Financial advisers in Orchard Park, NY
4 registered investment adviser firms in Orchard Park managing $1.8B in assets, based on public SEC Form ADV filings.
Moldenhauer & Associates
Orchard Park, NY · Est. 2025
Local
- AUM
- $765M
- Per adviser
- $76M
- Advisers
- 10
No reported disclosures
Silver Grove Advisory Services
Orchard Park, NY · Est. 2017
RegionalInternational
- AUM
- $454M
- Per adviser
- $27M
- Advisers
- 17
No reported disclosures
Waterford Advisors, LLC
Orchard Park, NY · Est. 2004
Local
- AUM
- $399M
- Per adviser
- $57M
- Advisers
- 7
No reported disclosures
Farrell Financial
Orchard Park, NY · Est. 2022
Local
- AUM
- $201M
- Per adviser
- $67M
- Advisers
- 3
No reported disclosures