KING OF PRUSSIA, PACRD 39163Latest ADV March 31, 2026
Girard Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in King Of Prussia, PA. Its latest Form ADV filing, dated March 31, 2026, reports $3.2B in regulatory assets under management, 60 employees, 7 offices, and 4,930 accounts.
Assets Under Management
$3.2B
Employees
60
Offices
7 offices
Total Clients
2,466
Primary office
KING OF PRUSSIA, PA
555 CROTON ROAD, SUITE 210, KING OF PRUSSIA, PA, United States
Top client segmentIndividuals represent 66.1% of total clients.
Top client categories% of clientsClients
1
Individuals
66.1%
1,629
2
HNWI
29.2%
721
3
Pension Plans
3.6%
88
4
Charitable
0.7%
17
5
Corporations
0.4%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.2Bas of March 31, 2026
Discretionary73.9%
$2.3B
74% of total RAUM73.9%
Non-discretionary26.1%
$832M
26% of total RAUM26.1%
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$3.2B
Total Accounts4,930
10Y AUM Change+$2.3B (+252.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees60
Clients per Employee41:1
10Y Employee Change+34 (+130.8%)
* 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.