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Firm profile

Confluence Financial Partners

MCMURRAY, PACRD 311980Latest ADV March 31, 2026

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.

Assets Under Management
$6.8B
Employees
70
Offices
8 offices
Total Clients
4,879
Primary office
MCMURRAY, PA
732 E MCMURRAY RD, MCMURRAY, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOGregory J. Weimer
CCOKathleen A. Thornhill
COOStephanie G. Bogden

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.