LEVEL FINANCIAL ADVISORS, INC.
CRD #110641 SEC #801-15900 EAST AMHERST, NY 716-634-6113
SEC Registered
Total AUM
$684.2M
Discretionary
$684.2M
Employees
15
Clients
--
Accounts
1,957
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $684.2M | $684.2M | $0 | 15 | 10 |
| Aug 2025 | $684.2M | $684.2M | $0 | 15 | 10 |
| Apr 2025 | $684.2M | $684.2M | $0 | 15 | 10 |
| Mar 2025 | $684.2M | $684.2M | $0 | 14 | 10 |
| Nov 2024 | $620.8M | $620.8M | $0 | 14 | 9 |
| Oct 2024 | $620.8M | $620.8M | $0 | 14 | 9 |
| Sep 2024 | $620.8M | $620.8M | $0 | 14 | 9 |
| Aug 2024 | $620.8M | $620.8M | $0 | 14 | 9 |
| Apr 2024 | $620.8M | $620.8M | $0 | 14 | 9 |
| Mar 2024 | $620.8M | $620.8M | $0 | 14 | 9 |
| Mar 2024 | $620.8M | $620.8M | $0 | 14 | 9 |
| Jan 2024 | $529.6M | $529.6M | $0 | 14 | 5 |
| Nov 2023 | $529.6M | $529.6M | $0 | 14 | 5 |
| Aug 2023 | $529.6M | $529.6M | $0 | 14 | 5 |
| May 2023 | $529.6M | $529.6M | $0 | 14 | 5 |
| Apr 2023 | $529.6M | $529.6M | $0 | 14 | 5 |
| Mar 2023 | $529.6M | $529.6M | $0 | 14 | 5 |
| Mar 2023 | $529.6M | $529.6M | $0 | 14 | 5 |
| Jan 2023 | $545.2M | $545.2M | $0 | 14 | 6 |
| Aug 2022 | $545.2M | $545.2M | $0 | 14 | 6 |
| Jul 2022 | $545.2M | $545.2M | $0 | 14 | 6 |
| Mar 2022 | $545.2M | $545.2M | $0 | 14 | 6 |
| Mar 2022 | $545.2M | $545.2M | $0 | 14 | 6 |
| Aug 2021 | $500.8M | $500.8M | $0 | 15 | 42 |
| Mar 2021 | $500.8M | $500.8M | $0 | 15 | 42 |
| Feb 2021 | $423.4M | $423.4M | $0 | 15 | 42 |
| Sep 2020 | $423.4M | $423.4M | $0 | 15 | 42 |
| Jun 2020 | $417.6M | $417.6M | $0 | 14 | 42 |
| Mar 2020 | $409.7M | $409.7M | $0 | 14 | 42 |
| Nov 2019 | $404.1M | $404.1M | $0 | 14 | 12 |
| Oct 2019 | $404.1M | $404.1M | $0 | 14 | 12 |
| Jul 2019 | $404.1M | $404.1M | $0 | 14 | 12 |
| Mar 2019 | $393.7M | $393.7M | $0 | 13 | 12 |
| Nov 2018 | $375.6M | $375.6M | $0 | 13 | 0 |
| Jul 2018 | $375.6M | $375.6M | $0 | 13 | 0 |
| Jul 2018 | $360.2M | $360.2M | $0 | 13 | 0 |
| Mar 2018 | $360.2M | $360.2M | $0 | 13 | 0 |
| Dec 2017 | $354.4M | $354.4M | $0 | 13 | 4 |
| Jun 2017 | $306.6M | $306.6M | $0 | 13 | 600 |
| Apr 2017 | $306.6M | $306.6M | $0 | 13 | 600 |
| Mar 2017 | $306.6M | $306.6M | $0 | 13 | 600 |
| Feb 2017 | $261.1M | $261.1M | $0 | 12 | 500 |
| Jan 2017 | $261.1M | $261.1M | $0 | 12 | 500 |
| Jan 2017 | $261.1M | $261.1M | $0 | 12 | 500 |
| Oct 2016 | $261.1M | $261.1M | $0 | 12 | 500 |
| Mar 2016 | $261.1M | $261.1M | $0 | 11 | 500 |
| Oct 2015 | $271.7M | $271.7M | $0 | 11 | 500 |
| Mar 2015 | $271.7M | $271.7M | $0 | 11 | 500 |
| Mar 2014 | $273.7M | $273.7M | $0 | 10 | 500 |
| Sep 2013 | $239.4M | $239.4M | $0 | 10 | 500 |
| Mar 2013 | $239.4M | $239.4M | $0 | 10 | 500 |
