Wealth manager, independent · Berwyn, PA
Stanley-Laman Group LTD.
SEC-registered investment adviser · CRD 112112 · SEC 801-45568
At a glance
Stanley-Laman Group LTD. is an SEC-registered investment adviser based in Berwyn, Pennsylvania, with $1.0B in regulatory assets under management as of its Form ADV filed April 27, 2026. It reports 225 individual clients, 200 of them high-net-worth, holding an average of about $3.3 million each, and 24 employees. That ranks it 1081st among the nation’s 5,657 independent wealth management RIAs and 71st of 260 in Pennsylvania. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 610-993-9100stanleylaman.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.0B
- Rank among independent wealth managers
- #1,081 of 5,657
- Rank among all SEC RIAs
- #5,309 of 17,210
- Rank in Pennsylvania
- #71 of 260
- Individual clients
- 225
- High-net-worth clients
- 200
- Accounts
- 787
- Discretionary
- 94% of AUM
- Employees
- 24
- Advisory staff
- 13
- Offices
- 1
Owners and executives on its Form ADV
- William G StanleyDirector, President, Chief Compliance Officer
- James J. LamanDirector, Vice-President & Treasurer
- David C. EatonDirector & Vice-President
Custody and brokerage
Broker-dealer
Hybrid RIA
Stanley-Laman Group LTD. is a hybrid RIA: 6 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Stanley Laman Group Securities, LLC.
- Stanley Laman Group Securities, LLC ↗CRD 126160
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 200 | $739M | 72% |
| Corporations or other businesses | 75 | $143M | 14% |
| Pooled investment vehicles | 1 | $125M | 12% |
| Pension and profit sharing plans | – | $10M | 1% |
| Charitable organizations | – | $3M | <1% |
| Individuals | 25 | $3M | <1% |
Private funds
Stanley-Laman Group LTD. reports 1 private funds with $125M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Stanley-Laman Group LTD. 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 pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗stanleylaman.com ↗
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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 Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Sterling Investment Advisors LTD.Berwyn | $1.1B | 436 |
| Clearview Financial PartnersRadnor | $1.1B | 627 |
| Faithward Advisors, LLCLancaster | $1.1B | 3,036 |
Background
Questions
How much does Stanley-Laman Group LTD. manage?
Stanley-Laman Group LTD. reports $1.0B in regulatory assets under management across 787 accounts, 94% of it on a discretionary basis, on its Form ADV filed April 27, 2026.
How many clients does Stanley-Laman Group LTD. have?
It reports 225 individual clients: 200 high-net-worth individuals and 25 other individuals. Individuals account for about 72% of its regulatory assets.
Where is Stanley-Laman Group LTD. headquartered?
Its main office is in Berwyn, Pennsylvania. It reports 1 office in total and 24 employees, 13 of whom perform investment advisory functions.
How does Stanley-Laman Group LTD. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Stanley-Laman Group LTD. use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed April 27, 2026, it reports these amounts held: Charles Schwab ($863M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Stanley-Laman Group LTD. a hybrid RIA with a broker-dealer?
Stanley-Laman Group LTD. is a hybrid RIA: 6 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Stanley Laman Group Securities, LLC. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Stanley-Laman Group LTD. a fiduciary?
As an SEC-registered investment adviser, Stanley-Laman Group LTD. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 6 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 Stanley-Laman Group LTD.’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 (2026-04-27), 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 →