MOLDENHAUER & ASSOCIATES
Orchard Park, NY
AUM
$764.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
716-662-4361
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NY, ORCHARD PARK
5 advisers found
SILVER GROVE ADVISORY SERVICES
Orchard Park, NY
AUM
$453.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(716) 800-4291
WATERFORD ADVISORS, LLC
Orchard Park, NY
AUM
$399.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
716-580-3906
FARRELL FINANCIAL
Orchard Park, NY
AUM
$200.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
716-508-8504
CLEAR VIEW WEALTH ADVISORS
Orchard Park, NY
AUM
$26.4M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
716-646-1515