Confluence Financial Partners

RIASEC Registered

Total AUM

$7.8B

Discretionary

$7.5B

96% of AUM

Avg account

$521K

Accounts

14,993

Employees

Advisory reps

Firm details

Headquarters: Mcmurray, Pennsylvania
CRD number: 311980
Registered since: April 5, 2021
Website: www.confluencefp.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI81.19%
Individuals13.83%
Pension & Profit Sharing Plans3.04%
Corporations / Businesses0.99%
Charitable Organizations0.68%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Confluence Financial Partners is an independent registered investment adviser organized as a limited liability company. The firm is SEC registered (2021) and describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Fee arrangements include percentage-of-AUM billing and fixed-fee engagements. Confluence identifies insurance company affiliations and does not position itself as an active ESG investor. Confluence has received outside recognition in recent years, appearing on Forbes’ Top RIA Firms lists in 2023 and 2024, and being named among Citywire’s “50 Growers Across America” in 2026.