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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-31-2014
- Office Locations
- 2
Office Locations
About Financial Partners, LLC
Financial Partners, LLC is a Santa FE-based RIA with 2 offices. The firm has been operating for 12 years. Managing $181.7M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between March 19, 2025 and March 31, 2026, reported AUM increased 24.8%, from $145.6M to $181.7M.
Across 5 reported observations, AUM increased 65.2% between February 10, 2022 and March 31, 2026, from $110.0M to $181.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 268 clients, or 89.3 clients per representative. That equates to $678.1K in reported AUM per client.
The profile lists 2 reported office locations and 12 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
PETER DENIS MURPHY
Managing Member, Wealth Advisor
- CRD
- #5427375
- Ownership
- 25% but less than 50%
Gregory A Myers
Financial Advisor, PARTNER
- CRD
- #4625574
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $181,725,211 | $678,079 |
| Non-Discretionary | $0 | -- |
| Total | $181,725,211 | $678,079 |
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Separately Managed Accounts
SMA allocation detail is available
Financial Partners, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.