Archetype Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, educational seminars, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Archetype Advisors reports 275 clients. They include 170 individual clients and 105 high-net-worth individuals. Of its assets, 100.0% ($260M across 505 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $585M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 14% |
| High-net-worth individuals | 38% | 86% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 170 | $36.4M | 14.0% | $214K |
| High-net-worth individuals | 105 | $224M | 86.0% | $2.13M |
| Total | 275 | $260M | 100% | $945K |
- Clients
- 170
- Regulatory AUM
- $36.4M
- AUM share
- 14.0%
- Avg. per client
- $214K
- Clients
- 105
- Regulatory AUM
- $224M
- AUM share
- 86.0%
- Avg. per client
- $2.13M
Total
- Clients
- 275
- Regulatory AUM
- $260M
- AUM share
- 100%
- Avg. per client
- $945K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Archetype Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Lahr, LLC owns 75% or more of Archetype Advisors and is in turn owned by William Lahr (75% or more). The leadership team of Archetype Advisors includes President William Lahr. It has 4 employees, 2 of them in advisory roles.
Staff
- 4 employees
- 2 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Archetype Advisors, LLC
Lahr, LLC
Control person · since January 2011
- Owns 75% or more of Lahr, LLC
William Lahr
Control person · since January 2011
Archetype Advisors’ regulatory assets grew 2.6× from $100M (January 2021) to $260M (March 2026); clients rose from 71 to 275 and employees fell from 7 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $260M | 275 | 4 | 1 |
| Mar 2025March 2025 | $195M | 248 | 4 | 1 |
| Mar 2024March 2024 | $199M | 231 | 4 | 1 |
| Mar 2023March 2023 | $129M | 191 | 6 | 1 |
| Mar 2022March 2022 | $121M | 164 | 6 | 2 |
| Jan 2021January 2021 | $100M | 71 | 7 | 2 |
Besides its headquarters, Archetype Advisors has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 72 East State Street, DoylestownHQ
Contact and registration details
- Legal name
- Archetype Advisors, LLC
- Headquarters
- 72 East State Street, Doylestown, PA 18901
- Website
- archetypeadvisor.com
- Phone
- 215-558-5500
- SEC file
- 801-120408
- Founded
- 2011
- Structure
- Delaware LLC
- Fiscal year end
- December
Archetype Advisors’ named custodian for separately managed accounts is Pershing ($61M). Archetype Advisors does not have custody of client assets.
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $61M100%
At year end, Archetype Advisors’ separately managed accounts were mostly in funds (70%) and cash (27%).
What the accounts hold
- Funds70%
- Bonds3%
- Cash27%
How many clients does Archetype Advisors have?
Archetype Advisors has 275 clients and manages $260 million for them, as of March 2026. They include 170 individual clients and 105 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Archetype Advisors offer?
Archetype Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, educational seminars, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Archetype Advisors use?
Archetype Advisors’ separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $61M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Archetype Advisors have?
Archetype Advisors has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Archetype Advisors invest in?
At the end of its last fiscal year, Archetype Advisors’ separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 27% cash and equivalents and 3% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Archetype Advisors?
Archetype Advisors is owned through a holding company by William Lahr. Its direct owner is Lahr, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Archetype Advisors get paid?
Archetype Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Archetype Advisors?
Archetype Advisors’ main office is at 72 East State Street, Doylestown, PA 18901. Its phone number is 215-558-5500. Its website is archetypeadvisor.com.