This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$453MItem 5.F on the latest filing (2026-04-21); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$403M

Private client RAUM

$453MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

8

RAUM per advisor

$56.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

9

Advisory employees

8

Offices

2Schedule D 1.F, beyond the principal office

Accounts

1,719

Individual clients

108

High net worth clients

159

Custody, client assets

$6.5M

SEC number

801-119274

CRD

122147

Filings on the tape

24

First filed

Jul 14, 2020

Latest filed

Apr 21, 2026

Organised

Other (specify), PA

Website

linkedin

• Occurred

  Nov 6, 2023
  Advisor changed firm

  Rosemarie Elizabeth Porter left Mcclarren Financial Advisors for Direct Financial Care (registered 2025-05-07)

  Form ADVobserved 5 days ago
• Occurred

  Jul 14, 2020
  First Form ADV filing

  Mcclarren Financial Advisors filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:94b35f30-ef50-66aa-5b5a-403d70e9b0c7

First observed

Jul 14, 2020

Last observed

Apr 21, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.