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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

GLEN EAGLE ADVISORS, LLC

CRD 282920

KINGSTON, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5488b117-4976-2b63-37d7-118f84557b74

Data as of Apr 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 28
Dated events: 11
On other graphs: 0
Observed: Feb 18, 2016 to Apr 2, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.02 related_bd=true related_bank=false bd_reps=17.0
Regulatory AUM: $1.0BItem 5.F on the latest filing (2026-04-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.0B
Private client RAUM: $995MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $85.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 21
Advisory employees: 17
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 3,401
Individual clients: 3,026
High net worth clients: 335
SEC number: 801-79298
CRD: 282920
Filings on the tape: 28
First filed: Feb 18, 2016
Latest filed: Apr 2, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHARLES EDWARD NADDAFF	n/a	Langhorne, PA	10	40	1	yes
SUSAN ANN MICHEL	n/a	KINGSTON, NJ	10	38	n/a	yes
KATHY ANNE LOBUE	n/a	Freehold, NJ \| KINGSTON, NJ	10	27	2	no
JAY S LIPSCHUTZ	n/a	Ft Washington, PA \| KINGSTON, NJ	9	37	n/a	yes
STEVAN KARL RADANOVIC	n/a	KINGSTON, NJ	9	40	n/a	yes
CHARLES Edward NADDAFF	n/a	Langhorne, PA	8	10	n/a	yes
Margaret Jane Gore	n/a	KINGSTON, NJ	7	14	6	yes
ROBERT FREEMAN MICHEL	n/a	KINGSTON, NJ \| Philadelphia, PA	7	14	n/a	yes
Ann Schnorr Monaghan	n/a	KINGSTON, NJ	6	34	2	yes
ZACHARY RYAN FEINBERG	n/a	KINGSTON, NJ	1	14	n/a	yes
Nicole Marie Baptista	Certified Financial Planner	KINGSTON, NJ \| Freehold, NJ	1	10	n/a	no
JAMES PATRICK OBOYLE	n/a	KINGSTON, NJ \| Charlottesville, VA	1	12	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FERNANDEZ, CAROL ANN	CHIEF FINANCIAL AND OPERATIONS PRINCIPAL	Na	yes	07/2019	Apr 2, 2026	Apr 2, 2026
GLEN EAGLE INVESTMENTS, INC.	Owner	E	yes	05/1988	Apr 2, 2026	Apr 2, 2026
MICHEL, ROBERT, Freeman	Cio	Na	yes	01/2018	Apr 2, 2026	Apr 2, 2026
MICHEL, SUSAN, ANN	CHIEF EXECUTIVE OFFICER	Na	yes	04/2012	Apr 2, 2026	Apr 2, 2026
OBOYLE, JAMES, PATRICK	CHIEF COMPLIANCE OFFICER	Na	yes	06/2024	Apr 2, 2026	Apr 2, 2026
FERNANDEZ, CAROL ANN	COMMON SHAREHOLDER	F	yes	01/2023	Mar 29, 2020	Aug 19, 2024
MICHEL, ROBERT, Freeman	COMMON SHAREHOLDER	F	yes	01/2023	Apr 19, 2022	Aug 19, 2024
MICHEL, SUSAN, ANN	COMMON SHAREHOLDER	E	yes	05/1988	Feb 18, 2016	Aug 19, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
GLEN EAGLE WEALTH, LLC	n/a	Former SEC adviser	$128M	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Freehold	Nj	United States	3	no
Langhorne	Pa	United States	3	yes
Horsham	Pa	United States	1	yes
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 11 of 12

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 2, 2026	$1.0B	$1.0B	21	17	3	n/a	n/a
2024	Mar 21, 2025	$881M	$881M	21	17	4	n/a	n/a
2023	Mar 27, 2024	$714M	$714M	21	17	4	n/a	n/a
2022	Apr 7, 2023	$570M	$570M	23	20	4	n/a	n/a
2021	Mar 2, 2022	$617M	$617M	20	16	4	n/a	n/a
2020	Mar 31, 2021	$641M	$641M	18	16	5	n/a	n/a
2019	Mar 29, 2020	$405M	$379M	18	16	3	n/a	n/a
2018	Mar 26, 2019	$302M	$282M	18	16	3	n/a	n/a
2017	Mar 29, 2018	$259M	$240M	18	15	3	n/a	n/a
2016	Apr 1, 2017	$148M	$136M	18	13	n/a	n/a	n/a
2015	Mar 17, 2016	$138M	$116M	14	14	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.0B	$881M	16.6%	$570M	21.7%	21	21	3	4

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
GLEN EAGLE ADVISORS, LLC	4	Mar 9, 2016	Mar 18, 2016	KINGSTON, NJ	Firm absorbed	Other	100.0%

Relationships

Affiliated with (2)

→ GLEN EAGLE ADVISORS, LLCRegistered adviserbroker-dealer, common control
factForm ADV
← ALOOOLARegistered adviserother investment adviser, common control
factForm ADV

Registered with (17)

← JAMES PATRICK OBOYLEAdvisorregistration: current employment
Jun 25, 2025 to presentfactForm ADV
← Nicole Marie BaptistaAdvisorregistration: current employment
May 20, 2025 to presentfactForm ADV
← ZACHARY RYAN FEINBERGAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Ann Schnorr MonaghanAdvisorregistration: current employment
May 8, 2020 to presentfactForm ADV
← ROBERT FREEMAN MICHELAdvisorregistration: current employment
Sep 11, 2019 to presentfactForm ADV
← Margaret Jane GoreAdvisorregistration: current employment
Feb 1, 2019 to presentfactForm ADV
← CHARLES Edward NADDAFFAdvisorregistration: current employment
Jun 29, 2018 to presentfactForm ADV
← STEVAN KARL RADANOVICAdvisorregistration: current employment
Jul 11, 2017 to presentfactForm ADV
← JAY S LIPSCHUTZAdvisorregistration: current employment
Apr 26, 2017 to presentfactForm ADV
← CHARLES EDWARD NADDAFFAdvisorregistration: current employment
Mar 17, 2016 to presentfactForm ADV
← SUSAN ANN MICHELAdvisorregistration: current employment
Mar 17, 2016 to presentfactForm ADV
← KATHY ANNE LOBUEAdvisorregistration: current employment
Mar 17, 2016 to presentfactForm ADV
← TAYLOR A FELLINEAdvisorregistration: previous registration
Jun 24, 2019 to Jan 16, 2024factForm ADV
← Kayla Alexus RodriguezAdvisorregistration: previous registration
Jul 8, 2019 to Jan 16, 2024factForm ADV
← Gary Allen MoodyAdvisorregistration: previous registration
Mar 17, 2016 to Dec 17, 2019factForm ADV
← ROBERT ENGAdvisorregistration: previous registration
Mar 17, 2016 to Nov 1, 2019factForm ADV
← JOSEPH JOHN GORMLEYAdvisorregistration: previous registration
Mar 18, 2016 to May 17, 2019factForm ADV

Controls (5)

← MICHEL, SUSAN, ANNOwnerCOMMON SHAREHOLDER, ownership code E, individual
Feb 18, 2016 to Aug 19, 2024factForm ADV
← FERNANDEZ, CAROL ANNOwnerCOMMON SHAREHOLDER, ownership code F, individual
Mar 29, 2020 to Aug 19, 2024factForm ADV
← MICHEL, ROBERT, FreemanOwnerCOMMON SHAREHOLDER, ownership code F, individual
Apr 19, 2022 to Aug 19, 2024factForm ADV
← OBOYLE, JAMES, PATRICKOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 19, 2024 to Aug 19, 2024factForm ADV
← GLEN EAGLE INVESTMENTS, INC.OwnerOWNER, ownership code E, domestic entity
Apr 7, 2023 to Aug 19, 2024factForm ADV

Moved with (1)

← GLEN EAGLE ADVISORS, LLCRegistered adviser4 advisors, firm absorbed
Mar 9, 2016 to Mar 18, 2016factForm ADV

Dated events

Occurred
Aug 19, 2024
Control person joined
Patrick James Oboyle (Chief Compliance Officer) appeared on Schedule A of Glen Eagle Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Mar 27, 2024
Regulatory AUM changed
Glen Eagle Advisors, Llc reported RAUM $714.2M, up 25% from $569.7M (2023-06-27 to 2024-03-27)
Form ADVobserved 6 days ago
$144M
Occurred
Jan 16, 2024
Advisor changed firm
Taylor A Felline left Glen Eagle Advisors, Llc for Morgan Stanley (registered 2021-05-05)
Form ADVobserved 6 days ago
Occurred
Jan 16, 2024
Advisor changed firm
Kayla Alexus Rodriguez left Glen Eagle Advisors, Llc for Mariner (registered 2021-10-04)
Form ADVobserved 6 days ago
Occurred
Apr 7, 2023
Control person left
William Vincent Favaro (Cco) no longer on Schedule A of Glen Eagle Advisors, Llc (listed 2022-05-31, absent 2023-04-07)
Form ADVobserved 6 days ago
Occurred
Apr 19, 2022
Control person joined
Freeman Robert Michel (Cio) appeared on Schedule A of Glen Eagle Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Apr 19, 2022
Control person joined
William Vincent Favaro (Cco) appeared on Schedule A of Glen Eagle Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Regulatory AUM changed
Glen Eagle Advisors, Llc reported RAUM $641.4M, up 58% from $405.3M (2020-06-29 to 2021-03-31)
Form ADVobserved 6 days ago
$236M
Occurred
Mar 29, 2020
Regulatory AUM changed
Glen Eagle Advisors, Llc reported RAUM $405.3M, up 34% from $301.9M (2019-12-04 to 2020-03-29)
Form ADVobserved 6 days ago
$103M
Occurred
Dec 2, 2019
Control person joined
Elizabeth Susan Dumont (Chief Compliance Officer) appeared on Schedule A of Glen Eagle Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Dec 2, 2019
Control person left
A Gary Moody (Chief Compliance Officer) no longer on Schedule A of Glen Eagle Advisors, Llc (listed 2019-03-26, absent 2019-12-02)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5488b117-4976-2b63-37d7-118f84557b74
First observed: Feb 18, 2016
Last observed: Apr 2, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GLEN EAGLE ADVISORS, LLC

CRD 282920

KINGSTON, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5488b117-4976-2b63-37d7-118f84557b74

Data as of Apr 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:38 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHARLES EDWARD NADDAFF

n/a

Langhorne, PA

yes

SUSAN ANN MICHEL

n/a

KINGSTON, NJ

n/a

yes

KATHY ANNE LOBUE

n/a

Freehold, NJ | KINGSTON, NJ

JAY S LIPSCHUTZ

n/a

Ft Washington, PA | KINGSTON, NJ

n/a

yes

STEVAN KARL RADANOVIC

n/a

KINGSTON, NJ

n/a

yes

CHARLES Edward NADDAFF

n/a

Langhorne, PA

n/a

yes

Margaret Jane Gore

n/a

KINGSTON, NJ

yes

ROBERT FREEMAN MICHEL

n/a

KINGSTON, NJ | Philadelphia, PA

n/a

yes

Ann Schnorr Monaghan

n/a

KINGSTON, NJ

yes

ZACHARY RYAN FEINBERG

n/a

KINGSTON, NJ

n/a

yes

Nicole Marie Baptista

Certified Financial Planner

KINGSTON, NJ | Freehold, NJ

n/a

JAMES PATRICK OBOYLE

n/a

KINGSTON, NJ | Charlottesville, VA

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FERNANDEZ, CAROL ANN

CHIEF FINANCIAL AND OPERATIONS PRINCIPAL

yes

07/2019

Apr 2, 2026

GLEN EAGLE INVESTMENTS, INC.

Owner

yes

05/1988

Apr 2, 2026

MICHEL, ROBERT, Freeman

Cio

yes

01/2018

Apr 2, 2026

MICHEL, SUSAN, ANN

CHIEF EXECUTIVE OFFICER

yes

04/2012

Apr 2, 2026

OBOYLE, JAMES, PATRICK

CHIEF COMPLIANCE OFFICER

yes

06/2024

Apr 2, 2026

FERNANDEZ, CAROL ANN

COMMON SHAREHOLDER

yes

01/2023

Mar 29, 2020

Aug 19, 2024

MICHEL, ROBERT, Freeman

COMMON SHAREHOLDER

yes

01/2023

Apr 19, 2022

Aug 19, 2024

MICHEL, SUSAN, ANN

COMMON SHAREHOLDER

yes

05/1988

Feb 18, 2016

Aug 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GLEN EAGLE WEALTH, LLC

n/a

Former SEC adviser

$128M

yes

n/a

City

State

Country

Employees

Also broker-dealer

Freehold

United States

Langhorne

United States

yes

Horsham

United States

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 2, 2026

$1.0B

n/a

2024

Mar 21, 2025

$881M

n/a

2023

Mar 27, 2024

$714M

n/a

2022

Apr 7, 2023

$570M

n/a

2021

Mar 2, 2022

$617M

n/a

2020

Mar 31, 2021

$641M

n/a

2019

Mar 29, 2020

$405M

$379M

n/a

2018

Mar 26, 2019

$302M

$282M

n/a

2017

Mar 29, 2018

$259M

$240M

n/a

2016

Apr 1, 2017

$148M

$136M

n/a

2015

Mar 17, 2016

$138M

$116M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.0B

$881M

16.6%

$570M

21.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

GLEN EAGLE ADVISORS, LLC

Mar 9, 2016

Mar 18, 2016

KINGSTON, NJ

Firm absorbed

Other

100.0%