Stanley-Laman Group Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Berwyn, PA. Its latest Form ADV filing, dated April 27, 2026, reports $1.0B in regulatory assets under management, 24 employees, and 787 accounts.
Assets Under Management
$1.0B
Employees
24
Offices
--
Total Clients
301
Primary office
BERWYN, PA
1235 WESTLAKES DR, SUITE 295, BERWYN, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.4% of total clients.
Top client categories% of clientsClients
1
HNWI
66.4%
200
2
Corporations
24.9%
75
3
Individuals
8.3%
25
4
Pooled Investment Vehicles
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of April 27, 2026
Discretionary94.2%
$964M
94% of total RAUM94.2%
Non-discretionary5.8%
$60M
6% of total RAUM5.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.0B
Total Accounts787
10Y AUM Change+$412M (+67.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee13:1
10Y Employee Change+6 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.