Lansing Street Advisors logo

Lansing Street Advisors

Updated today

Client AUM

$516,657,416

Clients

150

Advisors

6

of 6 employees

About

Lansing Street Advisors provides discretionary and non‑discretionary wealth management, portfolio management, and financial planning to individuals, high‑net‑worth clients, trusts, and estates. The firm constructs portfolios primarily using exchange‑traded funds while also implementing mutual funds, individual equities, fixed income, and allocations to independent managers when appropriate.

The firm’s investment approach is long‑term and based on fundamental analysis, with ongoing monitoring and the ability to rebalance or make shorter‑term trades as needed; cash and defensive positions are treated as an asset class. Lansing Street integrates financial planning into its advisory relationship, uses a third‑party sub‑planning service (Delegated Planning, LLC) for certain planning work, and may recommend third‑party managers or platform strategies such as BlackRock and private equity managers like Hamilton Lane.

Lansing Street’s brochure discloses several features that are less common among similar team advisers: it sponsors and is affiliated with a private real estate fund (Lansing Street Real Estate Fund LLC) and may recommend pooled investment vehicles to qualified clients, arrangements that create potential conflicts of interest and possible incentive compensation. The firm also discusses use of interval funds, private equity sub‑advisers, and the possibility of being deemed to have custody over pooled vehicle assets (with related audit and reporting procedures), which are distinctions compared with many peers.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals

Expertise

Private / alternative investments Real estate investing ESG / Sustainable investing Retirement income strategy

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Fee options

Fixed

Fixed rate up to $10,000 for creating financial plans, negotiable based on complexity

Percentage

$0 - $2,500,000: 1.00% $2,500,001 - $10,000,000: 0.75% $10,000,001+: 0.50%

Performance-based

Performance fee charged by Hamilton Lane Fund: 1.5% non-leveraged management fee and 12.5% performance fee at Deal Level with preferred returns (6% on co-investment direct credit and 8% on other investments); possible performance fee arrangements with qualified clients under Rule 205-3

Main office

124 S Maple Street, Suite 325

Ambler PA 19002

Advisors at this office

6

Most active in

New Jersey · Pennsylvania

Also doing business as

Lansing Street Advisors · Lansing Street Advisors LLC

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Matthew T

Series 63, Series 65

Ambler, PA

Lansing Street Advisors

Matthew Topley is a financial advisor at Lansing Street Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fortis Advisors LLC. Topley serves as a board member and advisor for Moneyclip Inc., a company that enables advisors to record and share client-friendly financial plan explanations. Lansing Street Advisors provides discretionary and non-discretionary wealth and portfolio management, as well as financial planning, primarily serving individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term investment approach focused on fundamental analysis and offers diversified portfolios using ETFs, mutual funds, equities, fixed income, and independent managers.

Private / alternative investments Real estate investing ESG / Sustainable investing Retirement income strategy
user avatar

Michael T

CFP®, Series 63, Series 65

Ambler, PA

Lansing Street Advisors

Michael Topley is a CFP® professional with 14 years of experience in the financial advisory industry. He is currently with Lansing Street Advisors and has held roles at Edge Financial Wellness, Purshe Kaplan Sterling Investments, Inc., and several other firms. Outside of traditional advisory duties, he is the founder and CEO of Moneyclip Inc, a company that provides a platform for advisors to record and share client presentations. Lansing Street Advisors is a team-based firm serving individuals, high-net-worth clients, trusts, and estates with discretionary and non-discretionary wealth management, portfolio management, and financial planning. The firm primarily uses exchange-traded funds and integrates financial planning and third-party services into its long-term, fundamentally based investment approach.

Private / alternative investments Real estate investing ESG / Sustainable investing Retirement income strategy
user avatar

Megan K

Series 66

Ambler, PA

Lansing Street Advisors

Megan Keenan is a financial advisor at Lansing Street Advisors with 13 years of industry experience. She holds the Series 66 designation and previously worked at RBC Capital Markets and Janney Montgomery Scott. Lansing Street Advisors is a team of six advisors providing discretionary and non-discretionary wealth management, portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach emphasizes long-term fundamental analysis, utilizing exchange-traded funds alongside mutual funds, individual equities, fixed income, and independent manager allocations.

Private / alternative investments Real estate investing ESG / Sustainable investing Retirement income strategy
user avatar

Stephen T

Series 65

Ambler, PA

Lansing Street Advisors

Stephen Topley is a financial advisor at Lansing Street Advisors with a Series 65 designation and two years of industry experience. He is also the owner of ST Accounting LLC, where he provides bookkeeping and accounting services as an independent contractor. Prior to joining Lansing Street Advisors, he worked at Centri Business Consulting, AmerisourceBergen, and Ernst & Young. Lansing Street Advisors is a team of six advisors that offers discretionary and non-discretionary wealth management, portfolio management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm primarily uses exchange-traded funds in portfolio construction and employs a long-term investment approach based on fundamental analysis, integrating financial planning and occasionally recommending third-party managers and pooled investment vehicles.

Private / alternative investments Real estate investing ESG / Sustainable investing Retirement income strategy
user avatar

Michael H

CFA®, Series 63, Series 65

Ambler, PA

Lansing Street Advisors

Michael Horwath Jr. is a CFA® charterholder with 14 years of experience in financial advisory roles. He has worked at Lansing Street Advisors since 2026 and previously held positions at Diversified Enterprises, LLC and Securities Service Network, LLC. He is based in Ambler, PA and holds Series 63 and Series 65 licenses. Lansing Street Advisors is a team-based firm that provides discretionary and non-discretionary wealth management, portfolio management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach emphasizes long-term fundamental analysis and constructs portfolios primarily using exchange-traded funds, with additional allocations to mutual funds, equities, fixed income, and independent managers as appropriate.

Private / alternative investments Real estate investing ESG / Sustainable investing Retirement income strategy
user avatar

Patrick G

Series 66

Ambler, PA

Lansing Street Advisors

Patrick Greenhalgh is a financial advisor at Lansing Street Advisors with nine years of industry experience. He holds the Series 66 designation. His prior work includes positions at RBC Capital Markets and Merrill, among others. Outside of finance, he worked for Deckpro Powerwash Company for a year. Lansing Street Advisors is a team-based firm serving individuals, high-net-worth clients, trusts, and estates with discretionary and non-discretionary wealth management, portfolio management, and financial planning. The firm focuses on long-term, fundamental analysis-driven investing primarily using exchange-traded funds, while also incorporating mutual funds, individual equities, fixed income, and external managers when appropriate.

Private / alternative investments Real estate investing ESG / Sustainable investing Retirement income strategy
View complete list of advisors at this firm
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