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ORCHARD ADVISORS

· CRD 284061 · IAPD ↗ · 315-655-1072

$89.2MRegulatory AUM
3Advisory reps
3Employees
281Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2025 — ORCHARD ADVISORS notice-filed in IL, MA, MI, NC, PA, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
February 2025 — ORCHARD ADVISORS grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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