A complete list of active advisors currently associated with Glen Eagle Advisors, LLC

Warmer can help you find a great advisor at Glen Eagle Advisors, LLC or one who fits your needs even better.

Glen Eagle Advisors, LLC provides investment management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary and non‑discretionary portfolio management through wrap and non‑wrap programs, access to third‑party managers, and consulting for corporate retirement arrangements such as 401(k) and 529 plans. The Adviser constructs portfolios starting from a client-specific assessment and standardized asset‑allocation models, using fundamental analysis to evaluate securities and technical analysis to assist with entry and exit points, with a generally buy‑and‑hold approach supplemented by rebalancing and downside protection strategies when appropriate. Glen Eagle may allocate to institutional strategies and outside managers (including firms such as AQR), recommends alternative investments only to clients meeting its $1 million investable‑asset threshold, and provides written financial planning on an hourly basis. Operationally, the firm maintains a broker‑dealer affiliate that introduces trades to clearing firms (including Pershing and NFS) and has access persons who are licensed insurance agents, which creates potential conflicts related to clearing‑related payments and insurance commissions; both broker‑dealer activity and insurance agency arrangements are relatively uncommon among multi‑team advisers. The firm also discloses related‑party connections—such as the CEO’s ownership interest in Circle Black, the third‑party reporting provider used in its wrap program, and the spin‑out of the alooola brand as a related registered adviser—which are notable elements of its corporate and service structure.

To learn more about the advisors currently working at Glen Eagle Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.