Ashford Advisors, LLC · Pittsford, NY
From SEC Form ADV filings, advisor registrations and this firm's page on Advicer.bio, latest filing Mar 2026. Grades compare it with the typical wealth management RIA.
Not on Organic Growers: firms qualify by growing assets faster than the typical firm while adding staff and advisors.
Not on Talent Magnets (RIAs that recruited 3 or more advisors in 12 months).
No tools listed yet.
What its ads include, from what it told the SEC (Form ADV Item 5.L), against the fastest growers and other firms their size.
Its ads don't include performance results. The fastest growers are less likely to advertise performance than firms their size.
Grades: growth compares two-year asset growth with the typical wealth management RIA (A is 1.5× typical or more); advisors is A for a top 100 Talent Magnet, otherwise by net advisors in 12 months; tech stack by tools listed; marketing by how many of testimonials, endorsements and third-party ratings its ads include (Form ADV 5.L); the page by how complete it is. Assets include market gains and acquisitions. Public data only; not a recommendation.