Harvest Fund Advisors LLC

Harvest Fund Advisors LLC (CRD# 154425) is a financial advisory firm headquartered in Wayne, PA. They manage $7,042,000,000 in 881 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,042
    MILLION
  • Total Number of Accounts
    881
    ACCOUNTS
  • Average Account Value
    $7,993,190
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, RI, SC, SD, TN, TX, VA, WA, WI

Financial Advisors at Harvest Fund Advisors LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.