Harvest Financial Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

145552

SEC number

801-68507

Firm type

RIA

Assets under management

$671.0M as of Mar 31, 2026

Website

harvest-advisor.com ↗

Phone

513-779-3030

Address

8840 Cincinnati-Dayton Road, West Chester, OH, 45069

Advisors at this firm

9 in our index · page 1 of 1

• Paul E. BurgdorfCRD 5868892 · West Chester, OH
  IA Registered
• Gaye Clarke LampertCRD 1243816 · Naples, FL
  IA Registered
  Disclosure event(s) on record
• Monica Lynn DwyerCRD 4941189 · West Chester, OH
  IA RegisteredRegistration inactive
• Marc Erle HennCRD 2120816 · Cincinnati, OH
  IA Registered
• Benjamin Francis HunterCRD 7399822 · West Chester, OH
  IA RegisteredRegistration inactive
• Bruce MasonCRD 4525261 · Cincinnati, OH
  IA Registered
• Ryan D MotsingerCRD 7171072 · West Chester, OH
  IA RegisteredRegistration inactive
• Matthew Mark SavotiCRD 5758985 · West Chester, OH
  IA RegisteredRegistration inactive
• Joy Michelle SchlieCRD 2820814 · West Chester, OH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

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.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.