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THE MARSHALL FINANCIAL GROUP, INC

DOYLESTOWN, PA · CRD 110935 · IAPD ↗ · (215) 348-9393

$866.4MRegulatory AUM
20Advisory reps
20Employees
10Clients
More than 500Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — THE MARSHALL FINANCIAL GROUP, INC (DOYLESTOWN, PA) left the SEC roster (was $866.4M RAUM, 20 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2025 — THE MARSHALL FINANCIAL GROUP, INC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — THE MARSHALL FINANCIAL GROUP, INC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.