About Stanley-laman Group Ltd.
<p>Quant-driven portfolio work is a defining trait at Stanley-Laman Group Ltd., which uses proprietary research and AI-based analytics in its investment process. Headquartered in Berwyn on Philadelphia’s Main Line, the firm works with clients across the greater Philadelphia area and beyond.</p> <p>Stanley-Laman Group Ltd. is an independent investment management and advisory firm with more than 34 years in business. It reports $1.0B in AUM (2026) and supports clients with complex wealth needs, including multigenerational families, ultra-high-net-worth individuals, and institutions.</p> <p>For retirement plans, the firm offers 3(21) fiduciary services as a <a href="/plan-advisors">plan advisor</a>. Alongside plan work, the team covers portfolio and wealth planning needs that often intersect with business ownership, trusts, and estates.</p> <p>What sets the firm apart is its combination of family-office style planning with a research-heavy, analytics-first investment approach.</p> <ul> <li>3(21) fiduciary support for retirement plans</li> <li>Investment management and portfolio strategy</li> <li>Estate and complex trust administration support</li> <li>Business planning, liquidity, and capital strategies</li> <li>Philanthropic planning, real estate planning, and private life insurance solutions</li> </ul>
Website: https://www.stanleylaman.com/
Office Locations
- Berwyn, PA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $979.3M