← Tributary

GUARDIAN CAPITAL PARTNERS

WAYNE, PA · CRD 321695 · IAPD ↗ · 610-263-0100

$1.19BRegulatory AUM
12Advisory reps
17Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — GUARDIAN CAPITAL PARTNERS crossed $1B in regulatory AUM ($528.6M -> $1.19B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
38
April 2025 — GUARDIAN CAPITAL PARTNERS shrank from 16 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — GUARDIAN CAPITAL PARTNERS crossed $500M in regulatory AUM ($464.3M -> $528.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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