Guardian Asset Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Guardian Asset Advisors reports 1,201 clients. They include 1,099 individual clients, 97 high-net-worth individuals and 4 charitable organizations. Of its assets, 97.5% ($271M across 1,283 accounts) are managed with discretion; $6.91M across 26 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 92% | 60% |
| High-net-worth individuals | 8% | 38% |
| Charitable organizations | <1% | 2% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,099 | $167M | 59.8% | $152K |
| High-net-worth individuals | 97 | $106M | 38.2% | $1.1M |
| Charitable organizations | Fewer than 5 | $4.24M | 1.5% | $1.06M |
| Corporations and other businesses | Fewer than 5 | $1.2M | 0.4% | $1.2M |
| Total | 1,201 | $278M | 100% | — |
- Clients
- 1,099
- Regulatory AUM
- $167M
- AUM share
- 59.8%
- Avg. per client
- $152K
- Clients
- 97
- Regulatory AUM
- $106M
- AUM share
- 38.2%
- Avg. per client
- $1.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.24M
- AUM share
- 1.5%
- Avg. per client
- $1.06M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.2M
- AUM share
- 0.4%
- Avg. per client
- $1.2M
Total
- Clients
- 1,201
- Regulatory AUM
- $278M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Guardian Asset Advisors charges 0.75%–2.50% a year for its Asset Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning & Consulting
- Billed hourly up to $350 or as a flat fee up to $15,000, based on scope, with a retainer of 50% of the fee at signing.
David Marrazzo owns 75% or more of Guardian Asset Advisors. The leadership team of Guardian Asset Advisors includes Chief Compliance Officer David Marrazzo. It has 8 employees.
Leadership
- David MarrazzoManaging Member and Chief Compliance Officer
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
- Jason Moore Giordano
- Darren Bradley Gutshall
- Craig A Hahnlen
- John Harold Kirschner III
- Anthony David Marrazzo
- David William Marrazzo
- Joseph G Marrazzo JR
- Matthew Robert Marrazzo
- David Lee Noggle
Staff
- 8 employees
- 8 in advisory functions
- 8 state-registered reps
- 8 broker-dealer reps
- 7 insurance agents
- Owns 75% or more of Guardian Asset Advisors, LLC
David Marrazzo
Control person · since August 2007
Guardian Asset Advisors’ regulatory assets grew 2.5× from $110M (July 2021) to $278M (August 2026); clients rose from 460 to 1,201 and employees from 7 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $278M | 1,201 | 8 | 5 |
| June 2025 | $246M | 822 | 8 | 5 |
| July 2024 | $201M | 813 | 7 | 5 |
| February 2023 | $164M | 1,144 | 7 | 5 |
| June 2022 | $193M | 680 | 7 | 5 |
| July 2021 | $110M | 460 | 7 | 3 |
Besides its headquarters, Guardian Asset Advisors has 4 offices (1 private residence, listed without an address), with 4 listed addresses in Pennsylvania.
Pennsylvania · 4 listed addresses
- 5000 Ritter RD, Suite 202, MechanicsburgHQ
- 501 S Arlington Ave., Harrisburg
- 975 Berkshire BLVD #104, Wyomissing
- 1249 Cocoa Ave, Hershey
Other business names
Guardian Asset Advisors has reported 3 other business names to the SEC.
- Guardian Asset Advisors LLC
- Marrazzo & Associates Financial Group
- Sentinel Integrated Planning
Contact and registration details
- Legal name
- Guardian Asset Advisors, LLC
- Headquarters
- 5000 Ritter RD, Suite 202, Mechanicsburg, PA 17055
- Website
- guardianassetadvisors.com
- Phone
- 717-691-3003
- SEC file
- 801-120536
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Guardian Asset Advisors uses Charles Schwab ($273M) as custodian for its separately managed accounts. Guardian Asset Advisors has custody of $253M in client assets for 1,126 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, NE · $273M100%
At year end, Guardian Asset Advisors’ separately managed accounts were largely in funds (46%) and stocks (43%). Its reported 13F holdings for the quarter ended 30 June 2026 total $217M across 124 positions; the largest are Apple Inc. (11.7%), SPDR Series Trust (5.2%) and Nvidia Corporation (5.2%).
What the accounts hold
- Stocks43%
- Funds46%
- Cash11%
Reported 13F holdings
- $217M
- Reported 13F value
- 124
- Positions
- 46.1%
- In the 10 largest
- +26.7%
- Value vs. prior quarter
- Apple Inc.11.7%
- SPDR Series Trust · ST Str P500etf5.2%
- Nvidia Corporation5.2%
- Invesco Exch Traded FD TR II · Nasdaq 100 ETF5.1%
- Amazon Com Inc.4.9%
- SPDR Series Trust · ST Inter BD ETF3.6%
- Invesco Exchange Traded FD T · S&P Mdcp Momntum2.9%
- Berkshire Hathaway Inc. Del · CL B New2.6%
- Microsoft Corp.2.6%
- Vertiv Holdings CO · Com CL A2.2%
Together, the ten largest are 46.1% of reported value.
How many clients does Guardian Asset Advisors have?
Guardian Asset Advisors has 1,201 clients and manages $278 million for them, as of August 2026. They include 1,099 individual clients, 97 high-net-worth individuals and 4 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 August 2026
What services does Guardian Asset Advisors offer?
Guardian Asset Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Guardian Asset Advisors charge?
Guardian Asset Advisors charges 0.75%–2.50% a year for its Asset Management. The fee is billed in advance and is negotiable.
Source: GAA - ADV PART 2A - FIRM BROCHURE, filed 7 July 2026
Which custodians does Guardian Asset Advisors use?
Guardian Asset Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, NE), with $273M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 August 2026
How many financial advisors does Guardian Asset Advisors have?
Guardian Asset Advisors has 8 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. 8 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Guardian Asset Advisors invest in?
At the end of its last fiscal year, Guardian Asset Advisors’ separately managed accounts held 46% registered funds (mutual funds, ETFs, BDCs), 43% exchange-traded equities and 11% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Guardian Asset Advisors?
Guardian Asset Advisors’ direct owner is David Marrazzo (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 August 2026
How does Guardian Asset Advisors get paid?
Guardian Asset Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Guardian Asset Advisors registered with the SEC?
Yes, Guardian Asset Advisors has been registered with the SEC as an investment adviser since 15 March 2021. Its CRD number is 144958 and its SEC file number is 801-120536.
Source: Form ADV Part 1A, Item 1, filed 3 August 2026; IAPD firm record
How do I contact Guardian Asset Advisors?
Guardian Asset Advisors’ main office is at 5000 Ritter RD, Suite 202, Mechanicsburg, PA 17055. Its phone number is 717-691-3003. Its website is guardianassetadvisors.com.