| Jul 2012 | $223.6M | $222M | $1.6M | 6 | 450 |
| Apr 2012 | $223.6M | $222M | $1.6M | 6 | 450 |
| Mar 2012 | $223.6M | $222M | $1.6M | 6 | 450 |
| Jan 2008 | $221.4M | $221.4M | $0 | 10 | -- |
| Jan 2007 | $206.3M | $200.4M | $5.9M | 10 | -- |
| Mar 2006 | $170.1M | $168M | $2.1M | 10 | -- |
| Sep 2005 | $117.1M | $113.1M | $4M | 10 | -- |
| Apr 2002 | $77.8M | $73.3M | $4.5M | 5 | -- |
DateOct 2025
Total AUM$684.2M
Discretionary$684.2M
Non-Disc.$0
Employees15
Clients10
DateAug 2025
Total AUM$684.2M
Discretionary$684.2M
Non-Disc.$0
Employees15
Clients10
DateApr 2025
Total AUM$684.2M
Discretionary$684.2M
Non-Disc.$0
Employees15
Clients10
DateMar 2025
Total AUM$684.2M
Discretionary$684.2M
Non-Disc.$0
Employees14
Clients10
DateNov 2024
Total AUM$620.8M
Discretionary$620.8M
Non-Disc.$0
Employees14
Clients9
DateOct 2024
Total AUM$620.8M
Discretionary$620.8M
Non-Disc.$0
Employees14
Clients9
DateSep 2024
Total AUM$620.8M
Discretionary$620.8M
Non-Disc.$0
Employees14
Clients9
DateAug 2024
Total AUM$620.8M
Discretionary$620.8M
Non-Disc.$0
Employees14
Clients9
DateApr 2024
Total AUM$620.8M
Discretionary$620.8M
Non-Disc.$0
Employees14
Clients9
DateMar 2024
Total AUM$620.8M
Discretionary$620.8M
Non-Disc.$0
Employees14
Clients9
DateMar 2024
Total AUM$620.8M
Discretionary$620.8M
Non-Disc.$0
Employees14
Clients9
DateJan 2024
Total AUM$529.6M
Discretionary$529.6M
Non-Disc.$0
Employees14
Clients5
DateNov 2023
Total AUM$529.6M
Discretionary$529.6M
Non-Disc.$0
Employees14
Clients5
DateAug 2023
Total AUM$529.6M
Discretionary$529.6M
Non-Disc.$0
Employees14
Clients5
DateMay 2023
Total AUM$529.6M
Discretionary$529.6M
Non-Disc.$0
Employees14
Clients5
DateApr 2023
Total AUM$529.6M
Discretionary$529.6M
Non-Disc.$0
Employees14
Clients5
DateMar 2023
Total AUM$529.6M
Discretionary$529.6M
Non-Disc.$0
Employees14
Clients5
DateMar 2023
Total AUM$529.6M
Discretionary$529.6M
Non-Disc.$0
Employees14
Clients5
DateJan 2023
Total AUM$545.2M
Discretionary$545.2M
Non-Disc.$0
Employees14
Clients6
DateAug 2022
Total AUM$545.2M
Discretionary$545.2M
Non-Disc.$0
Employees14
Clients6
DateJul 2022
Total AUM$545.2M
Discretionary$545.2M
Non-Disc.$0
Employees14
Clients6
DateMar 2022
Total AUM$545.2M
Discretionary$545.2M
Non-Disc.$0
Employees14
Clients6
DateMar 2022
Total AUM$545.2M
Discretionary$545.2M
Non-Disc.$0
Employees14
Clients6
DateAug 2021
Total AUM$500.8M
Discretionary$500.8M
Non-Disc.$0
Employees15
Clients42
DateMar 2021
Total AUM$500.8M
Discretionary$500.8M
Non-Disc.$0
Employees15
Clients42
DateFeb 2021
Total AUM$423.4M
Discretionary$423.4M
Non-Disc.$0
Employees15
Clients42
DateSep 2020
Total AUM$423.4M
Discretionary$423.4M
Non-Disc.$0
Employees15
Clients42
DateJun 2020
Total AUM$417.6M
Discretionary$417.6M
Non-Disc.$0
Employees14
Clients42
DateMar 2020
Total AUM$409.7M
Discretionary$409.7M
Non-Disc.$0
Employees14
Clients42
DateNov 2019
Total AUM$404.1M
Discretionary$404.1M
Non-Disc.$0
Employees14
Clients12
DateOct 2019
Total AUM$404.1M
Discretionary$404.1M
Non-Disc.$0
Employees14
Clients12
DateJul 2019
Total AUM$404.1M
Discretionary$404.1M
Non-Disc.$0
Employees14
Clients12
DateMar 2019
Total AUM$393.7M
Discretionary$393.7M
Non-Disc.$0
Employees13
Clients12
DateNov 2018
Total AUM$375.6M
Discretionary$375.6M
Non-Disc.$0
Employees13
Clients0
DateJul 2018
Total AUM$375.6M
Discretionary$375.6M
Non-Disc.$0
Employees13
Clients0
DateJul 2018
Total AUM$360.2M
Discretionary$360.2M
Non-Disc.$0
Employees13
Clients0
DateMar 2018
Total AUM$360.2M
Discretionary$360.2M
Non-Disc.$0
Employees13
Clients0
DateDec 2017
Total AUM$354.4M
Discretionary$354.4M
Non-Disc.$0
Employees13
Clients4
DateJun 2017
Total AUM$306.6M
Discretionary$306.6M
Non-Disc.$0
Employees13
Clients600
DateApr 2017
Total AUM$306.6M
Discretionary$306.6M
Non-Disc.$0
Employees13
Clients600
DateMar 2017
Total AUM$306.6M
Discretionary$306.6M
Non-Disc.$0
Employees13
Clients600
DateFeb 2017
Total AUM$261.1M
Discretionary$261.1M
Non-Disc.$0
Employees12
Clients500
DateJan 2017
Total AUM$261.1M
Discretionary$261.1M
Non-Disc.$0
Employees12
Clients500
DateJan 2017
Total AUM$261.1M
Discretionary$261.1M
Non-Disc.$0
Employees12
Clients500
DateOct 2016
Total AUM$261.1M
Discretionary$261.1M
Non-Disc.$0
Employees12
Clients500
DateMar 2016
Total AUM$261.1M
Discretionary$261.1M
Non-Disc.$0
Employees11
Clients500
DateOct 2015
Total AUM$271.7M
Discretionary$271.7M
Non-Disc.$0
Employees11
Clients500
DateMar 2015
Total AUM$271.7M
Discretionary$271.7M
Non-Disc.$0
Employees11
Clients500
DateMar 2014
Total AUM$273.7M
Discretionary$273.7M
Non-Disc.$0
Employees10
Clients500
DateSep 2013
Total AUM$239.4M
Discretionary$239.4M
Non-Disc.$0
Employees10
Clients500
DateMar 2013
Total AUM$239.4M
Discretionary$239.4M
Non-Disc.$0
Employees10
Clients500
DateJul 2012
Total AUM$223.6M
Discretionary$222M
Non-Disc.$1.6M
Employees6
Clients450
DateApr 2012
Total AUM$223.6M
Discretionary$222M
Non-Disc.$1.6M
Employees6
Clients450
DateMar 2012
Total AUM$223.6M
Discretionary$222M
Non-Disc.$1.6M
Employees6
Clients450
DateJan 2008
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$206.3M
Discretionary$200.4M
Non-Disc.$5.9M
Employees10
Clients--
DateMar 2006
Total AUM$170.1M
Discretionary$168M
Non-Disc.$2.1M
Employees10
Clients--
DateSep 2005
Total AUM$117.1M
Discretionary$113.1M
Non-Disc.$4M
Employees10
Clients--
DateApr 2002
Total AUM$77.8M
Discretionary$73.3M
Non-Disc.$4.5M
Employees5
Clients--