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GLEN EAGLE ADVISORS, LLC

KINGSTON, NJ · CRD 282920 · IAPD ↗ · 609-631-8231

$1.03BRegulatory AUM
17Advisory reps
21Employees
0Clients
51-100Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — GLEN EAGLE ADVISORS, LLC reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2026 — GLEN EAGLE ADVISORS, LLC crossed $1B in regulatory AUM ($880.5M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
September 2024 — GLEN EAGLE ADVISORS, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — GLEN EAGLE ADVISORS, LLC reported RAUM up 25% ($569.7M -> $714.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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