# Girard Advisory Services, LLC

> Girard Advisory Services, LLC is an SEC-registered investment advisory firm in King of Prussia, PA, registered since 2001, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 39163
- Filed as: GIRARD ADVISORY SERVICES, LLC
- Also doing business as: GIRARD, GIRARD, A UNIVEST WEALTH DIVISION
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: King of Prussia, PA
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/39163
- AdvisorCensus page: https://advisorcensus.com/firm/girard-advisory-services-llc-king-of-prussia-pa-39163

## Quick answers

**How is Girard Advisory Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Girard Advisory Services, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Girard Advisory Services, LLC located?**
Girard Advisory Services, LLC's principal office is in King of Prussia, PA, according to its Form ADV; the September 2026 filing also lists 6 other offices (Schedule D, Section 1.F).

**Is Girard Advisory Services, LLC registered with the SEC or a state?**
Girard Advisory Services, LLC is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 39163.

**How much does Girard Advisory Services, LLC manage?**
Girard Advisory Services, LLC reports $3,181,086,908 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (74% discretionary).

**How have Girard Advisory Services, LLC's assets and staff changed since 2021?**
In the Form ADV data for Girard Advisory Services, LLC: Regulatory assets under management: $1,940,449,177 in the October 2021 data and $3,181,086,908 in the October 2026 data, up 64%. Total employees: 48 in October 2021 and 60 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Girard Advisory Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,629); high net worth individuals (721); pension and profit sharing plans (but not the plan participants or government pension plans) (88).

**Which custodians does Girard Advisory Services, LLC use?**
Girard Advisory Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Girard Advisory Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/39163

**What changed in Girard Advisory Services, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 41 to 40. Regulatory assets under management went from $2,652,300,000 to $3,181,086,908 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $3,181,086,908
- Discretionary: $2,349,345,367
- Non-discretionary: $831,741,541

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,629 | $462,898,060 |
| High net worth individuals | 721 | $1,888,977,803 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 88 | $785,941,905 |
| Charitable organizations | 17 | $30,824,533 |
| Corporations or other businesses not listed above | 11 | $12,444,607 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2001 (25 years)
- Employees: 60 total, 40 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CT, DC, DE, FL, IL, IN, MA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, SD, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Doylestown, PA
- Fort Myers, FL
- Lutherville Timonium, MD
- Mechanicsburg, PA
- Reading, PA
- Souderton, PA

### Websites listed on Form ADV (Item 1.I)
- meetgirard.com
- Facebook @MeetGirard
- LinkedIn @girard-partners-ltd
- X @MeetGirard

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,940,449,177 | 48 | June 14, 2021 |
| October 2022 | $2,415,239,580 | 51 | March 25, 2022 |
| October 2023 | $2,079,898,541 | 50 | September 15, 2023 |
| October 2024 | $2,333,655,591 | 57 | June 27, 2024 |
| October 2025 | $2,652,300,000 | 57 | March 31, 2025 |
| October 2026 | $3,181,086,908 | 60 | August 3, 2026 |

Regulatory assets under management: $1,940,449,177 in the October 2021 data and $3,181,086,908 in the October 2026 data, up 64%.
Total employees: 48 in October 2021 and 60 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 41 to 40.
- Regulatory assets under management went from $2,652,300,000 to $3,181,086,908 (+20%).

### February 2026
- Registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Girard Advisory Services, LLC (CRD 39163): Form ADV filing data as of October 2026.