Wealth manager, independent · McMurray, PA
Confluence Financial Partners
Confluence Wealth Services, LLC · SEC-registered investment adviser · CRD 311980 · SEC 801-120711
At a glance
Confluence Financial Partners is an SEC-registered investment adviser based in McMurray, Pennsylvania, with $7.8B in regulatory assets under management as of its Form ADV filed September 15, 2026. It reports 5,148 individual clients, 1,910 of them high-net-worth, holding an average of about $1.4 million each, and 71 employees. That ranks it 135th among the nation’s 5,657 independent wealth management RIAs and 6th of 260 in Pennsylvania. It reports Raymond James as the custodian for its clients’ separately managed accounts.
Up $973M from $6.8B in its previous filing; rank 155 → 135. This month’s movers →
Main office 724-271-8801confluencefp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $7.8B
- Rank among independent wealth managers
- #135 of 5,657
- Rank among all SEC RIAs
- #1,594 of 17,210
- Rank in Pennsylvania
- #6 of 260
- Individual clients
- 5,148
- High-net-worth clients
- 1,910
- Accounts
- 14,993
- Discretionary
- 96% of AUM
- Employees
- 71
- Advisory staff
- 39
- Offices
- 9
Owners and executives on its Form ADV
- Gregory J. WeimerChief Executive Officer and Chair
- Gregory J. WeimerPresident
- KATHLEEN A. THORNHILLChief Compliance Officer
- William R. WinkelerChief Investment Officer
- Stephanie G BogdenChief Operating Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Confluence Financial Partners reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,910 | $6.3B | 81% |
| Individuals | 3,238 | $1.1B | 14% |
| Pension and profit sharing plans | 39 | $237M | 3% |
| Corporations or other businesses | 28 | $77M | <1% |
| Charitable organizations | 7 | $53M | <1% |
| State or municipal government entities | 4 | $20M | <1% |
| Other | 1 | $1M | <1% |
| Investment companies | 1 | $1M | <1% |
Disciplinary disclosures
Confluence Financial Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗confluencefp.com ↗
AtlasMembers
The full record on Confluence Financial Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 529 peers of its type and size
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- Owners and executives, with titles and stakes
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- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Great Valley Advisor Group, LLCBerwyn | $11B | 36,836 |
| Callan Family Office, LLCRadnor | $10B | 170 |
| Wealthcare Advisory Partners LLCWest Chester | $8.3B | 10,696 |
| Hbks Wealth AdvisorsErie | $7.7B | 7,344 |
| Miller Investment Management, LPWest Conshohocken | $7.1B | 155 |
| Prowell Financial Management, LLCExton | $6.9B | 57 |
Background
Questions
How much does Confluence Financial Partners manage?
Confluence Financial Partners reports $7.8B in regulatory assets under management across 14,993 accounts, 96% of it on a discretionary basis, on its Form ADV filed September 15, 2026.
How many clients does Confluence Financial Partners have?
It reports 5,148 individual clients: 1,910 high-net-worth individuals and 3,238 other individuals. Individuals account for about 95% of its regulatory assets.
Where is Confluence Financial Partners headquartered?
Its main office is in McMurray, Pennsylvania. It reports 9 offices in total and 71 employees, 39 of whom perform investment advisory functions.
How does Confluence Financial Partners charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Confluence Financial Partners use?
It reports Raymond James as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 15, 2026, it reports these amounts held: Raymond James ($6.1B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Confluence Financial Partners a hybrid RIA with a broker-dealer?
Confluence Financial Partners reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Confluence Financial Partners a fiduciary?
As an SEC-registered investment adviser, Confluence Financial Partners owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Confluence Financial Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-15), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →