Confluence Financial Partners is an SEC registered investment adviser organized as a corporation with a primary office location in Mcmurray, PA. Its latest Form ADV filing, dated March 31, 2026, reports $6.8B in regulatory assets under management, 70 employees, 8 offices, and 15,388 accounts.
Top client segmentIndividuals represent 64.7% of total clients.
Top client categories% of clientsClients
1
Individuals
64.7%
3,158
2
HNWI
31.6%
1,540
3
Charitable
1.5%
71
4
Pension Plans
1.3%
63
5
Corporations
0.8%
38
Additional categories (<0.1%)
Government<5 clients
Investment Cos.<5 clients
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.8Bas of March 31, 2026
Discretionary95.3%
$6.5B
95% of total RAUM95.3%
Non-discretionary4.7%
$323M
5% of total RAUM4.7%
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.
Total AUM$6.8B
Total Accounts15,388
10Y AUM Change+$6.8B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees70
Clients per Employee70:1
10Y Employee Change+38 (+118.8%)
* 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.