← Tributary

SILVER GROVE ADVISORY SERVICES

ORCHARD PARK, NY · CRD 287512 · IAPD ↗ · (716) 800-4291

$453.6MRegulatory AUM
17Advisory reps
17Employees
20Clients
51-100Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — SILVER GROVE ADVISORY SERVICES reported RAUM up 39% ($326.6M -> $453.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
December 2025 — SILVER GROVE ADVISORY SERVICES notice-filed in CT, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — SILVER GROVE ADVISORY SERVICES added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — SILVER GROVE ADVISORY SERVICES reported RAUM up 27% ($256.4M -> $326.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
March 2025 — SILVER GROVE ADVISORY SERVICES added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
April 2024 — SILVER GROVE ADVISORY SERVICES notice-filed in CA, LA, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — SILVER GROVE ADVISORY SERVICES reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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