Top 4 financial advisor firms in Orchard Park

4 SEC-registered financial advisor firms are headquartered in Orchard Park, NY, with $1.82B in combined regulatory assets under management. The largest by assets are Buffalo Business & Estate Services ($765M), Silver Grove Financial Group ($454M) and Waterford Advisors ($399M).

4
Financial advisor firms: $1.82B
Their combined AUM: $426M
Median firm AUM: 3,886
Clients of the top 4

The 4 largest by assets

1
Buffalo Business & Estate Services
RIA
$765M
Regulatory AUM
2
Silver Grove Financial Group
RIA
$454M
Up to 2.00% a year
3
Waterford Advisors
RIA
$399M
0.35% to 1.20% a year
4
Farrell Financial
RIA
$201M
Regulatory AUM

Profiles of the top 4

No. 1 · RIA

Buffalo Business & Estate Services

Buffalo Business & Estate Services is an investment adviser based in Orchard Park, NY, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $765 million, as filed on 23 January 2026.

Regulatory AUM: $765M
Clients: 1,152
Advisory staff: 10
Custodians: Fidelity
Headquarters: 6195 West Quaker Street, Orchard Park, NY 14127
Phone: 716-662-4361
Website: moldenhauerassociates.com

No. 2 · RIA

Silver Grove Financial Group

Silver Grove Financial Group is an investment adviser based in Orchard Park, NY, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $454 million, as filed on 31 August 2026.

Silver Grove Financial Group charges up to 2.00% a year for its Investment Management Services.

Regulatory AUM: $454M
Clients: 2,150
Advisory staff: 17
Fee schedule: Up to 2.00% a year
Custodians: LPL Financial, Broadridge Business Process Outsourcing, Charles Schwab
Headquarters: 400 Sterling Drive, Orchard Park, NY 14127
Phone: 716-800-4291
Website: silvergrovegroup.com

No. 3 · RIA

Waterford Advisors

Waterford Advisors is an investment adviser based in Orchard Park, NY, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $399 million, as filed on 31 March 2026.

Waterford Advisors charges 0.35%–1.20% a year for its Portfolio Management Services.

Regulatory AUM: $399M
Clients: 351
Advisory staff: 7
Founded: 2000
Fee schedule: 0.35% to 1.20% a year
Custodians: Charles Schwab
Headquarters: 3858 North Buffalo RD, Suite 2, Orchard Park, NY 14127
Phone: 716-580-3906
Website: waterfordadv.com

No. 4 · RIA

Farrell Financial

Farrell Financial is an investment adviser based in Orchard Park, NY, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $201 million, as filed on 11 August 2026.

Regulatory AUM: $201M
Clients: 233
Advisory staff: 3
Custodians: Charles Schwab
Headquarters: 21 Princeton Place, Suite 105, Orchard Park, NY 14127
Phone: 716-508-8504
Website: farrellfinancialllc.com

Questions about financial advisors in Orchard Park

How many financial advisor firms are headquartered in Orchard Park?

4 SEC-registered financial advisor firms report their principal office in Orchard Park, NY, managing $1.82B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Orchard Park?

Buffalo Business & Estate Services, with $765M in regulatory assets under management on its latest Form ADV. The next largest are Silver Grove Financial Group ($454M) and Waterford Advisors ($399M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Orchard Park?

The median firm manages $426M in regulatory assets. That is the midpoint of the 4 firms headquartered in Orchard Park.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Orchard Park?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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