HARVEST FINANCIAL ADVISORS, LLC
CRD #145552 SEC #801-68507 WEST CHESTER, OH 513-779-3030
SEC Registered
Total AUM
$582.6M
Discretionary
$560M
Employees
9
Clients
10
Accounts
1,295
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $582.6M | $560M | $22.7M | 9 | 0 |
| Apr 2025 | $582.6M | $560M | $22.7M | 9 | 0 |
| Mar 2025 | $582.6M | $560M | $22.7M | 9 | 0 |
| Apr 2024 | $468.5M | $446.5M | $22.1M | 10 | 0 |
| Mar 2024 | $406.3M | $389.1M | $17.2M | 10 | 0 |
| Nov 2023 | $406.3M | $389.1M | $17.2M | 10 | 0 |
| Apr 2023 | $406.3M | $389.1M | $17.2M | 10 | 0 |
| Mar 2023 | $406.3M | $389.1M | $17.2M | 10 | 0 |
| Apr 2022 | $401.1M | $380.1M | $21M | 6 | 0 |
| Mar 2022 | $401.1M | $380.1M | $21M | 6 | 0 |
| Jan 2022 | $322.5M | $290.9M | $31.5M | 6 | 0 |
| Jun 2021 | $322.5M | $290.9M | $31.5M | 6 | 0 |
| Mar 2021 | $322.5M | $290.9M | $31.5M | 6 | 0 |
| Mar 2021 | $322.5M | $290.9M | $31.5M | 6 | 0 |
| Jan 2021 | $329.3M | $235.1M | $94.2M | 6 | 0 |
| Jan 2021 | $329.3M | $235.1M | $94.2M | 6 | 0 |
| Jan 2021 | $329.3M | $235.1M | $94.2M | 6 | 0 |
| Jan 2021 | $329.3M | $235.1M | $94.2M | 6 | 0 |
| Jun 2020 | $329.3M | $235.1M | $94.2M | 6 | 0 |
| Mar 2020 | $329.3M | $235.1M | $94.2M | 6 | 0 |
| Aug 2019 | $332.9M | $173.9M | $159M | 6 | 0 |
| Mar 2019 | $332.9M | $173.9M | $159M | 6 | 0 |
| Nov 2018 | $341.3M | $175M | $166.3M | 6 | 0 |
| Oct 2018 | $341.3M | $175M | $166.3M | 6 | 0 |
| Mar 2018 | $332.1M | $175M | $157.1M | 6 | 0 |
| Mar 2017 | $326.3M | $157.2M | $169.1M | 5 | 195 |
| Mar 2016 | $271.2M | $129M | $142.2M | 4 | 181 |
| Mar 2015 | $400.4M | $118.6M | $281.7M | 4 | 153 |
| Mar 2014 | $381.3M | $103.1M | $278.2M | 4 | 130 |
| Mar 2014 | $381.3M | $103.1M | $278.2M | 4 | 135 |
| Mar 2013 | $353.6M | $101.4M | $252.1M | 4 | 100 |
| Mar 2012 | $359.7M | $91.1M | $268.6M | 1 | 26 |
| Mar 2011 | $341.4M | $90.6M | $250.8M | 5 | -- |
| May 2010 | $238.8M | $72.3M | $166.5M | 5 | -- |
| Oct 2009 | $182.4M | $55.8M | $126.6M | 5 | -- |
| Mar 2008 | $235M | $65M | $170M | 5 | -- |
| Mar 2008 | $0 | $0 | $0 | 5 | -- |
| Oct 2007 | $0 | $0 | $0 | 5 | -- |
DateAug 2025
Total AUM$582.6M
Discretionary$560M
Non-Disc.$22.7M
Employees9
Clients0
DateApr 2025
Total AUM$582.6M
Discretionary$560M
Non-Disc.$22.7M
Employees9
Clients0
DateMar 2025
Total AUM$582.6M
Discretionary$560M
Non-Disc.$22.7M
Employees9
Clients0
DateApr 2024
Total AUM$468.5M
Discretionary$446.5M
Non-Disc.$22.1M
Employees10
Clients0
DateMar 2024
Total AUM$406.3M
Discretionary$389.1M
Non-Disc.$17.2M
Employees10
Clients0
DateNov 2023
Total AUM$406.3M
Discretionary$389.1M
Non-Disc.$17.2M
Employees10
Clients0
DateApr 2023
Total AUM$406.3M
