Deerfield

RIASEC Registered

Total AUM

$1.2B

Discretionary

$975M

83% of AUM

Avg account

$1.1M

Accounts

1,073

Employees

Advisory reps

Firm details

Headquarters: Indianapolis, Indiana
CRD number: 104964
Registered since: September 5, 1985
Website: deerfieldfa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.48%
Individuals9.98%
Charitable Organizations2.2%
Pension & Profit Sharing Plans0.92%
Corporations / Businesses0.42%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Deerfield operates as an independent registered investment adviser structured as a corporation and has been SEC-registered since 1985. The firm serves both individual and family clients alongside institutional clients, providing financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. Its billing methods include asset-based fees, hourly charges, and fixed-fee engagements. Deerfield does not list itself as an active ESG investor and is not characterized as a capital allocator.