Archetype Advisors, LLC

Archetype Advisors, LLC (CRD# 156527) is a financial advisory firm headquartered in Doylestown, PA. They manage $30,388,644 in 168 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $180,885
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, NY, PA, TX

Financial Advisors at Archetype Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William J. Lahr
CRD#: 4936279
72 East State Street, Doylestown, PA 18901
96
Wealthminder
score

William Lahr (CRD# 4936279) is an Investment Advisor Representative working at Archetype Advisors, LLC in Doylestown, PA and has over 11 years of experience in the finance industry. William Lahr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Dennis O. Beadle
CRD#: 1137908
57 West 57th Street, 4th Floor, New York, NY 10019
63
Wealthminder
score

Dennis Beadle (CRD# 1137908) is an Investment Advisor Representative working at Archetype Advisors, LLC in New York, NY and has over 32 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.