Harvest Financial Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Paoli, PA. Its latest Form ADV filing, dated March 13, 2026, reports $149M in regulatory assets under management, 2 employees, and 383 accounts.
Assets Under Management
$149M
Employees
2
Offices
--
Total Clients
147
Primary office
PAOLI, PA
159 LANCASTER AVENUE, SUITE THREE, PAOLI, PA, United States
Top client segmentIndividuals represent 66.7% of total clients.
Top client categories% of clientsClients
1
Individuals
66.7%
98
2
HNWI
33.3%
49
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION AND A RELATED TRUST<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$149Mas of March 13, 2026
Discretionary98.4%
$146M
98% of total RAUM98.4%
Non-discretionary1.6%
$2M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$149M
Total Accounts383
10Y AUM Change+$72M (+93.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee74:1
10Y Employee Change0 (0.0%)
* 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.