DEERFIELD FINANCIAL ADVISORS, INC.
Legal name: DEERFIELD
CRD #104964 SEC #801-25156 INDIANAPOLIS, IN 317-469-2455
SEC Registered
Total AUM
$958.7M
Discretionary
$796.6M
Employees
15
Clients
101
Accounts
938
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $958.7M | $796.6M | $162.1M | 15 | 17 |
| May 2025 | $958.7M | $796.6M | $162.1M | 15 | 17 |
| Mar 2025 | $958.7M | $796.6M | $162.1M | 15 | 17 |
| Mar 2024 | $831.5M | $699.3M | $132.2M | 12 | 24 |
| Dec 2023 | $740M | $616.2M | $123.8M | 11 | 16 |
| Oct 2023 | $740M | $616.2M | $123.8M | 11 | 16 |
| Mar 2023 | $740M | $616.2M | $123.8M | 11 | 16 |
| Jul 2022 | $770.4M | $663.5M | $106.9M | 11 | 21 |
| Mar 2022 | $770.4M | $663.5M | $106.9M | 11 | 21 |
| Apr 2021 | $715.8M | $610.4M | $105.4M | 13 | 16 |
| Mar 2021 | $715.8M | $610.4M | $105.4M | 13 | 16 |
| Jun 2020 | $697.3M | $605.4M | $91.9M | 14 | 18 |
| Mar 2020 | $697.3M | $605.4M | $91.9M | 14 | 18 |
| Oct 2019 | $629M | $555M | $74M | 16 | 17 |
| Apr 2019 | $629M | $555M | $74M | 16 | 17 |
| Mar 2019 | $629M | $555M | $74M | 16 | 17 |
| Nov 2018 | $672.9M | $600.3M | $72.6M | 15 | 27 |
| Mar 2018 | $672.9M | $600.3M | $72.6M | 15 | 27 |
| Mar 2018 | $672.9M | $600.3M | $72.6M | 15 | 27 |
| Mar 2017 | $609.8M | $547.2M | $62.6M | 15 | 300 |
| Nov 2016 | $542.6M | $490.8M | $51.8M | 14 | 300 |
| Mar 2016 | $542.6M | $490.8M | $51.8M | 14 | 300 |
| Oct 2015 | $542.8M | $477.4M | $65.4M | 15 | 300 |
| May 2015 | $542.8M | $477.4M | $65.4M | 15 | 300 |
| Mar 2015 | $542.8M | $477.4M | $65.4M | 15 | 300 |
| Mar 2014 | $552M | $442.8M | $109.2M | 16 | 300 |
| Apr 2013 | $528.8M | $419.2M | $109.6M | 14 | 300 |
| Dec 2012 | $475.7M | $370.6M | $105.1M | 14 | 300 |
| Mar 2012 | $475.7M | $370.6M | $105.1M | 11 | 300 |
| Jun 2011 | $490.7M | $332.4M | $158.3M | -- | -- |
| Mar 2011 | $490.7M | $332.4M | $158.3M | -- | -- |
| Dec 2010 | $346.3M | $289.2M | $57.1M | -- | -- |
| May 2010 | $346.3M | $289.2M | $57.1M | -- | -- |
| Mar 2010 | $300.1M | $270.7M | $29.4M | -- | -- |
| Mar 2007 | $380M | $98M | $282M | 10 | -- |
| Mar 2004 | $171M | $0 | $171M | 10 | -- |
DateNov 2025
Total AUM$958.7M
Discretionary$796.6M
Non-Disc.$162.1M
Employees15
Clients17
DateMay 2025
Total AUM$958.7M
Discretionary$796.6M
Non-Disc.$162.1M
Employees15
Clients17
DateMar 2025
Total AUM$958.7M
Discretionary$796.6M
Non-Disc.$162.1M
Employees15
Clients17
DateMar 2024
Total AUM$831.5M
Discretionary$699.3M
Non-Disc.$132.2M
Employees12
Clients24
DateDec 2023
Total AUM$740M
Discretionary$616.2M
Non-Disc.$123.8M
Employees11
Clients16
DateOct 2023
Total AUM$740M
Discretionary$616.2M
Non-Disc.$123.8M
Employees11
Clients16
