Glen Eagle Advisors, Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 3,401
- Avg AUM / client
- $302K
- Accounts
- 3,401
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Apr 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,026 | $320M | 31.2% |
| High net worth individuals | 335 | $675M | 65.8% |
| Pension and profit sharing plans | 20 | $18.9M | 1.84% |
| Charitable organizations | 9 | $3.4M | 0.33% |
| Corporations and other businesses | 11 | $8.8M | 0.86% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Susan Ann Michel | Common Shareholder | May 1988 (38y) | 75% or more of Glen Eagle Investments, Llc (indirect) | |
| Robert Freeman Michel | Cio | Jan 2018 (9y) | Less than 5% | |
| Fernandez, Carol Ann | Chief Financial And Operations Principal | Jul 2019 (7y) | Less than 5% | |
| James Patrick Oboyle | Chief Compliance Officer | Jun 2024 (2y) | Less than 5% | |
| Charles Edward Naddaff | Registered representative | Mar 2016 (10y) | ||
| Kathy Anne Lobue | Registered representative | Mar 2016 (10y) | ||
| Jay S Lipschutz | Registered representative | Apr 2017 (9y) | ||
| Stevan Karl Radanovic | Registered representative | Jul 2017 (9y) | ||
| Charles Edward Naddaff | Registered representative | Jun 2018 (8y) | ||
| Margaret Jane Gore | Registered representative | Feb 2019 (8y) | ||
| Ann Schnorr Monaghan | Registered representative | May 2020 (6y) | ||
| Zachary Ryan Feinberg | Registered representative | Jan 2025 (2y) | ||
| Nicole Marie Baptista | Registered representative | CFP | May 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Glen Eagle Investments, Inc. | Owner | May 1988 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/02/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $341M (60% of AUM) Jun 2023
- Pershing $202M (36% of AUM) Jun 2023
- Interactive Brokers $8.5M (1% of AUM) Apr 2026
- Aqr Investments, Llc $4.6M (0% of AUM) Apr 2026
- TD Ameritrade $4.2M (1% of AUM) Jun 2023
- Assetmark Trust Company $3.8M (1% of AUM) May 2022
- Folio Investments, Inc. $334K (0% of AUM) Jun 2023
- Drivewealth, Llc $20.7K (0% of AUM) Jun 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