Henderson Brothers Financial Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pittsburgh, PA. Its latest Form ADV filing, dated March 25, 2026, reports $407M in regulatory assets under management, 30 employees, 2 offices, and 1,492 accounts.
Assets Under Management
$407M
Employees
30
Offices
2 offices
Total Clients
1,044
Primary office
PITTSBURGH, PA
920 FORT DUQUESNE BOULEVARD, PITTSBURGH, PA, United States
Top client segmentIndividuals represent 67.2% of total clients.
Top client categories% of clientsClients
1
Individuals
67.2%
702
2
HNWI
32.8%
342
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$407Mas of March 25, 2026
Discretionary100.0%
$407M
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.
Total AUM$407M
Total Accounts1,492
10Y AUM Change+$407M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee35:1
10Y Employee Change+4 (+15.4%)
* 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.