ORCHARD PARK, NYCRD 119442Latest ADV March 31, 2026
Waterford Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Orchard Park, NY. Its latest Form ADV filing, dated March 31, 2026, reports $399M in regulatory assets under management, 10 employees, and 988 accounts.
Assets Under Management
$399M
Employees
10
Offices
--
Total Clients
351
Primary office
ORCHARD PARK, NY
3858 NORTH BUFFALO RD, SUITE 2, ORCHARD PARK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.4% of total clients.
Top client categories% of clientsClients
1
Individuals
60.4%
212
2
HNWI
39.6%
139
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$399Mas of March 31, 2026
Discretionary100.0%
$399M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$399M
Total Accounts988
10Y AUM Change+$219M (+121.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee35:1
10Y Employee Change+4 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.