Dakota
Dakota
Book a Demo
Talk to an Expert

Ella Financial Advising, LLC

EST. AUM
$106,855,983

CONTACTS

CLIENT ACCOUNTS
226

Firm Details

Metro area San Francisco
CRD Number 307357
Website ellafinancialadvising.com
Client types

Overview

Ella Financial Advising is a U.S.-based financial advisory firm providing personalized financial planning and investment advisory services primarily to individuals and families. The firm focuses on helping clients manage wealth through structured financial plans, including retirement, tax strategies, and life-stage planning. It operates as a fiduciary advisor, aligning investment recommendations with client goals and risk tolerance. Services include portfolio construction, ongoing advisory, and holistic financial guidance. The firm emphasizes accessibility and tailored advice rather than institutional asset management. Its client base appears to consist mainly of retail investors seeking long-term financial planning support.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy