DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
G••••• A••••••• S•••••••• L••
Latest filing Aug 3, 2026
First filing on the tape Mar 30, 2012 · 51 filings
SEC status approved since Jun 14, 2001
RAUM
$3.2B
reported, Item 5.F
Discretionary
74%
of RAUM
Private clients
74%
$2.4B individuals and HNW
Advisors
49
registered through the firm on IAPD
RAUM per advisor
$64.9M
derived; firm RAUM over IAPD count
Employees
60
40 advisory (5.B.1)
Offices
7
beyond the principal office
Private funds
0
reported on Schedule D
History
51 filings and snapshots on the tape
RAUM$3.2B as of Aug 3, 2026
Mar 30, 2012$337M then
HNW client RAUM$1.9B as of Aug 3, 2026
Mar 27, 2018$739M then
State-registered IARs (5.B.3)50 as of Aug 3, 2026
Mar 14, 20139 then
Employees (5.A)60 as of Aug 3, 2026
Mar 14, 201314 then
Private funds: no history
RAUM +20% over the last fiscal year+15% a year over threeIARs 52 to 50
Practice profile
derived from the filing of Aug 3, 2026; every figure names its basis
Archetypes, each a printed rule
- b••• affiliated · Item 7.A.6 or 7.A.7 (bank or trust company affiliate) and a bank, bancorp or trust company as a 50 percent or greater owner on Schedule A
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $63.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 47derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.6MderivedHNW RAUM over HNW clients
- Average account
- $645,251derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 74%derivedof RAUM
- Institutional
- 26%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 6.3derived8 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- -3.8%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.1%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Ownership
- a bank, bancorp or trust company is a 50 percent or greater ownerderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.9B59%
- Pension and profit-sharing plans$786M25%
- Individuals$463M15%
- Charitable organizations$30.8M1.0%
- Corporations and businesses$12.4M0.4%
- Individual clients
- 1,629reported
- HNW clients
- 721reported
- Pension plan clients
- 88reported
- Charitable clients
- 17reported
- Accounts
- 4,930reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.74 fund_share=0.0 institutional_share=0.26 related_bd=true related_bank=false bd_reps=20.0derived
Advisors registered through the firm
44 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| L••• M•••• B•••• | King Of Prussia, Pa | Aug 26, 2011 | 32 y | 0 |
| R••• A••••• R•• | Mechanicsburg, Pa | Nov 29, 2011 | 25 y | 3 |
| C•••• L•• R•••• | King Of Prussia, Pa | Sep 9, 2014 | 17 y | 0 |
| C••••••••• M••••• B••••••Certified Financial Planner | King Of Prussia, Pa | Sep 16, 2014 | 12 y | 0 |
| K•••• M•••• R••••Certified Financial Planner | King Of Prussia, Pa | Dec 10, 2014 | 12 y | 0 |
| L• R•••••• F••••••• | Souderton, Pa | Feb 27, 2015 | 16 y | 1 |
| J•••• H••••• H•••• J•••••••Certified Financial Planner | Souderton, Pa | Mar 16, 2015 | 34 y | 0 |
| R•••••• J••• K•••••• | Souderton, Pa | Mar 16, 2015 | 22 y | 0 |
| C••••• M•••••• J••••••• | Souderton, Pa | Mar 16, 2015 | 19 y | 1 |
| J••••• L•••• S••••••••Certified Financial Planner | Souderton, Pa | Mar 16, 2015 | 12 y | 0 |
| M•••••• M•••••• S••••••Certified Financial Planner | Souderton, Pa | Mar 16, 2015 | 31 y | 1 |
| J••••• R•••••• B•••••Certified Financial Planner | Doylestown, Pa | Sep 25, 2015 | 19 y | 1 |
| T••••• W••••• R••••• | Souderton, Pa | Oct 30, 2015 | 29 y | 3 |
| M•••••• S•••••• S••••••• | Fort Myers, Fl | Jan 27, 2016 | 29 y | 2 |
| R•••• J• B•••• | King Of Prussia, Pa | Apr 26, 2018 | 10 y | 0 |
| P•••• A••• D••••Certified Financial Planner | King Of Prussia, Pa | Nov 5, 2018 | 12 y | 0 |
| P•••• J••• C•••• | Souderton, Pa | Jul 16, 2019 | 37 y | 0 |
| K•••• E•••••••• T•••• | Souderton, Pa | Jul 24, 2019 | 34 y | 0 |
| J••••• D••••• S•••• | Souderton, Pa | Jul 30, 2019 | 41 y | 0 |
| J••••••• L••• S••••••• | Souderton, Pa | Sep 25, 2019 | 21 y | 0 |
| B•••• K•••• F•••••••Certified Financial Planner | Souderton, Pa | Nov 12, 2019 | 32 y | 2 |
| B•••• K•••• H••••••••Certified Financial Planner | King Of Prussia, Pa | Dec 9, 2019 | 15 y | 0 |
| K•••• E•••••••• L••••••••• | Souderton, Pa | Mar 5, 2020 | 44 y | 0 |
| C••••••••• P•••••• P••••• | King Of Prussia, Pa | Oct 19, 2020 | 29 y | 1 |
| L••• E•••••••• A••••••• | Reading, Pa | Jun 9, 2021 | 11 y | 0 |
| T••••• J••••• F••••Certified Financial Planner | Souderton, Pa | Jul 23, 2021 | 10 y | 0 |
| B••••• H••••••• M•••••Certified Financial Planner | King Of Prussia, Pa | Jan 12, 2022 | 30 y | 1 |
| T••• A• F••••Certified Financial Planner, Chartered Financial Analyst | Sellersville, Pa | Mar 9, 2022 | 27 y | 4 |
| T•••••• D•••• E•••• | King Of Prussia, Pa | Jul 25, 2022 | 12 y | 1 |
| C••••••• M•••• B•••••• | Philadelphia, Pa | Aug 9, 2022 | 17 y | 0 |
| J••• H•••• J••••••••• | King Of Prussia, Pa | Jan 24, 2023 | 11 y | 0 |
| D•••• Z•••••• W•••• | King Of Prussa, Pa | Feb 23, 2023 | 10 y | 0 |
| L•••• F••••••• S•••••••Certified Financial Planner | Souderton, Pa | Jun 9, 2023 | 9 y | 0 |
| J••• L••••••••• | Lutherville Timonium, Md | Jul 20, 2023 | 21 y | 4 |
| R••• C••••••••• H••••••• | King Of Prussia, Pa | Jul 28, 2023 | 13 y | 0 |
| J•••• N••••••• C••••Certified Financial Planner | King Of Prussia, Pa | Apr 8, 2024 | 11 y | 4 |
| A••••• P••• M•••••••• | Souderton, Pa | Apr 18, 2024 | 17 y | 0 |
| A••••• B••••• Y•••Chartered Financial Analyst | King Of Prussia, Pa | May 14, 2024 | 12 y | 0 |
| J••••••• A••••• | King Of Prussia, Pa | Jul 1, 2024 | 11 y | 0 |
| M•••••• T• M•••••• | Souderton, Pa | Jun 16, 2025 | 12 y | 0 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount3 left over 36 months
Left, latest
- D•••• B•••• D••••• to E• W••••• A•••••••Sep 12, 2025 · RIA to RIA
- M•••••• F•••••• B•••• to M••••• W••••• M••••••••• G••••Sep 5, 2025 · RIA to RIA
- G••••• A•••••• G••••••• to C••••• I••••••••• A••••••• L••Dec 3, 2024 · RIA to affiliated broker-dealer or bank
- J•••• J••••• B••••• to E••••• J••••Sep 8, 2023 · RIA to affiliated broker-dealer or bank
- J••••••• F•••••• C••••• to C•••••••• W••••• A•••••••• L••Feb 2, 2023 · RIA to RIA
- J••• E••••• A••••••• to S••••••• W••••• M•••••••••Jan 4, 2023 · RIA to RIA
- S•••• J••••• C•••••• to I•• W••••• A••••••• L••Nov 22, 2022 · RIA to RIA
- J••• C•••• S••••••• to P•••••••• W••••• S••••••••• L••Nov 15, 2022 · RIA to RIA
- S••••• A• S•••••• to J•• W••••• A•••••••• L••Sep 13, 2022 · RIA to RIA
- E•• M•••• V••••• to N••••••••• M••••• I••••••••• S•••••••••Jul 7, 2022 · Other
- S•••• M•••••• M••••••• to C•••••••Jan 21, 2022 · Other
- J•••• M•••••• S••••••• to S••••• I••••••••• A••••••• G•••• L••Oct 16, 2020 · RIA to a state-registered adviser
- A•••••• A• V••••• to P••• V••••• I•••••••••Jun 1, 2020 · RIA to RIA
- K••••••• Q•••••• F•• to U•••••• I••••••••• I•••Jun 1, 2020 · Other
- E••••• M•••••• C•••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••Feb 26, 2020 · RIA to affiliated broker-dealer or bank
Joined, latest
- J••••• B• R•••• from A••••••••• F•••••••• S•••••••• L••Sep 17, 2026 · Affiliated broker-dealer or bank to independent RIA
- M••• D•••• M••••••••• from B•• M••••• S••••••••• C•••••••••Feb 19, 2026 · Other
- J•••• N••••••• C•••• from V••••••• A•••••••• I•••Apr 8, 2024 · Affiliated broker-dealer or bank to independent RIA
- M•••••• J••••• L••• from E•••••••• A•••••••• L••Sep 28, 2023 · Affiliated broker-dealer or bank to independent RIA
- J••• L••••••••• from P•• W••••• M•••••••••Jul 20, 2023 · Affiliated broker-dealer or bank to independent RIA
- G••••• A•••••• G••••••• from P•• W••••• M•••••••••Apr 11, 2023 · Affiliated broker-dealer or bank to independent RIA
- T•••••• D•••• E•••• from J••••• M••••••••• S•••• L••Jul 25, 2022 · Affiliated broker-dealer or bank to independent RIA
- T••• A• F•••• from E•• F•••••••• A•••••••Mar 9, 2022 · Affiliated broker-dealer or bank to independent RIA
- B••••• H••••••• M••••• from R•••••• M••••• A••••••••• I••Jan 12, 2022 · RIA to RIA
- D•••• B•••• D••••• from M••••• G••••• A••••••• I•••Jul 20, 2021 · RIA to RIA
- C••••••••• P•••••• P••••• from T• A••••••••• I•••Oct 19, 2020 · Other
- J••• C•••• S••••••• from W••••• M••••••••• S••••••••Sep 16, 2020 · RIA to RIA
- B•••• K•••• F••••••• from V••••••• A•••••••• I•••Nov 12, 2019 · Other
- A•••••• A• V••••• from M••••• S••••••Sep 18, 2019 · Wirehouse to independent RIA
- J••• E••••• A••••••• from T•• B••••• C••••••Aug 17, 2018 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••• L•••• M•••• · Chief Operations Officercontrolsince 04/2011 · owns less than 5%
- C••••• T••••••• S•••• · Chief Investment Officercontrolsince 01/2019 · owns less than 5%
- G•••••• D••••• W••••• · Presidentcontrolsince 04/2020 · owns less than 5%
- H•••••••• T•••••• E•••• · Chief Compliance Officercontrolsince 01/2019 · owns less than 5%
Entity owners
- U•••••• B••• A•• T•••• C•• · Parent Companydirect · owns 75% or more
- U•••••• F•••••••• C••••••••• · Parentindirect · owns 75% or more of U•••••• B••• A•• T•••• C•• · public reporting company
Related persons
Schedule D 7.A
- U•••••• I••••••••• I•••broker-dealerreal estatenRAUM $15.5M
- G••••• P•••••• S•••••••• L••investment advisernRAUM $734M
- U•••••• B••• • T•••• C•y
- U•••••• I••••••••• L••real estaten
Advisers that list G••••• A••••••• S•••••••• L•• as a related person
- 117901 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Souderton, Pa | 22 | 1 | 0 | ||
| King Of Prussia, Pa · principal | 22 | 2 | 0 | ||
| Doylestown, Pa | 3 | 1 | 0 | ||
| Olmsted Township, Oh | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Souderton, PA10 employees
- Doylestown, PA5 employees
- Reading, PA2 employees
- , 1 employees
- Lutherville Timonium, MD1 employees
- Fort Myers, FL1 employees
- Mechanicsburg, PA1 employees
What changed
consecutive filings, newest first
- Accounts · 4,636 to 4,930Jan 20, 2026 to Mar 31, 2026
- Advisory employees · 41 to 40Jan 20, 2026 to Mar 31, 2026
- BD registered reps · 24 to 20Jan 20, 2026 to Mar 31, 2026
- Charity clients · 18 to 17Jan 20, 2026 to Mar 31, 2026
- HNW clients · 661 to 721Jan 20, 2026 to Mar 31, 2026
- Individual clients · 1,597 to 1,629Jan 20, 2026 to Mar 31, 2026
- Pension plan clients · 75 to 88Jan 20, 2026 to Mar 31, 2026
- Employees · 57 to 60Jan 20, 2026 to Mar 31, 2026
- State-registered IARs · 52 to 50Jan 20, 2026 to Mar 31, 2026
- Discretionary RAUM · $2.0B to $2.3BJan 20, 2026 to Mar 31, 2026
- HNW RAUM · $1.6B to $1.9BJan 20, 2026 to Mar 31, 2026
- Individual RAUM · $394M to $463MJan 20, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $661M to $832MJan 20, 2026 to Mar 31, 2026
- Pension RAUM · $619M to $786MJan 20, 2026 to Mar 31, 2026
- RAUM · $2.7B to $3.2BJan 20, 2026 to Mar 31, 2026
- Accounts · 4,622 to 4,636Dec 3, 2024 to Mar 31, 2025
- Advisory employees · 42 to 41Dec 3, 2024 to Mar 31, 2025
- Charity clients · 20 to 18Dec 3, 2024 to Mar 31, 2025
- HNW clients · 606 to 661Dec 3, 2024 to Mar 31, 2025
- Individual clients · 1,708 to 1,597Dec 3, 2024 to Mar 31, 2025
- Pension plan clients · 65 to 75Dec 3, 2024 to Mar 31, 2025
- Financial planning clients · 51-100 to 101-250Dec 3, 2024 to Mar 31, 2025
- State-registered IARs · 53 to 52Dec 3, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.8B to $2.0BDec 3, 2024 to Mar 31, 2025
- HNW RAUM · $1.4B to $1.6BDec 3, 2024 to Mar 31, 2025
- Individual RAUM · $392M to $394MDec 3, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $571M to $661MDec 3, 2024 to Mar 31, 2025
- Pension RAUM · $517M to $619MDec 3, 2024 to Mar 31, 2025
- RAUM · $2.3B to $2.7BDec 3, 2024 to Mar 31, 2025
- Other offices · 8 to 7Jun 27, 2024 to Dec 3, 2024
- Other offices · 7 to 8Mar 28, 2024 to Jun 27, 2024
- Accounts · 4,577 to 4,622Nov 2, 2023 to Mar 28, 2024
- Advisory employees · 37 to 42Nov 2, 2023 to Mar 28, 2024
- BD registered reps · 22 to 24Nov 2, 2023 to Mar 28, 2024
- Charity clients · 17 to 20Nov 2, 2023 to Mar 28, 2024
- Corporate clients · 13 to 11Nov 2, 2023 to Mar 28, 2024
- HNW clients · 570 to 606Nov 2, 2023 to Mar 28, 2024
- Individual clients · 1,651 to 1,708Nov 2, 2023 to Mar 28, 2024
- Pension plan clients · 66 to 65Nov 2, 2023 to Mar 28, 2024
- Employees · 50 to 57Nov 2, 2023 to Mar 28, 2024
Signals
19 dated events
- J••••• B• R•••• registered as an investment adviser representative at G••••• A••••••• S•••••••• L••Sep 17, 2026 · a•••••• registered · fact
- D•••• B•••• D••••• left G••••• A••••••• S•••••••• L•• for E• W••••• A••••••• (registered 2025-10-08)Sep 12, 2025 · a•••••• firm change · fact
- M•••••• F•••••• B•••• left G••••• A••••••• S•••••••• L•• for M••••• W••••• M••••••••• G•••• (registered 2025-11-07)Sep 5, 2025 · a•••••• firm change · fact
- G••••• A•••••• G••••••• left G••••• A••••••• S•••••••• L•• for C••••• I••••••••• A••••••• L•• (registered 2025-06-02)Dec 3, 2024 · a•••••• firm change · fact
- J•••• J••••• B••••• left G••••• A••••••• S•••••••• L•• for E••••• J•••• (registered 2023-09-12)Sep 8, 2023 · a•••••• firm change · fact
- J••••••• F•••••• C••••• left G••••• A••••••• S•••••••• L•• for C•••••••• W••••• A•••••••• L•• (registered 2023-02-10)Feb 2, 2023 · a•••••• firm change · fact
- J••• E••••• A••••••• left G••••• A••••••• S•••••••• L•• for S••••••• W••••• M••••••••• (registered 2022-12-23)Jan 4, 2023 · a•••••• firm change · fact
- S•••• J••••• C•••••• left G••••• A••••••• S•••••••• L•• for I•• W••••• A••••••• L•• (registered 2022-12-22)Nov 22, 2022 · a•••••• firm change · fact
- J••• C•••• S••••••• left G••••• A••••••• S•••••••• L•• for P•••••••• W••••• S••••••••• L•• (registered 2023-03-31)Nov 15, 2022 · a•••••• firm change · fact
- S••••• A• S•••••• left G••••• A••••••• S•••••••• L•• for J•• W••••• A•••••••• L•• (registered 2022-10-03)Sep 13, 2022 · a•••••• firm change · fact
- E•• M•••• V••••• left G••••• A••••••• S•••••••• L•• for N••••••••• M••••• I••••••••• S••••••••• (registered 2025-12-17)Jul 7, 2022 · a•••••• firm change · fact
- S•••• M•••••• M••••••• left G••••• A••••••• S•••••••• L•• for Captrust (registered 2022-03-28)Jan 21, 2022 · a•••••• firm change · fact
- S•••• Timothy Chubb (Chief Investment Officer) appeared on Schedule A of G••••• A••••••• S•••••••• L••Jan 28, 2021 · Control person joined · fact
- Warren David Geibel (President) appeared on Schedule A of G••••• A••••••• S•••••••• L••Apr 8, 2020 · Control person joined · fact
- B•••• Kevin Norris (President) no longer on Schedule A of G••••• A••••••• S•••••••• L•• (listed 2020-03-31, absent 2020-04-08)Apr 8, 2020 · Control person left · inference
- G••••• A••••••• S•••••••• L•• reported 46 state-registered advisory representatives, up from 35 (2019-08-15 to 2020-03-31)Mar 31, 2020 · ria a•••••• headcount change · derived
- G••••• P••••••• L••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Jan 9, 2019 · Succession (Item 4) · fact
- G••••• A••••••• S•••••••• L•• reported RAUM $1.3B, up 41% from $902.2M (2017-03-23 to 2018-03-27)Mar 27, 2018 · RAUM change · derived
- G••••• A••••••• S•••••••• L•• reported 36 state-registered advisory representatives, up from 18 (2017-03-23 to 2018-03-27)Mar 27, 2018 · ria a•••••• headcount change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/girard-partners-ltdreportedpublic record, Form ADV, Sep 19, 2026
- Website
- MEETG•••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 610-337-7640reportedpublic record, Form ADV, Aug 3, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $64.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026