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- Custodian
- BNY Mellon · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-05-1994
- Office Locations
- 1
Office Locations
About KEY Financial, Inc.
Key Financial, Inc. is a West Chester, PA advisory led by Patti Brennan, providing financial planning and investment management for affluent families focused on protecting, preserving, and growing multigenerational legacy with tax-aware strategies. The firm builds portfolios using asset allocation across public funds, including ETFs and mutual funds, and coordinates estate and insurance planning. Notable: Brennan authored the best-selling personal finance book "Am I Going to Be Okay?".
Reported data analysis
What the numbers show
Between March 15, 2025 and July 17, 2026, reported AUM increased 15.6%, from $2.5B to $2.8B.
Across 5 reported observations, AUM increased 51.5% between November 2, 2022 and July 17, 2026, from $1.9B to $2.8B.
Of the latest reported AUM, 89.8% is discretionary and 10.2% is non-discretionary.
The firm reports 10 advisory representatives and 1,439 clients, or 143.9 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 1 reported office location and 31 years in operation. The source data was last updated on July 17, 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
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full KEY Financial, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PATRICIA CLARK BRENNAN
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #1454607
- Ownership
- 75% or more
RICHARD BRADLEY EVERETT
Chief Investment Officer
- CRD
- #5254694
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
MICHAEL PATRICK BRENNAN
Portfolio Consultant
- CRD
- #6135449
DIANE L KRAINIK
Portfolio Consultant
- CRD
- #6628363
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,548,454,796 | $674,016 |
| Non-Discretionary | $290,694,813 | $435,824 |
| Total | $2,839,149,609 | $638,298 |
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Separately Managed Accounts
SMA allocation detail is available
KEY Financial, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
KEY Financial, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.