AdvisorGrade

Financial advisers in Orchard, NY

3 registered investment adviser firms in Orchard managing $312M in assets, based on public SEC Form ADV filings.

Winthrop Partners - Wny, LLC

Orchard, NY · Est. 2015

RegionalInternational
Fee-only
AUM
$186M
Per adviser
$47M
Advisers
4

No reported disclosures

Winthrop Partners - Epa, LLC

Orchard, NY · Est. 2015

LocalInternational
Fee-only
AUM
$82M
Per adviser
$27M
Advisers
3

No reported disclosures

Winthrop Partners - Wpa , LLC

Orchard, NY · Est. 2015

Regional
Fee-only
AUM
$44M
Per adviser
$22M
Advisers
2

No reported disclosures