| Relationships | Role | Relationship Start | Relationship End |
| The Haverford Trust Company | Parent | 1/1/1993 | 9/2/2003 |
| Rittenhouse Financial Services, Inc. | Parent | 4/1/1987 | 12/31/1992 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Haverford Trust Securities, Inc | Buyer | Discontinued | 9/3/2003 |