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STANLEY-LAMAN GROUP LTD.

BERWYN, PA · CRD 112112 · IAPD ↗ · 610-993-9100

$1.02BRegulatory AUM
13Advisory reps
24Employees
0Clients
101-250Planning clients
1Private funds
27States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2026 — STANLEY-LAMAN GROUP LTD. notice-filed in AK, AR, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2026 — STANLEY-LAMAN GROUP LTD. grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2026 — STANLEY-LAMAN GROUP LTD. crossed $1B in regulatory AUM ($979.3M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
April 2024 — STANLEY-LAMAN GROUP LTD. notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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