Confluence Financial Partners

RIASEC Registered
Total AUM
$7.8B
Discretionary
$7.5B
96% of AUM
Avg account
$521K
Accounts
14,993
Employees
71
Advisory reps
45

Firm details

Headquarters
Mcmurray, Pennsylvania
CRD number
311980
Registered since
April 5, 2021
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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 82%, Exchange Traded Equities 11%, Cash & Cash Equivalents 4%, State & Local Bonds 2%, US Government Bonds 1%82%
  • Public Funds/Mutual Funds82%
  • Exchange Traded Equities11%
  • Cash & Cash Equivalents4%
  • State & Local Bonds2%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 167

Active vs passive

$3.8B in ETFs

Passive

21%

$817M

Active

65%

$3B

ETFProviderStyleCategoryValueShares% of portfolio
CAPITAL GROUP DIVIDEND VALUE ETF (CGDV)Capital GroupActiveLarge Value$382M7,814,17910.00%

Location

Primary office

Mcmurray, PA

Washington

Location

Mcmurray, PA

Headquartered in Mcmurray, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Washington
Address
732 E Mc Murray Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth