{
  "crd_number": 130007,
  "slug": "haverford-financial-services-inc-radnor-pa-130007",
  "primary_business_name": "HAVERFORD FINANCIAL SERVICES, INC.",
  "legal_name": "HAVERFORD FINANCIAL SERVICES, INC.",
  "dbas": [],
  "city": "Radnor",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2004-02-12",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 366375551.0,
  "raum_discretionary": 366375551.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 45,
  "advisory_employees": 25,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 12869636.0,
      "count": 11,
      "description": "WRAP ACCOUNTS"
    },
    "charitable": {
      "raum": 3718842.0,
      "count": 6
    },
    "individuals": {
      "raum": 4273175.0,
      "count": null,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 20496113.0,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 320954559.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 4063226.0,
      "count": null,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "DC",
    "FL",
    "IL",
    "MD",
    "NJ",
    "NY",
    "PA",
    "TN",
    "VA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/130007",
  "city_as_filed": "RADNOR",
  "url": "https://advisorcensus.com/firm/haverford-financial-services-inc-radnor-pa-130007",
  "display_name": "Haverford Financial Services, Inc.",
  "summary": "Haverford Financial Services, Inc. is an SEC-registered investment advisory firm in Radnor, PA, registered since 2004, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. Haverford Financial Services, Inc. (CRD 130007): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Haverford Financial Services, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Haverford Financial Services, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Haverford Financial Services, Inc. located?",
      "a": "Haverford Financial Services, Inc.'s principal office is in Radnor, PA, according to its Form ADV."
    },
    {
      "q": "Is Haverford Financial Services, Inc. registered with the SEC or a state?",
      "a": "Haverford Financial Services, Inc. is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 130007."
    },
    {
      "q": "How much does Haverford Financial Services, Inc. manage?",
      "a": "Haverford Financial Services, Inc. reports $366,375,551 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have Haverford Financial Services, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Haverford Financial Services, Inc.: Regulatory assets under management: $388,780,194 in the October 2021 data and $366,375,551 in the October 2026 data, down 6%. Total employees: 46 in October 2021 and 45 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Haverford Financial Services, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: other (11); charitable organizations (6); investment companies (1)."
    },
    {
      "q": "Which custodians does Haverford Financial Services, Inc. use?",
      "a": "Haverford Financial Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Morgan Stanley and PNC Wealth Management LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Haverford Financial Services, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/130007"
    },
    {
      "q": "What changed in Haverford Financial Services, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 26 to 25."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 388780194.0,
      "total_employees": 46,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 459742000.0,
      "total_employees": 43,
      "filing_date": "2022-05-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 381846000.0,
      "total_employees": 43,
      "filing_date": "2023-04-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 346895270.0,
      "total_employees": 45,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 341907816.0,
      "total_employees": 44,
      "filing_date": "2025-03-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 366375551.0,
      "total_employees": 45,
      "filing_date": "2026-03-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 26 to 25."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in AK, AL, AR, AZ, CO, CT, DE, GA, HI, IA, ID, IN, KS, KY, LA, MA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, NV, OH, OK, OR, RI, SC, SD, TX, UT, VT, WA, WI, WV."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Morgan Stanley",
      "name_as_filed": "MORGAN STANLEY",
      "affiliated": false
    },
    {
      "name": "PNC Wealth Management LLC",
      "name_as_filed": "PNC WEALTH MANAGEMENT LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/haverford-financial-services-inc-radnor-pa-130007.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 4273175.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 320954559.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 3718842.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 20496113.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 4063226.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 11,
      "fewer_than_5": false,
      "raum": 12869636.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/130007",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}