# Haverford Financial Services, Inc.

> 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.

- CRD: 130007
- Filed as: HAVERFORD FINANCIAL SERVICES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Radnor, PA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130007
- AdvisorCensus page: https://advisorcensus.com/firm/haverford-financial-services-inc-radnor-pa-130007

## Quick answers

**How is Haverford Financial Services, Inc. compensated?**
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.

**Where is Haverford Financial Services, Inc. located?**
Haverford Financial Services, Inc.'s principal office is in Radnor, PA, according to its Form ADV.

**Is Haverford Financial Services, Inc. registered with the SEC or a state?**
Haverford Financial Services, Inc. is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 130007.

**How much does Haverford Financial Services, Inc. manage?**
Haverford Financial Services, Inc. reports $366,375,551 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**How have Haverford Financial Services, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Haverford Financial Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: other (11); charitable organizations (6); investment companies (1).

**Which custodians does Haverford Financial Services, Inc. use?**
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.

**Does Haverford Financial Services, Inc. report any disciplinary disclosures?**
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

**What changed in Haverford Financial Services, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 26 to 25.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Morgan Stanley
- PNC Wealth Management LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $366,375,551
- Discretionary: $366,375,551
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $4,273,175 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $320,954,559 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 6 | $3,718,842 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $20,496,113 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $4,063,226 |
| Other | 11 | $12,869,636 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 45 total, 25 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, DC, FL, IL, MD, NJ, NY, PA, TN, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $388,780,194 | 46 | March 29, 2021 |
| October 2022 | $459,742,000 | 43 | May 24, 2022 |
| October 2023 | $381,846,000 | 43 | April 19, 2023 |
| October 2024 | $346,895,270 | 45 | March 26, 2024 |
| October 2025 | $341,907,816 | 44 | March 17, 2025 |
| October 2026 | $366,375,551 | 45 | March 16, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 26 to 25.

### January 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Haverford Financial Services, Inc. (CRD 130007): Form ADV filing data as of October 2026.