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- Custodian
- Charles Schwab & Company · Raymond James · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-05-2021
- Office Locations
- 6
Office Locations
About Confluence Financial Partners
Confluence Financial Partners is a Pittsburgh-based wealth management firm serving individuals and families, businesses and retirement plans, and non-profit organizations. The team provides financial planning, investment management, wealth management, and retirement planning, led by credentialed leadership including a CFA/CFP Chief Investment Officer and a CFP/CPA president, with five offices across Pennsylvania and Naples, Florida.
Reported data analysis
What the numbers show
Between October 1, 2025 and June 10, 2026, reported AUM increased 25.3%, from $5.5B to $6.8B.
Across 5 reported observations, AUM increased 172.5% between July 26, 2022 and June 10, 2026, from $2.5B to $6.8B.
Of the latest reported AUM, 95.3% is discretionary and 4.7% is non-discretionary.
The firm reports 38 advisory representatives and 4,917 clients, or 129.4 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 6 reported office locations and 5 years in operation. The source data was last updated on July 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Confluence Financial Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Stephanie G Bogden
Chief Operating Officer
- CRD
- #4558684
- Ownership
- Less than 5%
KATHLEEN Ann THORNHILL
Chief Compliance Officer
- CRD
- #6108382
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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BARBARA LOUISE BATTIN
--
- CRD
- #5902735
Brandon Beck
Wealth Manager
- CRD
- #5168802
Showing 2 of 43 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,512,741,912 | $443,014 |
| Non-Discretionary | $323,274,289 | $470,559 |
| Total | $6,836,016,201 | $444,243 |
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Separately Managed Accounts
SMA allocation detail is available
Confluence Financial Partners has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Confluence Financial Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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