Silver Grove Advisory Services

$453.6MAssets under management
as of Aug 2026 · SEC Form ADV
Orchard Park, NY
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Tech stack

No one at Silver Grove Advisory Services has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Silver Grove Advisory Services's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $140M held · filed Aug 2024
Broadridge Business Process Outsourcing, LLC
Per Form ADV · $56M held · filed Aug 2024