DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
H••••••••• F•••••••• P••••••• L••
Legal name P••• W••••• M••••••••• L••
Latest filing Feb 16, 2026
First filing on the tape Nov 23, 2024 · 6 filings
SEC status approved since Jan 6, 2025
RAUM
$135M
reported, Item 5.F
Discretionary
92%
of RAUM
Private clients
98%
$132M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$44.9M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$135M as of Feb 16, 2026
Jan 27, 2025$105M then
HNW client RAUM$102M as of Feb 16, 2026
Jan 27, 2025$76.3M then
State-registered IARs (5.B.3)3 as of Feb 16, 2026
Jan 27, 20253 then
Employees (5.A)3 as of Feb 16, 2026
Jan 27, 20253 then
Private funds: no history
RAUM +29% over the last fiscal yearIARs 3 to 3
Practice profile
derived from the filing of Feb 16, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $44.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 68derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.5MderivedHNW RAUM over HNW clients
- Average account
- $635,974derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 92%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +29%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +15%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$102M75%
- Individuals$30.0M22%
- Corporations and businesses$3.0M2.3%
- Individual clients
- 135reported
- HNW clients
- 68reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 212reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| A••• V•• V•••••• P••• | H•••••••••, Nj | Oct 23, 2018 | 21 y | 4 |
| R••••• C•••••••• A•••••• | H•••••••••, Nj | May 22, 2024 | 10 y | 0 |
| D•••• R••• B••••••• | H•••••••••, Nj | Sep 2, 2025 | 10 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 33% of current headcount1 left over 36 months
Left, latest
- M•••••• S•••• to F••••• P••• W••••• A••••••• L••Dec 5, 2025 · RIA to a state-registered adviser
- M••••••••• W••••• to W••••• M••••••••• A••••••••• I•••May 17, 2023 · RIA to RIA
Joined, latest
- M•••••• S•••• from F•••••• F•••••••• A•••••••• L••Mar 15, 2024 · Affiliated broker-dealer or bank to independent RIA
- M••••••••• W••••• from J••• M••••• S••••••••• L••Oct 19, 2020 · Wirehouse to independent RIA
- A••• V•• V•••••• P••• from W••••• M••••••••• A••••••••• I•••Oct 23, 2018 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A••••••• R•••••• C•••••••• · Chief Compliance Officercontrolsince 09/2024 · owns less than 5%
- P•••• A•••• V•• V•••••• · Presidentcontrolsince 09/2009 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| H•••••••••, Nj · principal | 3 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- account count collapseChange between filings · filing Feb 16, 2026accounts (Item 5.F.2.f) moved from 498.0 to 212.0 (-57.0%) between the annual amendments of 2025-01-27 and 2026-02-16; the peer median change was +5.0% (3687 comparable advisers, 2.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,687) · 2.4% percentile
What changed
consecutive filings, newest first
- Accounts · 498 to 212Dec 5, 2025 to Feb 16, 2026
- Charity clients · 3 to 0Dec 5, 2025 to Feb 16, 2026
- Corporate clients · 2 to 9Dec 5, 2025 to Feb 16, 2026
- HNW clients · 61 to 68Dec 5, 2025 to Feb 16, 2026
- Individual clients · 116 to 135Dec 5, 2025 to Feb 16, 2026
- Financial planning clients · 101-250 to 0Dec 5, 2025 to Feb 16, 2026
- Discretionary RAUM · $95.5M to $125MDec 5, 2025 to Feb 16, 2026
- HNW RAUM · $76.3M to $102MDec 5, 2025 to Feb 16, 2026
- Individual RAUM · $25.6M to $30.0MDec 5, 2025 to Feb 16, 2026
- Non-discretionary RAUM · $9.3M to $10.1MDec 5, 2025 to Feb 16, 2026
- RAUM · $105M to $135MDec 5, 2025 to Feb 16, 2026
- Advisory employees · 4 to 3Sep 15, 2025 to Dec 5, 2025
- Employees · 4 to 3Sep 15, 2025 to Dec 5, 2025
- State-registered IARs · 4 to 3Sep 15, 2025 to Dec 5, 2025
- Advisory employees · 3 to 4Jun 30, 2025 to Sep 15, 2025
- Employees · 3 to 4Jun 30, 2025 to Sep 15, 2025
- State-registered IARs · 3 to 4Jun 30, 2025 to Sep 15, 2025
- Financial planning clients · 101-250 to 101-250Jan 27, 2025 to Jun 30, 2025
- Accounts · 484 to 498Nov 23, 2024 to Jan 27, 2025
- Corporate clients · 9 to 2Nov 23, 2024 to Jan 27, 2025
- HNW clients · 59 to 61Nov 23, 2024 to Jan 27, 2025
- Financial planning clients · 26-50 to 101-250Nov 23, 2024 to Jan 27, 2025
- Discretionary RAUM · $97.6M to $95.5MNov 23, 2024 to Jan 27, 2025
- HNW RAUM · $74.9M to $76.3MNov 23, 2024 to Jan 27, 2025
- Individual RAUM · $25.9M to $25.6MNov 23, 2024 to Jan 27, 2025
- Non-discretionary RAUM · $6.2M to $9.3MNov 23, 2024 to Jan 27, 2025
- RAUM · $104M to $105MNov 23, 2024 to Jan 27, 2025
Signals
3 dated events
- M•••••• S•••• left H••••••••• F•••••••• P••••••• L•• for F••••• P••• W••••• A••••••• L•• (registered 2026-06-17)Dec 5, 2025 · Advisor changed firm · fact
- H••••••••• F•••••••• P••••••• L•• filed its initial SEC registration (Form ADV)Nov 23, 2024 · First SEC registration · fact
- M••••••••• W••••• left H••••••••• F•••••••• P••••••• L•• for W••••• M••••••••• A••••••••• I••• (registered 2023-06-23)May 17, 2023 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 856-212-1232reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 856-288-2292reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 856-354-7025reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/haddonfield-financial-planningreportedpublic record, Form ADV, Sep 18, 2026
- Website
- hfponline.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 856-795-0471reportedpublic record, Form ADV, Feb 16, 2026
- Contact form
- hfponline.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $44.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026