ORCHARD PARK, NYCRD 287512Latest ADV March 23, 2026
Silver Grove Advisory Services is an SEC registered investment adviser organized as a corporation with a primary office location in Orchard Park, NY. Its latest Form ADV filing, dated March 23, 2026, reports $454M in regulatory assets under management, 16 employees, 10 offices, and 2,969 accounts.
Assets Under Management
$454M
Employees
16
Offices
10 offices
Total Clients
2,150
Primary office
ORCHARD PARK, NY
400 STERLING DRIVE, 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 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.9% of total clients.
Top client categories% of clientsClients
1
Individuals
96.9%
2,083
2
HNWI
2.9%
63
3
Corporations
0.2%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$454Mas of March 23, 2026
Discretionary100.0%
$454M
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.
Total AUM$454M
Total Accounts2,969
10Y AUM Change+$454M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee134:1
10Y Employee Change+14 (+700.0%)
* 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.