Girard Partners Ltd.

Girard Partners Ltd. (CRD# 39163) is a financial advisory firm headquartered in King Of Prussia, PA. They manage $678,365,363 in 2,161 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    678
    MILLION
  • Total Number of Accounts
    2,161
    ACCOUNTS
  • Average Account Value
    $313,913
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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
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.

CA, CT, DC, DE, FL, IL, IN, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WV

Financial Advisors at Girard Partners Ltd.
Showing 1 - 10 of 31 top financial advisors.
1
James H. Jacobson
CRD#: 2227261
41 West Broad Street, Souderton, PA 18964
96
Wealthminder
score

James Jacobson (CRD# 2227261) is an Investment Advisor Representative working at Girard Partners Ltd. in Souderton, PA and has over 25 years of experience in the finance industry. James Jacobson 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
James M. Spindler
CRD#: 2342168
14 N Main Street, Souderton, PA 18964
96
Wealthminder
score

James Spindler (CRD# 2342168) is an Investment Advisor Representative working at Girard Partners Ltd. in Souderton, PA and has over 24 years of experience in the finance industry. James Spindler 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.

3
Michael M. Stewart
CRD#: 2554389
41 West Broad Street, Souderton, PA 18964
96
Wealthminder
score

Michael Stewart (CRD# 2554389) is an Investment Advisor Representative working at Girard Partners Ltd. in Souderton, PA and has over 23 years of experience in the finance industry. Michael Stewart 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.

4
Timothy V. Swartley
CRD#: 4101705
14 N Main Street, Souderton, PA 18964
96
Wealthminder
score

Timothy Swartley (CRD# 4101705) is an Investment Advisor Representative working at Girard Partners Ltd. in Souderton, PA and has over 17 years of experience in the finance industry. Timothy Swartley 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.

5
William F. Vansant
CRD#: 4511525
41 West Broad Street, Souderton, PA 18964
96
Wealthminder
score

William Vansant (CRD# 4511525) is an Investment Advisor Representative working at Girard Partners Ltd. in Souderton, PA and has over 14 years of experience in the finance industry. William Vansant 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.

6
Jonathan J. Zeminski
CRD#: 4764470
14 N Main Street, Souderton, PA 18964
96
Wealthminder
score

Jonathan Zeminski (CRD# 4764470) is an Investment Advisor Representative working at Girard Partners Ltd. in Souderton, PA and has over 12 years of experience in the finance industry. Jonathan Zeminski 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.

7
Timothy S. Chubb
CRD#: 6136586
555 Croton Road, Suite 210, King Of Prussia, PA 19406
95
Wealthminder
score
8
Joseph R. Benner
CRD#: 5154920
1980 South Easton Road, Suite 150, Doylestown, PA 18901
93
Wealthminder
score

Joseph Benner (CRD# 5154920) is an Investment Advisor Representative working at Girard Partners Ltd. in Doylestown, PA and has over 11 years of experience in the finance industry.

9
Gary E. Brown
CRD#: 3251175
14 N Main Street, Souderton, PA 18964
93
Wealthminder
score

Gary Brown (CRD# 3251175) is an Investment Advisor Representative working at Girard Partners Ltd. in Souderton, PA and has over 18 years of experience in the finance industry.

10
Edward M. Clewell
CRD#: 3050581
14 N Main Street, Souderton, PA 18964
93
Wealthminder
score

Edward Clewell (CRD# 3050581) is an Investment Advisor Representative working at Girard Partners Ltd. in Souderton, PA and has over 19 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.