RIA Intel›Advisers›Pennsylvania›HAVERFORD FINANCIAL SERVICES, INC.

HAVERFORD FINANCIAL SERVICES, INC.

Institutional

N·RADNOR, PA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Total AUM
$366M
1-Year AUM Growth
-9.2%
3-Year CAGR
-3.7%
Employees
25
Assets Under Management
Total AUM$366M
Discretionary AUM$366M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients20
Team
Total Employees25
Investment Advisers45
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record45
First FilingJan 28, 2004
Latest FilingMar 16, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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