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Beard Miller Financial Advisors, LLP (York)


Beard Miller Financial Advisors, LLP is a large advisory firm based in York. It manages $456.52 million of regulatory assets for 515 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Maryland, Pennsylvania, and Texas.

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Beard Miller Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Beard Miller Financial Advisors: assets under management

The assets under management (AUM) of Beard Miller Financial Advisors, LLP is $456.52 million. The firm's AUM has grown by 945% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $449.05 million in discretionary accounts and $7.47 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $877.06 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.49 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Beard Miller Financial Advisors, LLP for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Inc. Beard & Company Partner 1 Jan 2001 25% - 50% 23-2012448

Based in York

The principal office where Beard Miller Financial Advisors, LLP performs its advisory services is located at 221 West Philadelphia Street, York, PA 17401 2993, which is also the mailing address of the firm. An additional office of the firm is in Hanover, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 717-846-6214 or by fax 717-650-3365. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.beardmiller.com.


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