Girard Partners Ltd.

Girard Partners Ltd. (CRD# 39163) is a financial advisory firm headquartered in King Of Prussia, PA. They manage $902,232,786 in 3,017 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    902
    MILLION
  • Total Number of Accounts
    3,017
    ACCOUNTS
  • Average Account Value
    $299,050
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, WI

Financial Advisors at Girard Partners Ltd.
Showing 1 - 10 of 35 top financial advisors.
1
Kathleen Q. Fay
CRD#: 3171895
555 Croton Road, Suite 210, King Of Prussia, PA 19406
96
Wealthminder
score

Kathleen Fay (CRD# 3171895) is an Investment Advisor Representative working at Girard Partners Ltd. in King Of Prussia, PA and has over 18 years of experience in the finance industry. Kathleen Fay 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 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.

3
James M. Spindler
CRD#: 2342168
1980 S Easton Road, Suite 150, Doylestown, PA 18901
96
Wealthminder
score

James Spindler (CRD# 2342168) is an Investment Advisor Representative working at Girard Partners Ltd. in Doylestown, 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.

4
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.

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 15 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
Timothy S. Chubb
CRD#: 6136586
555 Croton Road, Suite 210, King Of Prussia, PA 19406
95
Wealthminder
score
7
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.

8
Christopher M. Briscoe
CRD#: 4199710
555 Croton Road, Suite 210, King Of Prussia, PA 19406
93
Wealthminder
score

Christopher Briscoe (CRD# 4199710) is an Investment Advisor Representative working at Girard Partners Ltd. in King Of Prussia, PA and has over 4 years of experience in the finance industry. Christopher Briscoe 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.

9
Gary E. Brown
CRD#: 3251175
41 W Broad 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
4600 Broadway, Allentown, PA 18104
93
Wealthminder
score

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

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