Wealth manager, independent · Kingston, NJ
Glen Eagle Advisors, LLC
SEC-registered investment adviser · CRD 282920 · SEC 801-79298
At a glance
Glen Eagle Advisors, LLC is an SEC-registered investment adviser based in Kingston, New Jersey, with $1.0B in regulatory assets under management as of its Form ADV filed April 2, 2026. It reports 3,361 individual clients, 335 of them high-net-worth, holding an average of about $0.3 million each, and 21 employees. That ranks it 1077th among the nation’s 5,657 independent wealth management RIAs and 26th of 157 in New Jersey. It reports 2 custodians for its clients’ separately managed accounts: Interactive Brokers and AQR Investments.
Main office 609-631-8231gleneagleadv.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.0B
- Rank among independent wealth managers
- #1,077 of 5,657
- Rank among all SEC RIAs
- #5,301 of 17,210
- Rank in New Jersey
- #26 of 157
- Individual clients
- 3,361
- High-net-worth clients
- 335
- Accounts
- 3,401
- Discretionary
- 100% of AUM
- Employees
- 21
- Advisory staff
- 17
- Offices
- 4
Owners and executives on its Form ADV
- Susan A. MichelChief Executive Officer
- Carol Ann FernandezChief Financial and Operations Principal
- ROBERT F. MICHELCIO
- James P. OboyleChief Compliance Officer
Custody and brokerage
2 custodians
- Interactive Brokers$8M65%
- AQR Investments$5M35%
Other RIAs using Interactive BrokersOther multi-custodian RIAs
Broker-dealer
Hybrid RIA
Glen Eagle Advisors, LLC is a hybrid RIA: 17 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Glen Eagle Wealth, LLC.
- Glen Eagle Wealth, LLC ↗CRD 124504
An introducing broker-dealer: its trades clear through National Financial Services (Fidelity) and Pershing, which hold the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 335 | $675M | 66% |
| Individuals | 3,026 | $320M | 31% |
| Pension and profit sharing plans | 20 | $19M | 2% |
| Corporations or other businesses | 11 | $9M | <1% |
| Charitable organizations | 9 | $3M | <1% |
Disciplinary disclosures
Glen Eagle Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗gleneagleadv.com ↗
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- 4 namedLocked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in New Jersey
All of New Jersey →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Wiss Private Client Advisors, LLCFlorham Park | $1.2B | 186 |
| Signet Financial Management, LLCParsippany | $1.2B | 689 |
| Lighthouse Financial Advisors, Inc.Red Bank | $1.1B | 429 |
| Breakwater Capital GroupParamus | $1.0B | 370 |
| Oliver Luxxe Assets LLCGladstone | $1.0B | 441 |
Background
Questions
How much does Glen Eagle Advisors, LLC manage?
Glen Eagle Advisors, LLC reports $1.0B in regulatory assets under management across 3,401 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 2, 2026.
How many clients does Glen Eagle Advisors, LLC have?
It reports 3,361 individual clients: 335 high-net-worth individuals and 3,026 other individuals. Individuals account for about 97% of its regulatory assets.
Where is Glen Eagle Advisors, LLC headquartered?
Its main office is in Kingston, New Jersey. It reports 4 offices in total and 21 employees, 17 of whom perform investment advisory functions.
How does Glen Eagle Advisors, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Glen Eagle Advisors, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Interactive Brokers and AQR Investments. On Schedule D of its Form ADV filed April 2, 2026, it reports these amounts held: Interactive Brokers ($8M); AQR Investments ($5M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Glen Eagle Advisors, LLC a hybrid RIA with a broker-dealer?
Glen Eagle Advisors, LLC is a hybrid RIA: 17 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Glen Eagle Wealth, LLC. Glen Eagle Wealth, LLC clears through National Financial Services (Fidelity) and Pershing, according to its annual report filed with the SEC. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Glen Eagle Advisors, LLC a fiduciary?
As an SEC-registered investment adviser, Glen Eagle Advisors, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 17 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Glen Eagle Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →