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HENDERSON BROTHERS FINANCIAL PARTNERS LLC

PITTSBURGH, PA · CRD 333732 · IAPD ↗ · hendersonbrothersfinancialpartners.com · 412-261-3333

$406.8MRegulatory AUM
19Advisory reps
30Employees
0Clients
1-10Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
January 2026 — HENDERSON BROTHERS FINANCIAL PARTNERS LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2025 — HENDERSON BROTHERS FINANCIAL PARTNERS LLC notice-filed in CA, FL, NJ, NY, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
June 2025 — HENDERSON BROTHERS FINANCIAL PARTNERS LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
June 2025 — HENDERSON BROTHERS FINANCIAL PARTNERS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
46
May 2025 — HENDERSON BROTHERS FINANCIAL PARTNERS LLC notice-filed in NH, OH, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
May 2025 — HENDERSON BROTHERS FINANCIAL PARTNERS LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
March 2025 — HENDERSON BROTHERS FINANCIAL PARTNERS LLC notice-filed in NC, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
February 2025 — HENDERSON BROTHERS FINANCIAL PARTNERS LLC (PITTSBURGH, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 22 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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