RIA Intel›Advisers›Pennsylvania›CONFLUENCE WEALTH SERVICES, INC.

CONFLUENCE WEALTH SERVICES, INC.

Advisory

N·MCMURRAY, PA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$6.8B
1-Year AUM Growth
+78.5%
3-Year CAGR
+29.5%
Employees
38
Assets Under Management
Total AUM$6.8B
Discretionary AUM$6.5B
Non-Discretionary AUM$323M
Discretionary %95.3%
Total Clients5,044
Team
Total Employees38
Investment Advisers70
Employee Growth (1Y)+42.3%
Filing History
Total Filings on Record17
First FilingMar 4, 2021
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 17 historical filings spanning 5+ years
Sign up free to view →
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Sign up free to unlock
📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Sign up free to unlock
👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Sign up free to unlock
🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Sign up free to unlock

Get the full picture on CONFLUENCE WEALTH SERVICES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

Sign up free →