ORCHARD PARK, NYCRD 321609Latest ADV February 3, 2026
Farrell Financial 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 February 3, 2026, reports $201M in regulatory assets under management, 2 employees, and 237 accounts.
Assets Under Management
$201M
Employees
2
Offices
--
Total Clients
233
Primary office
ORCHARD PARK, NY
21 PRINCETON PLACE, SUITE 105, ORCHARD PARK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.1% of total clients.
Top client categories% of clientsClients
1
Individuals
81.1%
189
2
HNWI
18.9%
44
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$201Mas of February 3, 2026
Discretionary100.0%
$201M
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$201M
Total Accounts237
10Y AUM Change+$201M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee117:1
10Y Employee Change+1 (+100.0%)
* 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.