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GLR Partners

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Client assets under management

$259,560,851

More info

Clients

170

39% high-net-worth

Advisors

3

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

57

Typical

Average account size

$1,526,829

About

GLR Partners is an SEC‑registered investment adviser that manages approximately $260.7 million in discretionary assets for about 170 clients, serving individuals (including high‑net‑worth clients) and entities such as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers customized discretionary and non‑discretionary portfolio management, comprehensive financial planning, and retirement plan advisory services.

The firm describes an investment process that begins with a detailed client profile and typically relies on fundamental analysis and a long‑term approach, while permitting shorter‑term trades when client objectives or security fundamentals warrant them. GLR Partners tailors asset allocation and security selection to client factors such as tax sensitivity, income needs, portfolio size and wealth transfer objectives, and it may recommend and monitor external managers for portions of client assets.

Notably, the brochure and public materials disclose that GLR Partners presents hypothetical performance, advertises third‑party ratings, and discloses performance results in its marketing — information the firm notes has not been approved or verified by the SEC. The ADV also discloses the firm’s participation in a Schwab custodial platform that provides technology, research and capped marketing support during an initial period, and that certain personnel act as registered representatives and licensed insurance professionals, which the firm identifies as potential conflicts of interest.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) General tax planning

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fee for financial planning services starting at $1,500, charged in installments or full upon delivery.

Percentage

$0 - $500,000: 1.25% $500,001 - $5,000,000: 0.75% Above $5,000,000+: 0.50%

Other

Minimum fee: Minimum financial planning fee of $1,500

Main office location

GLR Partners

8820 Columbia 100 Parkway, Suite 230

Columbia MD 21045, United States

Number of offices

1

Most active in

More info

Florida · Maryland · New York · Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 410-446-9094

Advisors at this firm

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user avatar

Jeremy R

CFP®, Series 63, Series 65

Columbia, MD

GLR Partners

Jeremy Reed is a CFP® professional with 14 years of industry experience. He is currently a managing partner and financial advisor at GLR Partners, where he has worked since 2025. Prior to this, he spent 10 years at UBS Financial Services Inc. Reed is also the owner of PRRV Development LLC, a real estate business. GLR Partners is an SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and private entities such as family offices and trusts. The firm offers personalized financial planning and portfolio management, typically employing fundamental analysis with a long-term orientation while allowing shorter-term trading when appropriate.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Retired
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Wayne L

CFP®, ChFC®, Series 63, Series 65

Columbia, MD

GLR Partners

Wayne Lavallee is a CFP® and ChFC® with 29 years of industry experience. He is currently with GLR Partners in Columbia, MD, where he serves as Managing Partner and Director of Tax Estate Planning. Prior to joining GLR Partners, he worked for UBS Financial Services Inc. for 10 years. GLR Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, and institutional/private entities such as family offices and trusts. The firm offers personalized financial planning and portfolio management, employing fundamental analysis with a generally long-term investment approach while allowing shorter-term trading when appropriate.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Retired
user avatar

Richard G

CFP®, Series 66

Columbia, MD

GLR Partners

Richard Gaige is a CFP® professional with 23 years of industry experience. He currently serves as Managing Partner and Co-CEO at GLR Partners, where he also focuses on investments and portfolio management. Prior to joining GLR Partners, he spent 10 years at UBS Financial Services. GLR Partners is an SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and private entities such as family offices and trusts. The firm offers personalized financial planning, discretionary and non-discretionary portfolio management, and retirement-plan advisory services, managing approximately $237 million in discretionary assets.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Retired
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