Wealth manager, independent · Ambler, PA
Lansing Street Advisors
Lansing Street Advisors LLC · SEC-registered investment adviser · CRD 306882 · SEC 801-126210
At a glance
Lansing Street Advisors is an SEC-registered investment adviser based in Ambler, Pennsylvania, with $555 million in regulatory assets under management as of its Form ADV filed August 13, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 150 individual clients. By Form ADV it is a wealth manager, ranked 2,669th of 8,915 wealth managers and 7,418th of 17,210 SEC-registered advisers by assets.
Main office 215-718-2063lansingadv.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $555M
- Rank among wealth managers
- #2,669 of 8,915
- Rank among all SEC RIAs
- #7,418 of 17,210
- Rank in Pennsylvania
- #270 of 564
- Individual clients
- 150
- High-net-worth clients
- 69
- Accounts
- 561
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Matthew TopleyChief Executive Officer
- Michael C. TopleyPresident
- Stephen P. TopleyChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 69 | $487M | 88% |
| Pooled investment vehicles | 1 | $38M | 7% |
| Individuals | 81 | $30M | 5% |
Private funds
Lansing Street Advisors reports 1 private funds with $38M in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Lansing Street Advisors answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Periodicals or newsletters
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗lansingadv.com ↗
AtlasMembers
The full record on Lansing Street Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 5,163 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Lansing Street Advisors manage?
Lansing Street Advisors reports $555 million in regulatory assets under management across 561 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 13, 2026.
What kind of firm is Lansing Street Advisors?
Lansing Street Advisors is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Lansing Street Advisors’s clients?
By assets, its largest client types are high-net-worth individuals ($487 million, 69 clients); pooled investment vehicles ($38 million, 1 clients); individuals ($30 million, 81 clients).
Does Lansing Street Advisors manage private funds?
Yes. It reports 1 private funds with $38 million in gross assets, including real estate funds.
Does Lansing Street Advisors have any disciplinary history?
Lansing Street Advisors answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Lansing Street Advisors’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 (2026-08-13), 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). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. 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 →