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CONFLUENCE FINANCIAL PARTNERS

MCMURRAY, PA · CRD 311980 · IAPD ↗ · confluencefp.com · 724-271-8801

$7.81BRegulatory AUM
39Advisory reps
71Employees
38Clients
More than 500Planning clients
0Private funds
37States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — CONFLUENCE FINANCIAL PARTNERS notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — CONFLUENCE FINANCIAL PARTNERS added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — CONFLUENCE FINANCIAL PARTNERS reported RAUM up 25% ($5.45B -> $6.84B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2025 — CONFLUENCE FINANCIAL PARTNERS reported RAUM up 79% ($3.06B -> $5.45B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
December 2024 — CONFLUENCE FINANCIAL PARTNERS notice-filed in CO, DC, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
October 2024 — CONFLUENCE FINANCIAL PARTNERS added office(s): 3 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
October 2024 — CONFLUENCE FINANCIAL PARTNERS grew from 29 to 34 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
February 2024 — CONFLUENCE FINANCIAL PARTNERS notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.