Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Silver Grove Advisory Services financial advisors in New York

Every SEC-registered investment adviser representative at a Silver Grove Advisory Services office in New York, by city and A to Z.

The short answer

15 registered advisors work at Silver Grove Advisory Services in New York, out of 16 nationwide; it's the firm's number 1 state by advisors, and the most are in Orchard Park (14). 1 list the CFP designation and 10 are also registered broker representatives.

Silver Grove Advisory Services advisors by city in New York

Every firm in New York →

Orchard Park 14Saranac Lake 1

Silver Grove Advisory Services advisors in New York, A to Z

Search by name →

Questions

How many Silver Grove Advisory Services financial advisors are in New York?

15 investment adviser representatives are registered at Silver Grove Advisory Services offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 16 at the firm nationwide. 1 list the CFP designation and 10 are also registered as broker representatives.

Where in New York does Silver Grove Advisory Services have the most advisors?

Orchard Park, with 14, then Saranac Lake (1). Silver Grove Advisory Services has advisors in 2 cities in New York.

How do I check a Silver Grove Advisory Services advisor in New York?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Silver Grove Advisory Services office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.