City
Wealth management firms in Orchard Park, New York
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Orchard Park, New York reported $1.9 billion in regulatory assets under management; the largest by assets was Moldenhauer & Associates, with $764.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $1.9 billion
- Average per firm
- $270.8 million
- SEC-registered, of those listed
- 5 of 7 (71.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Moldenhauer & Associates | SEC | $764.9 million | 1,962 |
| 2 | Silver Grove Advisory Services | SEC | $453.6 million | 2,969 |
| 3 | Waterford Advisors, LLC | SEC | $399.1 million | 988 |
| 4 | Farrell Financial | SEC | $200.6 million | 237 |
| 5 | Senior Financial and Realty Assoc. | SEC | $40.7 million | 87 |
| 6 | Clear View Wealth Advisors | State | $26.4 million | 148 |
| 7 | Free Time Financial LLC | State | $9.9 million | 35 |
Wealth management firms in New York, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.