Discretionary$389.1M
Non-Disc.$17.2M
Employees10
Clients0
DateMar 2023
Total AUM$406.3M
Discretionary$389.1M
Non-Disc.$17.2M
Employees10
Clients0
DateApr 2022
Total AUM$401.1M
Discretionary$380.1M
Non-Disc.$21M
Employees6
Clients0
DateMar 2022
Total AUM$401.1M
Discretionary$380.1M
Non-Disc.$21M
Employees6
Clients0
DateJan 2022
Total AUM$322.5M
Discretionary$290.9M
Non-Disc.$31.5M
Employees6
Clients0
DateJun 2021
Total AUM$322.5M
Discretionary$290.9M
Non-Disc.$31.5M
Employees6
Clients0
DateMar 2021
Total AUM$322.5M
Discretionary$290.9M
Non-Disc.$31.5M
Employees6
Clients0
DateMar 2021
Total AUM$322.5M
Discretionary$290.9M
Non-Disc.$31.5M
Employees6
Clients0
DateJan 2021
Total AUM$329.3M
Discretionary$235.1M
Non-Disc.$94.2M
Employees6
Clients0
DateJan 2021
Total AUM$329.3M
Discretionary$235.1M
Non-Disc.$94.2M
Employees6
Clients0
DateJan 2021
Total AUM$329.3M
Discretionary$235.1M
Non-Disc.$94.2M
Employees6
Clients0
DateJan 2021
Total AUM$329.3M
Discretionary$235.1M
Non-Disc.$94.2M
Employees6
Clients0
DateJun 2020
Total AUM$329.3M
Discretionary$235.1M
Non-Disc.$94.2M
Employees6
Clients0
DateMar 2020
Total AUM$329.3M
Discretionary$235.1M
Non-Disc.$94.2M
Employees6
Clients0
DateAug 2019
Total AUM$332.9M
Discretionary$173.9M
Non-Disc.$159M
Employees6
Clients0
DateMar 2019
Total AUM$332.9M
Discretionary$173.9M
Non-Disc.$159M
Employees6
Clients0
DateNov 2018
Total AUM$341.3M
Discretionary$175M
Non-Disc.$166.3M
Employees6
Clients0
DateOct 2018
Total AUM$341.3M
Discretionary$175M
Non-Disc.$166.3M
Employees6
Clients0
DateMar 2018
Total AUM$332.1M
Discretionary$175M
Non-Disc.$157.1M
Employees6
Clients0
DateMar 2017
Total AUM$326.3M
Discretionary$157.2M
Non-Disc.$169.1M
Employees5
Clients195
DateMar 2016
Total AUM$271.2M
Discretionary$129M
Non-Disc.$142.2M
Employees4
Clients181
DateMar 2015
Total AUM$400.4M
Discretionary$118.6M
Non-Disc.$281.7M
Employees4
Clients153
DateMar 2014
Total AUM$381.3M
Discretionary$103.1M
Non-Disc.$278.2M
Employees4
Clients130
DateMar 2014
Total AUM$381.3M
Discretionary$103.1M
Non-Disc.$278.2M
Employees4
Clients135
DateMar 2013
Total AUM$353.6M
Discretionary$101.4M
Non-Disc.$252.1M
Employees4
Clients100
DateMar 2012
Total AUM$359.7M
Discretionary$91.1M
Non-Disc.$268.6M
Employees1
Clients26
DateMar 2011
Total AUM$341.4M
Discretionary$90.6M
Non-Disc.$250.8M
Employees5
Clients--
DateMay 2010
Total AUM$238.8M
Discretionary$72.3M
Non-Disc.$166.5M
Employees5
Clients--
DateOct 2009
Total AUM$182.4M
Discretionary$55.8M
Non-Disc.$126.6M
Employees5
Clients--
DateMar 2008
Total AUM$235M
Discretionary$65M
Non-Disc.$170M
Employees5
Clients--
DateMar 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--