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

Farrell Financial financial advisors in Orchard Park, NY

Every SEC-registered investment adviser representative at a Farrell Financial office in Orchard Park, A to Z.

3 registered advisors work at Farrell Financial in Orchard Park, out of 3 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Farrell Financial advisors in Orchard Park, A to Z

Every Farrell Financial advisor →

Other firms in Orchard Park

All Orchard Park advisors →

Silver Grove Advisory Services 14LPL Financial LLC 10LPL Enterprise, LLC 8Moldenhauer & Associates 7Osaic Wealth, Inc. 7Waterford Advisors, LLC 6Merit Financial Advisors 5Morgan Stanley 5Raymond James Financial Services Advisors, Inc. 5Commonwealth Financial Network 4Cambridge Investment Research Advisors, Inc. 3Wny Asset Management, LLC 3

Questions

How many financial advisors does Farrell Financial have in Orchard Park?

3 investment adviser representatives are registered at Farrell Financial offices in Orchard Park, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Farrell Financial one of the largest advisor employers in Orchard Park?

Farrell Financial ranks number 12 in Orchard Park by registered advisors; Silver Grove Advisory Services has the most, with 14.

How do I check a Farrell Financial advisor in Orchard Park?

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 Farrell Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.