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GIRARD ADVISORY SERVICES, LLC

KING OF PRUSSIA, PA · CRD 39163 · IAPD ↗ · meetgirard.com · 610-337-7640

$3.18BRegulatory AUM
40Advisory reps
60Employees
0Clients
101-250Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
February 2026 — GIRARD ADVISORY SERVICES, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — GIRARD ADVISORY SERVICES, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
July 2024 — GIRARD ADVISORY SERVICES, LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2024 — GIRARD ADVISORY SERVICES, LLC grew from 37 to 42 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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