RIA Intel›Advisers›Pennsylvania›GIRARD ADVISORY SERVICES, LLC

GIRARD ADVISORY SERVICES, LLC

Advisory

N·KING OF PRUSSIA, PA

Data as of Jan 20, 2026 · Source: SEC Form ADV

Total AUM
$2.7B
1-Year AUM Growth
+12.2%
3-Year CAGR
+6.5%
Employees
41
Assets Under Management
Total AUM$2.7B
Discretionary AUM$2.0B
Non-Discretionary AUM$661M
Discretionary %75.1%
Total Clients2,362
Team
Total Employees41
Investment Advisers57
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record65
First FilingJun 11, 2001
Latest FilingJan 20, 2026
🔒 Full AUM trend chart and 65 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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