WATERFORD ADVISORS, LLC
CRD #119442 SEC #801-62941 ORCHARD PARK, NY 716-580-3906
SEC Registered
Total AUM
$337.3M
Discretionary
$337.3M
Employees
10
Clients
251
Accounts
935
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $337.3M | $337.3M | $0 | 10 | 0 |
| Mar 2025 | $337.3M | $337.3M | $0 | 10 | 0 |
| Mar 2024 | $300.3M | $300.3M | $0 | 10 | 0 |
| Mar 2023 | $268.9M | $268.9M | $0 | 9 | 0 |
| Feb 2022 | $363.9M | $363.9M | $0 | 9 | 0 |
| Jan 2021 | $316M | $316M | $0 | 8 | 0 |
| Jun 2020 | $288.1M | $287.9M | $206.5K | 9 | 0 |
| Feb 2020 | $288.1M | $287.9M | $206.5K | 9 | 0 |
| Jan 2019 | $265.8M | $265.6M | $208.9K | 8 | 0 |
| Jun 2018 | $257.8M | $257.5M | $225K | 8 | 0 |
| Feb 2018 | $257.8M | $257.5M | $225K | 8 | 0 |
| Jan 2017 | $180.6M | $180.1M | $456.8K | 6 | 200 |
| Jan 2016 | $128.8M | $128.4M | $478.6K | 5 | 200 |
| Feb 2015 | $123M | $122.3M | $708.1K | 5 | 200 |
| Feb 2014 | $106.4M | $105.4M | $958K | 5 | 200 |
| Mar 2013 | $93.3M | $92.2M | $1.1M | 5 | 200 |
| Mar 2012 | $90.1M | $88.8M | $1.3M | 1 | 200 |
| Mar 2012 | $90.1M | $88.8M | $1.3M | 1 | 200 |
| Oct 2010 | $73.6M | $71.6M | $2M | 5 | -- |
| Mar 2009 | $54.6M | $51.1M | $3.5M | 5 | -- |
| Mar 2007 | $60.9M | $25.2M | $35.7M | 5 | -- |
| Mar 2006 | $43.7M | $0 | $43.7M | 5 | -- |
| Mar 2006 | $43.7M | $0 | $43.7M | 5 | -- |
| Mar 2004 | $29.4M | $0 | $29.4M | 5 | -- |
DateApr 2025
Total AUM$337.3M
Discretionary$337.3M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$337.3M
Discretionary$337.3M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$300.3M
Discretionary$300.3M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$268.9M
Discretionary$268.9M
Non-Disc.$0
Employees9
Clients0
DateFeb 2022
Total AUM$363.9M
Discretionary$363.9M
Non-Disc.$0
Employees9
Clients0
DateJan 2021
Total AUM$316M
Discretionary$316M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$288.1M
Discretionary$287.9M
Non-Disc.$206.5K
Employees9
Clients0
DateFeb 2020
Total AUM$288.1M
Discretionary$287.9M
Non-Disc.$206.5K
Employees9
Clients0
DateJan 2019
Total AUM$265.8M
Discretionary$265.6M
Non-Disc.$208.9K
Employees8
Clients0
DateJun 2018
Total AUM$257.8M
Discretionary$257.5M
Non-Disc.$225K
Employees8
Clients0
DateFeb 2018
Total AUM$257.8M
Discretionary$257.5M
Non-Disc.$225K
Employees8
Clients0
DateJan 2017
Total AUM$180.6M
Discretionary$180.1M
Non-Disc.$456.8K
Employees6
Clients200
DateJan 2016
Total AUM$128.8M
Discretionary$128.4M
Non-Disc.$478.6K
Employees5
Clients200
DateFeb 2015
Total AUM$123M
Discretionary$122.3M
Non-Disc.$708.1K
Employees5
Clients200
DateFeb 2014
Total AUM$106.4M
Discretionary$105.4M
Non-Disc.$958K
Employees5
Clients200
DateMar 2013
Total AUM$93.3M
Discretionary$92.2M
Non-Disc.$1.1M
Employees5
Clients200
DateMar 2012
Total AUM$90.1M
Discretionary$88.8M
Non-Disc.$1.3M
Employees1
Clients200
DateMar 2012
Total AUM$90.1M
Discretionary$88.8M
Non-Disc.$1.3M
Employees1
Clients200
DateOct 2010
Total AUM$73.6M
Discretionary$71.6M
Non-Disc.$2M
Employees5
Clients--
DateMar 2009
Total AUM$54.6M
Discretionary$51.1M
Non-Disc.$3.5M
Employees5
Clients--
DateMar 2007
Total AUM$60.9M
Discretionary$25.2M
Non-Disc.$35.7M
Employees5
Clients--
DateMar 2006
Total AUM$43.7M
Discretionary$0
Non-Disc.$43.7M
Employees5
Clients--
DateMar 2006
Total AUM$43.7M
Discretionary$0
Non-Disc.$43.7M
Employees5
Clients--
DateMar 2004
Total AUM$29.4M
Discretionary$0
Non-Disc.$29.4M
Employees5
Clients--