SILVER GROVE FINANCIAL GROUP, INC.
Legal name: SILVER GROVE ADVISORY SERVICES
CRD #287512 SEC #801-110045 ORCHARD PARK, NY (716) 800-4291
SEC Registered
Total AUM
$326.6M
Discretionary
$326.6M
Employees
16
Clients
51
Accounts
2,582
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $326.6M | $326.6M | $0 | 16 | 16 |
| Aug 2025 | $326.6M | $326.6M | $0 | 15 | 16 |
| May 2025 | $326.6M | $326.6M | $0 | 15 | 16 |
| Mar 2025 | $326.6M | $326.6M | $0 | 16 | 16 |
| Feb 2025 | $256.4M | $256.4M | $0 | 16 | 31 |
| Feb 2025 | $256.4M | $256.4M | $0 | 16 | 31 |
| Aug 2024 | $256.4M | $256.4M | $0 | 15 | 31 |
| Jul 2024 | $256.4M | $256.4M | $0 | 15 | 31 |
| Mar 2024 | $256.4M | $256.4M | $0 | 15 | 31 |
| Mar 2024 | $256.4M | $256.4M | $0 | 15 | 31 |
| Mar 2024 | $256.4M | $256.4M | $0 | 15 | 31 |
| Feb 2024 | $235.4M | $235.4M | $0 | 15 | 18 |
| Jan 2024 | $235.4M | $235.4M | $0 | 15 | 18 |
| Sep 2023 | $235.4M | $235.4M | $0 | 15 | 18 |
| Apr 2023 | $235.4M | $235.4M | $0 | 14 | 18 |
| Mar 2023 | $235.4M | $235.4M | $0 | 15 | 18 |
| Nov 2022 | $239.4M | $239.4M | $0 | 15 | 26 |
| Sep 2022 | $239.4M | $239.4M | $0 | 15 | 26 |
| Apr 2022 | $239.4M | $239.4M | $0 | 14 | 26 |
| Apr 2022 | $239.4M | $239.4M | $0 | 15 | 26 |
| Mar 2022 | $239.4M | $239.4M | $0 | 16 | 26 |
| Mar 2022 | $239.4M | $239.4M | $0 | 16 | 26 |
| Mar 2022 | $239.4M | $239.4M | $0 | 16 | 26 |
| Jan 2022 | $167.3M | $167.3M | $0 | 16 | 24 |
| Jul 2021 | $167.3M | $167.3M | $0 | 14 | 24 |
| Apr 2021 | $167.3M | $167.3M | $0 | 14 | 24 |
| Mar 2021 | $167.3M | $167.3M | $0 | 14 | 24 |
| Jan 2021 | $125.1M | $125.1M | $0 | 14 | 0 |
| Jul 2020 | $125.1M | $125.1M | $0 | 14 | 0 |
| Jun 2020 | $125.1M | $125.1M | $0 | 14 | 0 |
| Apr 2020 | $125.1M | $125.1M | $0 | 14 | 0 |
| Mar 2020 | $125.1M | $125.1M | $0 | 14 | 0 |
| Nov 2019 | $101.7M | $101.7M | $0 | 14 | 20 |
| Mar 2019 | $101.7M | $101.7M | $0 | 13 | 20 |
| Jul 2018 | $77.6M | $77.6M | $0 | 13 | 9 |
| Mar 2018 | $77.6M | $77.6M | $0 | 13 | 9 |
| Jan 2018 | $70.3M | $70.3M | $0 | 13 | 9 |
| Jan 2018 | $70.3M | $70.3M | $0 | 13 | 9 |
| Dec 2017 | $70.3M | $70.3M | $0 | 13 | 9 |
| Dec 2017 | $70.3M | $70.3M | $0 | 13 | 9 |
| May 2017 | $27M | $187K | $26.8M | 11 | 0 |
| May 2017 | $27M | $187K | $26.8M | 11 | 0 |
| Mar 2017 | $0 | $0 | $0 | 2 | 0 |
| Mar 2017 | $0 | $0 | $0 | 2 | 0 |
| Feb 2017 | $0 | $0 | $0 | 2 | 0 |
DateNov 2025
Total AUM$326.6M
Discretionary$326.6M
Non-Disc.$0
Employees16
Clients16
DateAug 2025
Total AUM$326.6M
Discretionary$326.6M
Non-Disc.$0
Employees15
Clients16
DateMay 2025
Total AUM$326.6M
Discretionary$326.6M
Non-Disc.$0
Employees15
Clients16
DateMar 2025
Total AUM$326.6M
Discretionary$326.6M
Non-Disc.$0
Employees16
Clients16
DateFeb 2025
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees16
Clients31
DateFeb 2025
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees16
Clients31
DateAug 2024
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees15
Clients31
