Henderson Brothers Financial Partners Llc
- Regulatory AUM
- $407M
- Discretionary
- $407M
- Clients
- 1,044
- Avg AUM / client
- $390K
- Accounts
- 1,492
- Employees
- 30
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 702 | $146M | 36.0% |
| High net worth individuals | 342 | $258M | 63.5% |
| Pension and profit sharing plans | Fewer than 5 clients | $194K | 0.05% |
| Charitable organizations | Fewer than 5 clients | $568K | 0.14% |
| Corporations and other businesses | Fewer than 5 clients | $1.4M | 0.33% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pittsburgh Ballet Defined Contribution Plan Pittsburgh Ballet Theatre, Inc. | 2024 | |
| Moravian Academy 403(b) Dc Plan Moravian Academy | Bethlehem, PA | 2024 |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Grealish, Thomas, Brian | President And Ceo | Jul 1986 (40y) | ≈ 18.75% – 50% via Henderson Brothers, Inc. | |
| Jack Patrick Ryan | Chief Compliance Officer | CFP | Aug 2024 (2y) | Less than 5% |
| Megan Warzinski | Manager Director | Aug 2024 (2y) | Less than 5% | |
| Anthony J Barone | Registered representative | Mar 2025 (1y) | ||
| Austin William Krise | Registered representative | Mar 2025 (1y) | ||
| Benjamin Eric Rathfon | Registered representative | Mar 2025 (1y) | ||
| Christopher Jay Securcher | Registered representative | Mar 2025 (1y) | ||
| Craig Thomas Yochum | Registered representative | CFP | Mar 2025 (1y) | |
| Daniel Walker Grealish | Registered representative | Mar 2025 (1y) | ||
| Gabriel Antoni | Registered representative | CFP | Mar 2025 (1y) | |
| John Michael Kirkpatrick | Registered representative | Mar 2025 (1y) | ||
| Joseph Anthony Cravotta | Registered representative | Mar 2025 (1y) | ||
| Kevin Bove | Registered representative | Mar 2025 (1y) | ||
| Roblyn Marie Kelly | Registered representative | Mar 2025 (1y) | ||
| Sierra Christian | Registered representative | Mar 2025 (1y) | ||
| Tiffany Marie Benigni | Registered representative | CFP | Mar 2025 (1y) | |
| Joseph Michael Kelly | Registered representative | CFA | Mar 2025 (1y) | |
| Scott Francis Fremer | Registered representative | Jul 2025 (1y) | ||
| William Gillies Mc Millan | Registered representative | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Henderson Brothers, Inc. | Owner | Aug 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Grealish, Thomas, Brian: 25% – 50% of Henderson Brothers, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pittsburgh Ballet Defined Contribution Plan | Pittsburgh Ballet Theatre, Inc. | 71 | $9.8M | 07/01/2024 |
| Moravian Academy 403(b) Dc Plan | Moravian Academy | 223 | $46.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/23/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $407M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 23, 2026.
View current Form ADV (SEC/IAPD) ↗