Data / Investment advisers / Pennsylvania / Haverford Financial Services, Inc.
Haverford Financial Services, Inc., Radnor, PA: $366 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Haverford Financial Services, Inc. is an SEC registered investment adviser with its main office in Radnor, Pennsylvania and reports $366 million in regulatory assets under management in its Form ADV filed March 16, 2026. Its clients include investment companies, state and municipal governments and individuals. It is paid through a percentage of assets under management.
The request: Watch Haverford Financial Services, Inc. (CRD number 130007): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 130007
- SEC file number
- 801-62759
- SEC status
- Approved, effective February 12, 2004
- Main office
- Three Radnor Corporate Center Suite 450, Radnor, PA 19087
- Phone
- (610) 995-8700
- Regulatory AUM
- $366,375,551 in the Form ADV filed March 16, 2026
- Discretionary AUM
- $366,375,551
- Accounts
- 25
- Employees
- 45, of which 25 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $321 million |
| State or municipal government entities | Fewer than 5 | $20.5 million |
| Individuals (other than high net worth individuals) | Fewer than 5 | $4.3 million |
| Corporations or other businesses | Fewer than 5 | $4.1 million |
| Charitable organizations | 6 | $3.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $366.4 million | March 16, 2026 |
| December 1, 2025 | $341.9 million | March 17, 2025 |
Other advisers in Radnor
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Clearview Financial Partners | Radnor | $1.06 billion | Not listed | adviserinfo.sec.gov |
| Stoneridge PMG Advisors, LLC | Radnor | $774.2 million | Not listed | adviserinfo.sec.gov |
| Presilium Private Wealth, LLC | Radnor | $671.7 million | Not listed | adviserinfo.sec.gov |
| Drexel Morgan & Co. | Radnor | $607 million | Not listed | adviserinfo.sec.gov |
| TGS Financial Advisors | Radnor | $426 million | Not listed | adviserinfo.sec.gov |
| Cresap, Inc. | Radnor | $339 million | Not listed | adviserinfo.sec.gov |
| Godshalk Welsh Capital Management, Inc. | Radnor | $290.5 million | Not listed | adviserinfo.sec.gov |
| V3limited LLC | Radnor | $122.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Radnor, PA
- Investment advisers in Pennsylvania
- Advisers with $100 million to $500 million in AUM
- Advisers serving investment companies
- Advisers serving state and municipal governments
- Haverford Financial Services, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.