DateJul 2024
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees15
Clients31
DateMar 2024
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees15
Clients31
DateMar 2024
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees15
Clients31
DateMar 2024
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees15
Clients31
DateFeb 2024
Total AUM$235.4M
Discretionary$235.4M
Non-Disc.$0
Employees15
Clients18
DateJan 2024
Total AUM$235.4M
Discretionary$235.4M
Non-Disc.$0
Employees15
Clients18
DateSep 2023
Total AUM$235.4M
Discretionary$235.4M
Non-Disc.$0
Employees15
Clients18
DateApr 2023
Total AUM$235.4M
Discretionary$235.4M
Non-Disc.$0
Employees14
Clients18
DateMar 2023
Total AUM$235.4M
Discretionary$235.4M
Non-Disc.$0
Employees15
Clients18
DateNov 2022
Total AUM$239.4M
Discretionary$239.4M
Non-Disc.$0
Employees15
Clients26
DateSep 2022
Total AUM$239.4M
Discretionary$239.4M
Non-Disc.$0
Employees15
Clients26
DateApr 2022
Total AUM$239.4M
Discretionary$239.4M
Non-Disc.$0
Employees14
Clients26
DateApr 2022
Total AUM$239.4M
Discretionary$239.4M
Non-Disc.$0
Employees15
Clients26
DateMar 2022
Total AUM$239.4M
Discretionary$239.4M
Non-Disc.$0
Employees16
Clients26
DateMar 2022
Total AUM$239.4M
Discretionary$239.4M
Non-Disc.$0
Employees16
Clients26
DateMar 2022
Total AUM$239.4M
Discretionary$239.4M
Non-Disc.$0
Employees16
Clients26
DateJan 2022
Total AUM$167.3M
Discretionary$167.3M
Non-Disc.$0
Employees16
Clients24
DateJul 2021
Total AUM$167.3M
Discretionary$167.3M
Non-Disc.$0
Employees14
Clients24
DateApr 2021
Total AUM$167.3M
Discretionary$167.3M
Non-Disc.$0
Employees14
Clients24
DateMar 2021
Total AUM$167.3M
Discretionary$167.3M
Non-Disc.$0
Employees14
Clients24
DateJan 2021
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees14
Clients0
DateJul 2020
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees14
Clients0
DateJun 2020
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees14
Clients0
DateApr 2020
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees14
Clients0
DateMar 2020
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees14
Clients0
DateNov 2019
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees14
Clients20
DateMar 2019
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees13
Clients20
DateJul 2018
Total AUM$77.6M
Discretionary$77.6M
Non-Disc.$0
Employees13
Clients9
DateMar 2018
Total AUM$77.6M
Discretionary$77.6M
Non-Disc.$0
Employees13
Clients9
DateJan 2018
Total AUM$70.3M
Discretionary$70.3M
Non-Disc.$0
Employees13
Clients9
DateJan 2018
Total AUM$70.3M
Discretionary$70.3M
Non-Disc.$0
Employees13
Clients9
DateDec 2017
Total AUM$70.3M
Discretionary$70.3M
Non-Disc.$0
Employees13
Clients9
DateDec 2017
Total AUM$70.3M
Discretionary$70.3M
Non-Disc.$0
Employees13
Clients9
DateMay 2017
Total AUM$27M
Discretionary$187K
Non-Disc.$26.8M
Employees11
Clients0
DateMay 2017
Total AUM$27M
Discretionary$187K
Non-Disc.$26.8M
Employees11
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0