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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Orchard Park, NY

Every SEC-registered investment adviser representative at a firm office in Orchard Park, with the firms that employ the most of them.

99 registered advisors work in Orchard Park; the most are at Silver Grove Advisory Services (14). 21 list the CFP designation and 79 are also registered broker representatives.

Firms with the most advisors in Orchard Park

FirmAdvisors in Orchard Park
Silver Grove Advisory Services14
LPL Financial LLC news10
LPL Enterprise, LLC news8
Moldenhauer & Associates7
Osaic Wealth, Inc. news7
Waterford Advisors, LLC6
Merit Financial Advisors5
Morgan Stanley news5
Raymond James Financial Services Advisors, Inc. news5
Commonwealth Financial Network news4
Cambridge Investment Research Advisors, Inc. news3
Farrell Financial3
Wny Asset Management, LLC3
Cetera Investment Advisers LLC news2
Equitable Advisors, LLC news2
Focus Partners Wealth, LLC2
Geneos Wealth Management, Inc.2
MML Investors Services, LLC2
Senior Financial And Realty Assoc.2
State Farm Investment Management Corp.2
Wells Fargo Clearing Services, LLC news2
Ameriprise Financial Services, LLC news1
Clear View Wealth Advisors1
Edward Jones news1
Free Time Financial LLC1

Advisors in Orchard Park, A to Z

CFP advisors in Orchard Park →

Other cities in New York

All of New York →

New York 15,109Melville 1,194Rochester 906Garden City 754Purchase 718Brooklyn 572Williamsville 461Syracuse 406Albany 390Buffalo 347Pittsford 341Hauppauge 322White Plains 300Cohoes 264Saratoga Springs 242Jericho 237Staten Island 234Latham 228Woodbury 223Amherst 217New York City 195Tarrytown 150Poughkeepsie 128Great Neck 124

Questions

How many financial advisors are in Orchard Park, NY?

99 investment adviser representatives are registered at firm offices in Orchard Park, New York, according to the SEC's Investment Adviser Public Disclosure records. 79 of them are also registered as broker representatives, and 21 list the CFP designation.

Which firm has the most financial advisors in Orchard Park?

Silver Grove Advisory Services, with 14 registered advisors in Orchard Park, followed by LPL Financial LLC with 10.

How do I check a financial advisor in Orchard Park?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.