Overview
Assets Under Management: $149 million
Headquarters: PAOLI, PA
High-Net-Worth Clients: 49
Average Client Assets: $2.2 million
Frequently Asked Questions
HARVEST FINANCIAL PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146162), HARVEST FINANCIAL PARTNERS is subject to fiduciary duty under federal law.
HARVEST FINANCIAL PARTNERS is headquartered in PAOLI, PA.
HARVEST FINANCIAL PARTNERS serves 49 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, HARVEST FINANCIAL PARTNERS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
HARVEST FINANCIAL PARTNERS manages $149 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, HARVEST FINANCIAL PARTNERS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.57%
Average Client Assets: $2.2 million
Total Client Accounts: 383
Discretionary Accounts: 380
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 146162
Filing ID: 2063581
Last Filing Date: 2026-03-13 14:07:33