Haverford Financial Services, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 130007
- SEC number
- 801-62759
- Firm type
- RIA
- Assets under management
- $366.4M as of Mar 16, 2026
- Website
- Not yet retrieved from the source record
- Phone
- 610-995-8700
- Address
- Three Radnor Corporate Center, Radnor, PA, 19087-4580
Advisors at this firm
18 in our index · page 1 of 1
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David BruneCRD 2520896 · Radnor, PAIA RegisteredRegistration inactive
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John Nikolas D'annaCRD 5674341 · Radnor, PAIA Registered
-
John Michael DerderianCRD 2191572 · Radnor, PAIA RegisteredRegistration inactive
-
John Hannum DonaldsonCRD 721216 · Radnor, PAIA Registered
-
Thomas Keith EbyCRD 2286733 · Radnor, PAIA RegisteredRegistration inactive
-
Daniel Patrick GeraghtyCRD 5773933 · Radnor, PAIA Registered
-
Lydia Christine HoliatCRD 5649193 · Radnor, PAIA RegisteredRegistration inactive
-
Seth D HorwitzCRD 3267294 · Radnor, PAIA RegisteredRegistration inactive
-
Timothy Andrew HoyleCRD 4738853 · Radnor, PAIA RegisteredRegistration inactive
-
Jeremy Alexander LevinCRD 5993387 · Radnor, PAIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Joseph James MclaughlinCRD 2318774 · Radnor, PAIA RegisteredRegistration inactive
-
David Thomas MonizCRD 5338342 · Radnor, PAIA RegisteredRegistration inactive
-
Martina Ann PfeufferCRD 5914469 · Radnor, PAIA RegisteredRegistration inactive
-
Henry Belin SmithCRD 2191412 · Radnor, PAIA RegisteredRegistration inactive
-
Kimberly S. SouthmaydCRD 5158463 · Radnor, PAIA Registered
-
Jason Ryan SalmonCRD 5575104 · Radnor, PAIA RegisteredRegistration inactive
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Christine Elizabeth WalkerCRD 2691352 · Radnor, PAIA Registered
-
Binney Holden Connell WietlisbachCRD 2229514 · Radnor, PAIA RegisteredRegistration inactive
1–18 of 18
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 130007 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.