DateMar 2023
Total AUM$740M
Discretionary$616.2M
Non-Disc.$123.8M
Employees11
Clients16
DateJul 2022
Total AUM$770.4M
Discretionary$663.5M
Non-Disc.$106.9M
Employees11
Clients21
DateMar 2022
Total AUM$770.4M
Discretionary$663.5M
Non-Disc.$106.9M
Employees11
Clients21
DateApr 2021
Total AUM$715.8M
Discretionary$610.4M
Non-Disc.$105.4M
Employees13
Clients16
DateMar 2021
Total AUM$715.8M
Discretionary$610.4M
Non-Disc.$105.4M
Employees13
Clients16
DateJun 2020
Total AUM$697.3M
Discretionary$605.4M
Non-Disc.$91.9M
Employees14
Clients18
DateMar 2020
Total AUM$697.3M
Discretionary$605.4M
Non-Disc.$91.9M
Employees14
Clients18
DateOct 2019
Total AUM$629M
Discretionary$555M
Non-Disc.$74M
Employees16
Clients17
DateApr 2019
Total AUM$629M
Discretionary$555M
Non-Disc.$74M
Employees16
Clients17
DateMar 2019
Total AUM$629M
Discretionary$555M
Non-Disc.$74M
Employees16
Clients17
DateNov 2018
Total AUM$672.9M
Discretionary$600.3M
Non-Disc.$72.6M
Employees15
Clients27
DateMar 2018
Total AUM$672.9M
Discretionary$600.3M
Non-Disc.$72.6M
Employees15
Clients27
DateMar 2018
Total AUM$672.9M
Discretionary$600.3M
Non-Disc.$72.6M
Employees15
Clients27
DateMar 2017
Total AUM$609.8M
Discretionary$547.2M
Non-Disc.$62.6M
Employees15
Clients300
DateNov 2016
Total AUM$542.6M
Discretionary$490.8M
Non-Disc.$51.8M
Employees14
Clients300
DateMar 2016
Total AUM$542.6M
Discretionary$490.8M
Non-Disc.$51.8M
Employees14
Clients300
DateOct 2015
Total AUM$542.8M
Discretionary$477.4M
Non-Disc.$65.4M
Employees15
Clients300
DateMay 2015
Total AUM$542.8M
Discretionary$477.4M
Non-Disc.$65.4M
Employees15
Clients300
DateMar 2015
Total AUM$542.8M
Discretionary$477.4M
Non-Disc.$65.4M
Employees15
Clients300
DateMar 2014
Total AUM$552M
Discretionary$442.8M
Non-Disc.$109.2M
Employees16
Clients300
DateApr 2013
Total AUM$528.8M
Discretionary$419.2M
Non-Disc.$109.6M
Employees14
Clients300
DateDec 2012
Total AUM$475.7M
Discretionary$370.6M
Non-Disc.$105.1M
Employees14
Clients300
DateMar 2012
Total AUM$475.7M
Discretionary$370.6M
Non-Disc.$105.1M
Employees11
Clients300
DateJun 2011
Total AUM$490.7M
Discretionary$332.4M
Non-Disc.$158.3M
Employees--
Clients--
DateMar 2011
Total AUM$490.7M
Discretionary$332.4M
Non-Disc.$158.3M
Employees--
Clients--
DateDec 2010
Total AUM$346.3M
Discretionary$289.2M
Non-Disc.$57.1M
Employees--
Clients--
DateMay 2010
Total AUM$346.3M
Discretionary$289.2M
Non-Disc.$57.1M
Employees--
Clients--
DateMar 2010
Total AUM$300.1M
Discretionary$270.7M
Non-Disc.$29.4M
Employees--
Clients--
DateMar 2007
Total AUM$380M
Discretionary$98M
Non-Disc.$282M
Employees10
Clients--
DateMar 2004
Total AUM$171M
Discretionary$0
Non-Disc.$171M
Employees10
Clients--