Haverford Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Radnor, PA. Its latest Form ADV filing, dated March 16, 2026, reports $366M in regulatory assets under management, 45 employees, and 25 accounts.
Assets Under Management
$366M
Employees
45
Offices
--
Total Clients
18
Primary office
RADNOR, PA
THREE RADNOR CORPORATE CENTER, SUITE 450, RADNOR, PA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentWRAP ACCOUNTS represent 61.1% of total clients.
Top client categories% of clientsClients
1
WRAP ACCOUNTS
61.1%
11
2
Charitable
33.3%
6
3
Investment Cos.
5.6%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Individuals (other than high net worth individuals)<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$366Mas of March 16, 2026
Discretionary100.0%
$366M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$366M
Total Accounts25
10Y AUM Change+$71M (+24.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees45
Clients per Employee0:1
10Y Employee Change+4 (+9.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.