GIRARD ADVISORY SERVICES, LLC
CRD #39163 SEC #801-60354 KING OF PRUSSIA, PA 610-337-7640
SEC Registered
Total AUM
$2.7B
Discretionary
$2B
Employees
57
Clients
101
Accounts
4,636
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.7B | $2B | $660.9M | 57 | 0 |
| Dec 2024 | $2.3B | $1.8B | $570.6M | 57 | 0 |
| Jun 2024 | $2.3B | $1.8B | $570.6M | 57 | 0 |
| Mar 2024 | $2.3B | $1.8B | $570.6M | 57 | 0 |
| Nov 2023 | $2.1B | $1.6B | $477.8M | 50 | 0 |
| Sep 2023 | $2.1B | $1.6B | $477.8M | 50 | 0 |
| Aug 2023 | $2.1B | $1.6B | $477.8M | 50 | 0 |
| Jul 2023 | $2.1B | $1.6B | $477.8M | 50 | 0 |
| Apr 2023 | $2.1B | $1.6B | $477.8M | 50 | 0 |
| Mar 2023 | $2.1B | $1.6B | $477.8M | 50 | 0 |
| Jan 2023 | $2.4B | $1.9B | $556.4M | 51 | 0 |
| Mar 2022 | $2.4B | $1.9B | $556.4M | 51 | 0 |
| Mar 2022 | $1.9B | $1.4B | $570M | 48 | 0 |
| Jan 2022 | $1.9B | $1.4B | $570M | 48 | 0 |
| Jan 2022 | $1.9B | $1.4B | $570M | 48 | 0 |
| Dec 2021 | $1.9B | $1.4B | $570M | 48 | 0 |
| Jun 2021 | $1.9B | $1.4B | $570M | 48 | 0 |
| Apr 2021 | $1.9B | $1.4B | $570M | 48 | 0 |
| Mar 2021 | $1.9B | $1.4B | $570M | 48 | 0 |
| Mar 2021 | $1.6B | $1.3B | $308.8M | 50 | 0 |
| Jan 2021 | $1.6B | $1.3B | $308.8M | 50 | 0 |
| Jan 2021 | $1.6B | $1.3B | $308.8M | 50 | 0 |
| Jun 2020 | $1.6B | $1.3B | $308.8M | 50 | 0 |
| Apr 2020 | $1.6B | $1.3B | $308.8M | 50 | 0 |
| Mar 2020 | $1.6B | $1.3B | $308.8M | 50 | 0 |
| Aug 2019 | $1.3B | $1.1B | $224.9M | 40 | 0 |
| Mar 2019 | $1.1B | $1.1B | $64M | 40 | 0 |
| Mar 2019 | $1.3B | $1.1B | $212.8M | 37 | 0 |
| Feb 2019 | $1.3B | $1.1B | $212.8M | 37 | 0 |
| Jan 2019 | $1.3B | $1.1B | $212.8M | 37 | 0 |
| Nov 2018 | $1.3B | $1.1B | $212.8M | 37 | 0 |
| Oct 2018 | $1.3B | $1.1B | $212.8M | 37 | 0 |
| Mar 2018 | $1.3B | $1.1B | $212.8M | 37 | 0 |
| Mar 2018 | $1.3B | $1.1B | $212.8M | 37 | 0 |
| Mar 2017 | $902.2M | $838.3M | $63.9M | 26 | 900 |
| Mar 2016 | $678.4M | $606M | $72.3M | 26 | 900 |
| Oct 2015 | $604.2M | $529.1M | $75.1M | 11 | 700 |
| Apr 2015 | $604.2M | $529.1M | $75.1M | 11 | 700 |
| Feb 2015 | $604.2M | $529.1M | $75.1M | 11 | 700 |
| Jan 2015 | $604.2M | $529.1M | $75.1M | 11 | 700 |
| Feb 2014 | $525.8M | $494.5M | $31.3M | 12 | 600 |
| Jan 2014 | $525.8M | $494.5M | $31.3M | 12 | 600 |
| Oct 2013 | $404.7M | $367.8M | $36.9M | 14 | 600 |
| Mar 2013 | $404.7M | $367.8M | $36.9M | 14 | 600 |
| Aug 2012 | $336.8M | $317.7M | $19.1M | 6 | 500 |
| Mar 2012 | $336.8M | $317.7M | $19.1M | 6 | 500 |
| May 2011 | $256M | $256M | $0 | 10 | -- |
| Apr 2011 | $256M | $256M | $0 | 10 | -- |
| Jan 2011 | $214M | $214M | $0 | 10 | -- |
| Dec 2010 | $214M | $214M | $0 | 10 | -- |
| Apr 2009 | $150.2M | $0 | $150.2M | 10 | -- |
| Oct 2007 | $139.2M | $0 | $139.2M | 10 | -- |
| Mar 2007 | $139.2M | $0 | $139.2M | 10 | -- |
| Mar 2006 | $101.8M | $0 | $101.8M | 10 | -- |
| Apr 2004 | $62.5M | $0 | $62.5M | 10 | -- |
| Jun 2001 | $33M | $31M | $2M | 10 | -- |
DateMar 2025
Total AUM$2.7B
Discretionary$2B
Non-Disc.$660.9M
Employees57
Clients0
DateDec 2024
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$570.6M
Employees57
Clients0
DateJun 2024
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$570.6M
Employees57
Clients0
DateMar 2024
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$570.6M
Employees57
Clients0
DateNov 2023
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$477.8M
Employees50
Clients0
DateSep 2023
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$477.8M
Employees50
Clients0
DateAug 2023
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$477.8M
Employees50
Clients0
DateJul 2023
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$477.8M
Employees50
Clients0
DateApr 2023
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$477.8M
Employees50
Clients0
DateMar 2023
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$477.8M
Employees50
Clients0
DateJan 2023
Total AUM$2.4B
