HAVERFORD FINANCIAL SERVICES, INC.
CRD #130007 SEC #801-62759 RADNOR, PA 610-995-8700
SEC Registered
Total AUM
$341.9M
Discretionary
$341.9M
Employees
44
Clients
--
Accounts
27
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $341.9M | $341.9M | $0 | 44 | 0 |
| Mar 2025 | $341.9M | $341.9M | $0 | 44 | 0 |
| Mar 2024 | $346.9M | $346.9M | $0 | 45 | 0 |
| Apr 2023 | $381.8M | $381.8M | $0 | 43 | 0 |
| Mar 2023 | $381.8M | $381.8M | $0 | 43 | 0 |
| Mar 2023 | $381.8M | $381.8M | $0 | 43 | 0 |
| May 2022 | $459.7M | $459.7M | $0 | 43 | 1 |
| Mar 2022 | $459.7M | $459.7M | $0 | 43 | 1 |
| Mar 2021 | $388.8M | $388.8M | $0 | 46 | 1 |
| Jun 2020 | $337.6M | $337.6M | $0 | 46 | 1 |
| Mar 2020 | $337.6M | $337.6M | $0 | 46 | 1 |
| Mar 2019 | $270.2M | $270.2M | $0 | 45 | 2 |
| Mar 2018 | $334.1M | $334.1M | $0 | 43 | 2 |
| Aug 2017 | $309M | $309M | $0 | 42 | 100 |
| May 2017 | $295.1M | $295.1M | $0 | 41 | 100 |
| Mar 2017 | $295.1M | $295.1M | $0 | 41 | 100 |
| Jun 2016 | $305.5M | $305.5M | $0 | 39 | 200 |
| Mar 2016 | $304.9M | $304.9M | $0 | 39 | 200 |
| Mar 2015 | $319.6M | $319.6M | $0 | 36 | 200 |
| Mar 2014 | $285.4M | $285.4M | $0 | 45 | 200 |
| Mar 2013 | $256.2M | $256.2M | $0 | 40 | 200 |
| Jun 2012 | $283M | $283M | $0 | 11 | 200 |
| Mar 2012 | $259.7M | $259.7M | $0 | 11 | 200 |
| Aug 2010 | $304M | $228.3M | $75.7M | -- | -- |
| Feb 2009 | $301.9M | $298M | $3.9M | -- | -- |
| Mar 2007 | $201.6M | $120.7M | $80.9M | 51 | -- |
| Mar 2006 | $292.4M | $135.9M | $156.5M | -- | -- |
| Mar 2006 | $672.5M | $60.3M | $612.1M | 10 | -- |
| Jan 2006 | $672.5M | $60.3M | $612.1M | 10 | -- |
| Dec 2005 | $672.5M | $60.3M | $612.1M | 10 | -- |
| Oct 2005 | $672.5M | $60.3M | $612.1M | 10 | -- |
| May 2005 | $672.5M | $60.3M | $612.1M | 10 | -- |
| Jan 2005 | $672.5M | $60.3M | $612.1M | 10 | -- |
| Jan 2005 | $672.5M | $60.3M | $612.1M | 10 | -- |
| Dec 2004 | $94.5M | $4.4M | $90.2M | 10 | -- |
| Apr 2004 | $94.5M | $4.4M | $90.2M | 10 | -- |
DateDec 2025
Total AUM$341.9M
Discretionary$341.9M
Non-Disc.$0
Employees44
Clients0
DateMar 2025
Total AUM$341.9M
Discretionary$341.9M
Non-Disc.$0
Employees44
Clients0
DateMar 2024
Total AUM$346.9M
Discretionary$346.9M
Non-Disc.$0
Employees45
Clients0
DateApr 2023
Total AUM$381.8M
Discretionary$381.8M
Non-Disc.$0
Employees43
Clients0
DateMar 2023
Total AUM$381.8M
Discretionary$381.8M
Non-Disc.$0
Employees43
Clients0
DateMar 2023
Total AUM$381.8M
Discretionary$381.8M
Non-Disc.$0
Employees43
Clients0
DateMay 2022
Total AUM$459.7M
Discretionary$459.7M
