16
Clients0
DateOct 2021
Total AUM$727.6M
Discretionary$685.3M
Non-Disc.$42.3M
Employees16
Clients0
DateOct 2021
Total AUM$727.6M
Discretionary$685.3M
Non-Disc.$42.3M
Employees16
Clients0
DateMar 2021
Total AUM$727.6M
Discretionary$685.3M
Non-Disc.$42.3M
Employees16
Clients0
DateJun 2020
Total AUM$616.7M
Discretionary$578.4M
Non-Disc.$38.3M
Employees15
Clients0
DateMar 2020
Total AUM$616.7M
Discretionary$578.4M
Non-Disc.$38.3M
Employees15
Clients0
DateAug 2019
Total AUM$523.6M
Discretionary$488.3M
Non-Disc.$35.3M
Employees14
Clients0
DateMar 2019
Total AUM$523.6M
Discretionary$488.3M
Non-Disc.$35.3M
Employees14
Clients0
DateJan 2019
Total AUM$519.4M
Discretionary$483.4M
Non-Disc.$36.1M
Employees14
Clients0
DateDec 2018
Total AUM$519.4M
Discretionary$483.4M
Non-Disc.$36.1M
Employees14
Clients0
DateOct 2018
Total AUM$519.4M
Discretionary$483.4M
Non-Disc.$36.1M
Employees14
Clients0
DateFeb 2018
Total AUM$519.4M
Discretionary$483.4M
Non-Disc.$36.1M
Employees14
Clients0
DateFeb 2018
Total AUM$519.4M
Discretionary$483.4M
Non-Disc.$36.1M
Employees14
Clients0
DateMay 2017
Total AUM$390.3M
Discretionary$390.3M
Non-Disc.$0
Employees14
Clients500
DateMar 2017
Total AUM$390.3M
Discretionary$390.3M
Non-Disc.$0
Employees14
Clients500
DateFeb 2016
Total AUM$393.7M
Discretionary$393.7M
Non-Disc.$0
Employees14
Clients500
DateMar 2015
Total AUM$442.4M
Discretionary$399.8M
Non-Disc.$42.6M
Employees15
Clients1,500
DateDec 2014
Total AUM$423.4M
Discretionary$377.4M
Non-Disc.$46M
Employees13
Clients1,400
DateOct 2014
Total AUM$423.4M
Discretionary$377.4M
Non-Disc.$46M
Employees13
Clients1,400
DateMar 2014
Total AUM$380M
Discretionary$347M
Non-Disc.$32.9M
Employees13
Clients1,400
DateJan 2014
Total AUM$326.5M
Discretionary$286.7M
Non-Disc.$39.8M
Employees12
Clients1,400
DateDec 2013
Total AUM$326.5M
Discretionary$286.7M
Non-Disc.$39.8M
Employees12
Clients1,400
DateSep 2013
Total AUM$326.5M
Discretionary$286.7M
Non-Disc.$39.8M
Employees12
Clients1,400
DateApr 2013
Total AUM$359.6M
Discretionary$314.9M
Non-Disc.$44.7M
Employees13
Clients1,700
DateMar 2012
Total AUM$351.8M
Discretionary$307.2M
Non-Disc.$44.6M
Employees11
Clients1,700
DateDec 2011
Total AUM$385.5M
Discretionary$335.9M
Non-Disc.$49.6M
Employees11
Clients1,700
DateAug 2011
Total AUM$385.5M
Discretionary$335.9M
Non-Disc.$49.6M
Employees--
Clients--
DateAug 2011
Total AUM$385.5M
Discretionary$335.9M
Non-Disc.$49.6M
Employees--
Clients--
DateMar 2011
Total AUM$385.5M
Discretionary$335.9M
Non-Disc.$49.6M
Employees--
Clients--
DateFeb 2011
Total AUM$378.7M
Discretionary$330.1M
Non-Disc.$48.6M
Employees--
Clients--
DateDec 2010
Total AUM$378.7M
Discretionary$330.1M
Non-Disc.$48.6M
Employees--
Clients--
DateMar 2008
Total AUM$528.2M
Discretionary$401.9M
Non-Disc.$126.2M
Employees--
Clients--
DateDec 2007
Total AUM$433.3M
Discretionary$329.4M
Non-Disc.$103.9M
Employees--
Clients--
DateJun 2007
Total AUM$433.3M
Discretionary$329.4M
Non-Disc.$103.9M
Employees--
Clients--
DateMar 2007
Total AUM$394.2M
Discretionary$343M
Non-Disc.$51.2M
Employees--
Clients--
DateMar 2006
Total AUM$394.2M
Discretionary$343M
Non-Disc.$51.2M
Employees--
Clients--
DateJan 2006
Total AUM$357.8M
Discretionary$309.2M
Non-Disc.$48.6M
Employees10
Clients--
DateDec 2005
Total AUM$357.8M
Discretionary$309.2M
Non-Disc.$48.6M
Employees10
Clients--
DateSep 2005
Total AUM$357.8M
Discretionary$309.2M
Non-Disc.$48.6M
Employees10
Clients--
DateJun 2005
Total AUM$168M
Discretionary$151.2M
Non-Disc.$16.9M
Employees5
Clients--
DateJul 2004
Total AUM$168M
Discretionary$151.2M
Non-Disc.$16.9M
Employees5
Clients--