Glen Eagle Advisors, LLC

Glen Eagle Advisors, LLC is an SEC‑registered investment adviser that provides discretionary and non‑discretionary portfolio management, financial planning, and corporate services (including 401(k) and 529 plan consulting) to individuals, high‑net‑worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages roughly $1.03 billion in client assets and serves over 3,300 clients through a multi‑advisor team.

GEA’s investment process begins with a client’s financial situation, goals, and risk tolerance and typically uses standardized asset‑allocation models as a starting point, supplemented by fundamental and technical analysis and a buy‑and‑hold orientation with periodic rebalancing. It offers both wrap and non‑wrap advisory programs, may allocate to third‑party managers (including institutional strategies), and recommends alternative investments to qualified clients generally meeting a $1 million threshold.

The firm operates an affiliated broker‑dealer, Glen Eagle Wealth, LLC, which introduces accounts to clearing firms (Pershing and NFS) and receives certain clearing‑related payments, and several access persons are licensed insurance agents who may, on a disclosed basis, recommend insurance products and receive commissions. Glen Eagle also facilitates introductions to external service providers such as accounting and estate‑planning firms, discloses an ownership interest by its CEO in the Circle Black reporting platform, and recently spun out the alooola brand as a related SEC‑registered adviser.