Non-Disc.$0
Employees43
Clients1
DateMar 2022
Total AUM$459.7M
Discretionary$459.7M
Non-Disc.$0
Employees43
Clients1
DateMar 2021
Total AUM$388.8M
Discretionary$388.8M
Non-Disc.$0
Employees46
Clients1
DateJun 2020
Total AUM$337.6M
Discretionary$337.6M
Non-Disc.$0
Employees46
Clients1
DateMar 2020
Total AUM$337.6M
Discretionary$337.6M
Non-Disc.$0
Employees46
Clients1
DateMar 2019
Total AUM$270.2M
Discretionary$270.2M
Non-Disc.$0
Employees45
Clients2
DateMar 2018
Total AUM$334.1M
Discretionary$334.1M
Non-Disc.$0
Employees43
Clients2
DateAug 2017
Total AUM$309M
Discretionary$309M
Non-Disc.$0
Employees42
Clients100
DateMay 2017
Total AUM$295.1M
Discretionary$295.1M
Non-Disc.$0
Employees41
Clients100
DateMar 2017
Total AUM$295.1M
Discretionary$295.1M
Non-Disc.$0
Employees41
Clients100
DateJun 2016
Total AUM$305.5M
Discretionary$305.5M
Non-Disc.$0
Employees39
Clients200
DateMar 2016
Total AUM$304.9M
Discretionary$304.9M
Non-Disc.$0
Employees39
Clients200
DateMar 2015
Total AUM$319.6M
Discretionary$319.6M
Non-Disc.$0
Employees36
Clients200
DateMar 2014
Total AUM$285.4M
Discretionary$285.4M
Non-Disc.$0
Employees45
Clients200
DateMar 2013
Total AUM$256.2M
Discretionary$256.2M
Non-Disc.$0
Employees40
Clients200
DateJun 2012
Total AUM$283M
Discretionary$283M
Non-Disc.$0
Employees11
Clients200
DateMar 2012
Total AUM$259.7M
Discretionary$259.7M
Non-Disc.$0
Employees11
Clients200
DateAug 2010
Total AUM$304M
Discretionary$228.3M
Non-Disc.$75.7M
Employees--
Clients--
DateFeb 2009
Total AUM$301.9M
Discretionary$298M
Non-Disc.$3.9M
Employees--
Clients--
DateMar 2007
Total AUM$201.6M
Discretionary$120.7M
Non-Disc.$80.9M
Employees51
Clients--
DateMar 2006
Total AUM$292.4M
Discretionary$135.9M
Non-Disc.$156.5M
Employees--
Clients--
DateMar 2006
Total AUM$672.5M
Discretionary$60.3M
Non-Disc.$612.1M
Employees10
Clients--
DateJan 2006
Total AUM$672.5M
Discretionary$60.3M
Non-Disc.$612.1M
Employees10
Clients--
DateDec 2005
Total AUM$672.5M
Discretionary$60.3M
Non-Disc.$612.1M
Employees10
Clients--
DateOct 2005
Total AUM$672.5M
Discretionary$60.3M
Non-Disc.$612.1M
Employees10
Clients--
DateMay 2005
Total AUM$672.5M
Discretionary$60.3M
Non-Disc.$612.1M
Employees10
Clients--
DateJan 2005
Total AUM$672.5M
Discretionary$60.3M
Non-Disc.$612.1M
Employees10
Clients--
DateJan 2005
Total AUM$672.5M
Discretionary$60.3M
Non-Disc.$612.1M
Employees10
Clients--
DateDec 2004
Total AUM$94.5M
Discretionary$4.4M
Non-Disc.$90.2M
Employees10
Clients--
DateApr 2004
Total AUM$94.5M
Discretionary$4.4M
Non-Disc.$90.2M
Employees10
Clients--