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ADVISOR FINANCIAL SERVICES, INC.

CHATHAM, NY · CRD 118537 · IAPD ↗ · advisor.org · 518-392-3400

$62.6MRegulatory AUM
1Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2026 — ADVISOR FINANCIAL SERVICES, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2025 — ADVISOR FINANCIAL SERVICES, INC. moved its main office from GLEN ALLEN, VA to CHATHAM, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
64
June 2025 — ADVISOR FINANCIAL SERVICES, INC. reported RAUM up 47% ($38.0M -> $56.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.