RIA Intel›Advisers›Pennsylvania›THE MARSHALL FINANCIAL GROUP, INC

THE MARSHALL FINANCIAL GROUP, INC

Advisory

N·DOYLESTOWN, PA

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM

$866M

1-Year AUM Growth

+11.2%

3-Year CAGR

+1.2%

Employees

20

Assets Under Management

Total AUM$866M

Discretionary AUM$865M

Non-Discretionary AUM$1M

Discretionary %99.9%

Total Clients515

Team

Total Employees20

Investment Advisers20

Employee Growth (1Y)+4.8%

Filing History

Total Filings on Record50

First FilingAug 26, 2003

Latest FilingMar 31, 2025

🔒 Full AUM trend chart and 50 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on THE MARSHALL FINANCIAL GROUP, INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.