BIONDO INVESTMENT ADVISORS LLC
SEC RegisteredIntegrity. Service. Results.
About the firm
Biondo Investment Advisors, LLC (The Biondo Group) is a comprehensive financial services firm whose mission is to provide financial guidance and solutions that are personally suited to the needs and long-term goals of people, families, and businesses. The firm combines comprehensive financial planning and investment management across all facets of clients' financial lives, guided by a commitment to trust, accessibility, and outstanding service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers investment management, estate and tax planning, financial planning, retirement planning, education planning, and institutional advisory services, utilizing a comprehensive and holistic approach that considers risk tolerance, time horizon, liquidity needs, and long-term goals.
Who they serve
Individuals, business owners, and families, including those still working, near retirement, or in retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 842 | $204M |
| High Net Worth Individuals | 266 | $894M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 5 | $17M |
| State/Municipal Entities | 8 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
14 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
12 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Equity SMA Level 1 < $1M | 1.50% |
| Equity SMA Level 1 $1M-$5M | 1.00% |
| Equity SMA Level 1 $5M-$10M | 0.75% |
| Equity SMA Level 2 < $1M | 1.50% |
| Equity SMA Level 2 $1M-$5M | 1.00% |
| Equity SMA Level 2 $5M-$10M | 0.75% |
| Equity SMA Level 3 < $1M | 1.25% |
| Equity SMA Level 3 $1M-$5M | 0.75% |
| Equity SMA Level 3 $5M-$10M | 0.50% |
| ETF < $1M | 1.00% |
| ETF $1M-$5M | 0.75% |
| ETF $5M-$10M | 0.50% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BIONDO INVESTMENT ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.