Discretionary$1.9B
Non-Disc.$556.4M
Employees51
Clients0
DateMar 2022
Total AUM$2.4B
Discretionary$1.9B
Non-Disc.$556.4M
Employees51
Clients0
DateMar 2022
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$570M
Employees48
Clients0
DateJan 2022
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$570M
Employees48
Clients0
DateJan 2022
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$570M
Employees48
Clients0
DateDec 2021
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$570M
Employees48
Clients0
DateJun 2021
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$570M
Employees48
Clients0
DateApr 2021
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$570M
Employees48
Clients0
DateMar 2021
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$570M
Employees48
Clients0
DateMar 2021
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$308.8M
Employees50
Clients0
DateJan 2021
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$308.8M
Employees50
Clients0
DateJan 2021
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$308.8M
Employees50
Clients0
DateJun 2020
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$308.8M
Employees50
Clients0
DateApr 2020
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$308.8M
Employees50
Clients0
DateMar 2020
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$308.8M
Employees50
Clients0
DateAug 2019
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$224.9M
Employees40
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$64M
Employees40
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$212.8M
Employees37
Clients0
DateFeb 2019
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$212.8M
Employees37
Clients0
DateJan 2019
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$212.8M
Employees37
Clients0
DateNov 2018
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$212.8M
Employees37
Clients0
DateOct 2018
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$212.8M
Employees37
Clients0
DateMar 2018
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$212.8M
Employees37
Clients0
DateMar 2018
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$212.8M
Employees37
Clients0
DateMar 2017
Total AUM$902.2M
Discretionary$838.3M
Non-Disc.$63.9M
Employees26
Clients900
DateMar 2016
Total AUM$678.4M
Discretionary$606M
Non-Disc.$72.3M
Employees26
Clients900
DateOct 2015
Total AUM$604.2M
Discretionary$529.1M
Non-Disc.$75.1M
Employees11
Clients700
DateApr 2015
Total AUM$604.2M
Discretionary$529.1M
Non-Disc.$75.1M
Employees11
Clients700
DateFeb 2015
Total AUM$604.2M
Discretionary$529.1M
Non-Disc.$75.1M
Employees11
Clients700
DateJan 2015
Total AUM$604.2M
Discretionary$529.1M
Non-Disc.$75.1M
Employees11
Clients700
DateFeb 2014
Total AUM$525.8M
Discretionary$494.5M
Non-Disc.$31.3M
Employees12
Clients600
DateJan 2014
Total AUM$525.8M
Discretionary$494.5M
Non-Disc.$31.3M
Employees12
Clients600
DateOct 2013
Total AUM$404.7M
Discretionary$367.8M
Non-Disc.$36.9M
Employees14
Clients600
DateMar 2013
Total AUM$404.7M
Discretionary$367.8M
Non-Disc.$36.9M
Employees14
Clients600
DateAug 2012
Total AUM$336.8M
Discretionary$317.7M
Non-Disc.$19.1M
Employees6
Clients500
DateMar 2012
Total AUM$336.8M
Discretionary$317.7M
Non-Disc.$19.1M
Employees6
Clients500
DateMay 2011
Total AUM$256M
Discretionary$256M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$256M
Discretionary$256M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$150.2M
Discretionary$0
Non-Disc.$150.2M
Employees10
Clients--
DateOct 2007
Total AUM$139.2M
Discretionary$0
Non-Disc.$139.2M
Employees10
Clients--
DateMar 2007
Total AUM$139.2M
Discretionary$0
Non-Disc.$139.2M
Employees10
Clients--
DateMar 2006
Total AUM$101.8M
Discretionary$0
Non-Disc.$101.8M
Employees10
Clients--
DateApr 2004
Total AUM$62.5M
Discretionary$0
Non-Disc.$62.5M
Employees10
Clients--
DateJun 2001
Total AUM$33M
Discretionary$31M
Non-Disc.$2M
Employees10
Clients--