Girard, a Univest Wealth Division, got its start over 30 years ago as Girard Partners, Ltd, a King of Prussia, Pa.-based RIA. After amassing $500 million in AUM over two decades, it caught the eye of Univest Bank executives, who bought it in 2014. As of year-end 2025, the firm, which had since rebranded as Girard, a Univest Wealth Division, had $5.9 billion in AUM, with $2.8 billion from Girard Advisory Services, its private client division. While Girard Advisory Services has some mass-affluent clients, the bulk of its clientele falls into the high-net-worth category, with net worth ranging from $2 million to $10 million, according to Timothy Chubb, the firm’s CIO. 

Wealth Management recently spoke with Chubb about what his…