KEY FINANCIAL, INC.
CRD #116240 SEC #801-107742 WEST CHESTER, PA 610-429-9050
SEC Registered
Total AUM
$2.5B
Discretionary
$2.2B
Employees
35
Clients
--
Accounts
4,622
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.5B | $2.2B | $287.8M | 35 | 21 |
| Mar 2025 | $2.5B | $2.2B | $287.8M | 35 | 21 |
| Oct 2024 | $2.2B | $1.9B | $271.7M | 29 | 18 |
| Mar 2024 | $2.2B | $1.9B | $271.7M | 29 | 18 |
| Mar 2024 | $2.2B | $1.9B | $271.7M | 29 | 18 |
| Oct 2023 | $1.8B | $1.5B | $257.5M | 32 | 19 |
| Aug 2023 | $1.8B | $1.5B | $257.5M | 32 | 19 |
| Jul 2023 | $1.8B | $1.5B | $257.5M | 32 | 19 |
| Mar 2023 | $1.8B | $1.5B | $257.5M | 32 | 19 |
| Mar 2023 | $1.8B | $1.5B | $257.5M | 32 | 19 |
| Nov 2022 | $1.9B | $1.5B | $363.7M | 29 | 37 |
| Sep 2022 | $1.9B | $1.5B | $363.7M | 29 | 37 |
| Apr 2022 | $1.9B | $1.5B | $363.7M | 29 | 37 |
| Mar 2022 | $1.9B | $1.5B | $363.7M | 29 | 37 |
| Oct 2021 | $1.5B | $1.2B | $284.9M | 25 | 130 |
| Mar 2021 | $1.5B | $1.2B | $284.9M | 25 | 130 |
| Jan 2021 | $1.2B | $937.2M | $294.9M | 26 | 130 |
| Jun 2020 | $1.2B | $937.2M | $294.9M | 26 | 130 |
| Mar 2020 | $1.2B | $937.2M | $294.9M | 26 | 130 |
| Mar 2019 | $970.6M | $704.6M | $266M | 22 | 108 |
| Mar 2018 | $960.7M | $649.2M | $311.6M | 22 | 101 |
| Aug 2017 | $721.6M | $455.1M | $266.5M | 22 | 1,100 |
| Mar 2017 | $721.6M | $455.1M | $266.5M | 18 | 1,100 |
| Oct 2016 | $663.1M | $316.6M | $346.5M | 18 | 900 |
| Sep 2016 | $663.1M | $316.6M | $346.5M | 18 | 900 |
| Jun 2016 | $663.1M | $316.6M | $346.5M | 6 | 900 |
| Apr 2016 | $551.6M | $311.8M | $239.8M | 6 | 900 |
DateMar 2025
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$287.8M
Employees35
Clients21
DateMar 2025
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$287.8M
Employees35
Clients21
DateOct 2024
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$271.7M
Employees29
Clients18
DateMar 2024
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$271.7M
Employees29
Clients18
DateMar 2024
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$271.7M
Employees29
Clients18
DateOct 2023
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$257.5M
Employees32
Clients19
DateAug 2023
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$257.5M
Employees32
Clients19
DateJul 2023
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$257.5M
Employees32
Clients19
DateMar 2023
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$257.5M
Employees32
Clients19
DateMar 2023
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$257.5M
Employees32
Clients19
DateNov 2022
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$363.7M
Employees29
Clients37
DateSep 2022
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$363.7M
Employees29
Clients37
DateApr 2022
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$363.7M
Employees29
Clients37
DateMar 2022
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$363.7M
Employees29
Clients37
DateOct 2021
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$284.9M
Employees25
Clients130
DateMar 2021
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$284.9M
Employees25
Clients130
DateJan 2021
Total AUM$1.2B
Discretionary$937.2M
Non-Disc.$294.9M
Employees26
Clients130
DateJun 2020
Total AUM$1.2B
Discretionary$937.2M
Non-Disc.$294.9M
Employees26
Clients130
DateMar 2020
Total AUM$1.2B
Discretionary$937.2M
Non-Disc.$294.9M
Employees26
Clients130
DateMar 2019
Total AUM$970.6M
Discretionary$704.6M
Non-Disc.$266M
Employees22
Clients108
DateMar 2018
Total AUM$960.7M
Discretionary$649.2M
Non-Disc.$311.6M
Employees22
Clients101
DateAug 2017
Total AUM$721.6M
Discretionary$455.1M
Non-Disc.$266.5M
Employees22
Clients1,100
DateMar 2017
Total AUM$721.6M
Discretionary$455.1M
Non-Disc.$266.5M
Employees18
Clients1,100
DateOct 2016
Total AUM$663.1M
Discretionary$316.6M
Non-Disc.$346.5M
Employees18
Clients900
DateSep 2016
Total AUM$663.1M
Discretionary$316.6M
Non-Disc.$346.5M
Employees18
Clients900
DateJun 2016
Total AUM$663.1M
Discretionary$316.6M
Non-Disc.$346.5M
Employees6
Clients900
DateApr 2016
Total AUM$551.6M
Discretionary$311.8M
Non-Disc.$239.8M
Employees6
Clients900