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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-26-2008
- Office Locations
- 1
Office Locations
About Harvest Financial Partners
Harvest Financial Partners is a Paoli, PA-based RIA (founded 2008) providing financial planning and personalized portfolio management for busy individuals, families, and business owners. The firm supports goals like retirement and education planning, with an emphasis on accessible, transparent communication around scope and fees. Portfolios commonly use ETFs and mutual funds alongside fixed income, with custody at Charles Schwab.
Reported data analysis
What the numbers show
Between March 18, 2025 and August 25, 2026, reported AUM increased 12.8%, from $131.9M to $148.8M.
Across 5 reported observations, AUM increased 40.5% between March 11, 2022 and August 25, 2026, from $106.0M to $148.8M.
Of the latest reported AUM, 98.4% is discretionary and 1.6% is non-discretionary.
The firm reports 2 advisory representatives and 159 clients, or 79.5 clients per representative. That equates to $936.0K in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on August 25, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Harvest Financial Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN GREGORY FATTIBENE
Chief Compliance Officer, Director, Managing Member
- CRD
- #1441984
- Ownership
- 50% but less than 75%
JAMES JOSEPH WRIGHT
Analyst, Managing Member
- CRD
- #2470758
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,387,184 | $385,229 |
| Non-Discretionary | $2,439,899 | $813,300 |
| Total | $148,827,083 | $388,582 |
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Separately Managed Accounts
SMA allocation detail is available
Harvest Financial Partners has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.