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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SILVER GROVE ADVISORY SERVICES

SILVER GROVE FINANCIAL GROUP, INC., CRD 287512

ORCHARD PARK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3fb2f6ad-fb53-a95b-8637-85a8d55db0ce

Data as of Aug 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 5
On other graphs: 0
Observed: Feb 17, 2017 to Aug 31, 2026
48 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=10.0
Regulatory AUM: $454MItem 5.F on the latest filing (2026-08-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $454M
Private client RAUM: $451MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 17
RAUM per advisor: $26.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 17
Offices: 10Schedule D 1.F, beyond the principal office
Accounts: 2,969
Individual clients: 2,083
High net worth clients: 63
SEC number: 801-110045
CRD: 287512
Filings on the tape: 48
First filed: Feb 17, 2017
Latest filed: Aug 31, 2026
Organised: Corporation, NY

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RYAN SEUFERT	n/a	ORCHARD PARK, NY	6	18	n/a	yes
KATIE WEIBEL	Certified Financial Planner	Williamsville, NY \| ORCHARD PARK, NY	5	20	2	yes
JASON BERNARD MYERS	Chartered Financial Consultant	ORCHARD PARK, NY \| North Tonawanda, NY	5	13	1	yes
MARK PHILIP PROCKNAL	n/a	ORCHARD PARK, NY \| WILLIAMSVILLE, NY	5	38	n/a	yes
JULIANNE INCARDONA	n/a	WILLIAMSVILLE, NY \| ORCHARD PARK, NY	5	25	2	no
ANNETTE J OLDAY	n/a	ORCHARD PARK, NY \| HAMBURG, NY	5	23	n/a	yes
JASON JOSEPH WEBER	n/a	ORCHARD PARK, NY	5	17	n/a	yes
JOHN JOSEPH MCCAULEY	n/a	ORCHARD PARK, NY	5	14	3	no
MARK A KIRCHMYER	n/a	ORCHARD PARK, NY	5	41	n/a	no
RYAN FICORILLI	n/a	WILLIAMSVILLE, NY \| ORCHARD PARK, NY	5	22	n/a	no
MARTIN CHARLES LOUGEN	n/a	WILLIAMSVILLE, NY \| ORCHARD PARK, NY	5	29	n/a	yes
ANDREW JAMES SWARTWOUT	Chartered Financial Consultant	ORCHARD PARK, NY \| Arcade, NY	5	32	1	yes
RICHARD CERMINARA	n/a	Saranac Lake, NY \| ORCHARD PARK, NY	4	38	2	no
KYLE LEIKAM	n/a	ORCHARD PARK, NY	3	15	4	yes
MICHAEL RICHARD BECHT	n/a	Depew, NY \| ORCHARD PARK, NY	1	29	2	yes
JAKUB KUBRAK	n/a	Celina, TX \| ORCHARD PARK, NY	1	17	4	no
Nathan R Severson	n/a	ORCHARD PARK, NY	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SEUFERT, RYAN, DANIEL	FOUNDER - VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	D	yes	01/2017	Feb 17, 2017	Aug 14, 2024
WEBER, JASON, JOSEPH	FOUNDER - PRESIDENT	D	yes	01/2017	Feb 17, 2017	Aug 14, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Williamsville	NY	United States	2	yes
Arcade	NY	United States	1	yes
Hamburg	NY	United States	1	yes
N TONAWANDA	NY	United States	1	yes
SARANAC LAKE	NY	United States	1	no
Williamsville	NY	United States	1	yes
Williamsville	NY	United States	1	yes
Williamsville	NY	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$454M	$454M	16	16	10	n/a	n/a
2024	Mar 20, 2025	$327M	$327M	16	16	9	n/a	n/a
2023	Mar 11, 2024	$256M	$256M	15	15	8	n/a	n/a
2022	Mar 14, 2023	$235M	$235M	15	15	8	n/a	n/a
2021	Mar 9, 2022	$239M	$239M	16	16	9	n/a	n/a
2020	Mar 17, 2021	$167M	$167M	14	14	8	n/a	n/a
2019	Mar 17, 2020	$125M	$125M	14	14	7	n/a	n/a
2018	Mar 22, 2019	$102M	$102M	13	13	5	n/a	n/a
2017	Mar 28, 2018	$77.6M	$77.6M	13	13	5	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$454M	$327M	38.9%	$235M	24.4%	17	16	10	9

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LPL FINANCIAL LLC	3	Aug 31, 2017	Aug 12, 2021	WILLIAMSVILLE, NY	Team lift out	Other	0.0%

Relationships

Registered with (19)

← Nathan R SeversonAdvisorregistration: current employment
Mar 23, 2026 to presentfactForm ADV
← JAKUB KUBRAKAdvisorregistration: current employment
Aug 7, 2025 to presentfactForm ADV
← MICHAEL RICHARD BECHTAdvisorregistration: current employment
Feb 21, 2025 to presentfactForm ADV
← KYLE LEIKAMAdvisorregistration: current employment
Jul 11, 2023 to presentfactForm ADV
← RICHARD CERMINARAAdvisorregistration: current employment
Nov 23, 2021 to presentfactForm ADV
← ANDREW JAMES SWARTWOUTAdvisorregistration: current employment
Aug 25, 2021 to presentfactForm ADV
← MARTIN CHARLES LOUGENAdvisorregistration: current employment
Aug 20, 2021 to presentfactForm ADV
← RYAN FICORILLIAdvisorregistration: current employment
Aug 18, 2021 to presentfactForm ADV
← MARK A KIRCHMYERAdvisorregistration: current employment
Aug 16, 2021 to presentfactForm ADV
← JULIANNE INCARDONAAdvisorregistration: current employment
Aug 12, 2021 to presentfactForm ADV
← ANNETTE J OLDAYAdvisorregistration: current employment
Aug 12, 2021 to presentfactForm ADV
← JASON JOSEPH WEBERAdvisorregistration: current employment
Aug 12, 2021 to presentfactForm ADV
← JOHN JOSEPH MCCAULEYAdvisorregistration: current employment
Aug 12, 2021 to presentfactForm ADV
← MARK PHILIP PROCKNALAdvisorregistration: current employment
Aug 10, 2021 to presentfactForm ADV
← JASON BERNARD MYERSAdvisorregistration: current employment
Jul 23, 2021 to presentfactForm ADV
← KATIE WEIBELAdvisorregistration: current employment
Jul 22, 2021 to presentfactForm ADV
← RYAN SEUFERTAdvisorregistration: current employment
Jan 17, 2020 to presentfactForm ADV
← ALEXANDER JACKSON LONGAdvisorregistration: previous registration
May 12, 2021 to May 8, 2025factForm ADV
← DAVID WEIGANDAdvisorregistration: previous registration
Aug 12, 2021 to Apr 26, 2023factForm ADV

Controls (2)

← WEBER, JASON, JOSEPHOwnerFOUNDER - PRESIDENT, ownership code D, individual
Feb 17, 2017 to Aug 14, 2024factForm ADV
← SEUFERT, RYAN, DANIELOwnerFOUNDER - VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Feb 17, 2017 to Aug 14, 2024factForm ADV

Moved with (1)

← LPL FINANCIAL LLCRegistered adviser3 advisors, team lift out, same day
Aug 31, 2017 to Aug 12, 2021factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 23, 2026
Regulatory AUM changed
Silver Grove Advisory Services reported RAUM $453.6M, up 39% from $326.6M (2025-11-18 to 2026-03-23)
Form ADVobserved 5 days ago
$127M
Occurred
May 8, 2025
Advisor changed firm
Alexander Jackson Long left Silver Grove Advisory Services for Blackridge Asset Management, Llc (registered 2025-04-04)
Form ADVobserved 5 days ago
Occurred
Apr 26, 2023
Advisor changed firm
David Weigand left Silver Grove Advisory Services for Wells Fargo Advisors (registered 2023-04-05)
Form ADVobserved 5 days ago
Occurred
Feb 17, 2017
First Form ADV filing
Silver Grove Financial Group, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Mar 31, 2022
Silver Grove Advisory Services reported 16 state-registered advisory representatives, up from 0 (2022-03-18 to 2022-03-31)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3fb2f6ad-fb53-a95b-8637-85a8d55db0ce
First observed: Feb 17, 2017
Last observed: Aug 31, 2026 20 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SILVER GROVE ADVISORY SERVICES

SILVER GROVE FINANCIAL GROUP, INC., CRD 287512

ORCHARD PARK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3fb2f6ad-fb53-a95b-8637-85a8d55db0ce

Data as of Aug 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:04 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RYAN SEUFERT

n/a

ORCHARD PARK, NY

n/a

yes

KATIE WEIBEL

Certified Financial Planner

Williamsville, NY | ORCHARD PARK, NY

yes

JASON BERNARD MYERS

Chartered Financial Consultant

ORCHARD PARK, NY | North Tonawanda, NY

yes

MARK PHILIP PROCKNAL

n/a

ORCHARD PARK, NY | WILLIAMSVILLE, NY

n/a

yes

JULIANNE INCARDONA

n/a

WILLIAMSVILLE, NY | ORCHARD PARK, NY

ANNETTE J OLDAY

n/a

ORCHARD PARK, NY | HAMBURG, NY

n/a

yes

JASON JOSEPH WEBER

n/a

ORCHARD PARK, NY

n/a

yes

JOHN JOSEPH MCCAULEY

n/a

ORCHARD PARK, NY

MARK A KIRCHMYER

n/a

ORCHARD PARK, NY

n/a

RYAN FICORILLI

n/a

WILLIAMSVILLE, NY | ORCHARD PARK, NY

n/a

MARTIN CHARLES LOUGEN

n/a

WILLIAMSVILLE, NY | ORCHARD PARK, NY

n/a

yes

ANDREW JAMES SWARTWOUT

Chartered Financial Consultant

ORCHARD PARK, NY | Arcade, NY

yes

RICHARD CERMINARA

n/a

Saranac Lake, NY | ORCHARD PARK, NY

KYLE LEIKAM

n/a

ORCHARD PARK, NY

yes

MICHAEL RICHARD BECHT

n/a

Depew, NY | ORCHARD PARK, NY

yes

JAKUB KUBRAK

n/a

Celina, TX | ORCHARD PARK, NY

Nathan R Severson

n/a

ORCHARD PARK, NY

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SEUFERT, RYAN, DANIEL

FOUNDER - VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

01/2017

Feb 17, 2017

Aug 14, 2024

WEBER, JASON, JOSEPH

FOUNDER - PRESIDENT

yes

01/2017

Feb 17, 2017

Aug 14, 2024

City

State

Country

Employees

Also broker-dealer

Williamsville

United States

yes

Arcade

United States

yes

Hamburg

United States

yes

N TONAWANDA

United States

yes

SARANAC LAKE

United States

Williamsville

United States

yes

Williamsville

United States

yes

Williamsville

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$454M

n/a

2024

Mar 20, 2025

$327M

n/a

2023

Mar 11, 2024

$256M

n/a

2022

Mar 14, 2023

$235M

n/a

2021

Mar 9, 2022

$239M

n/a

2020

Mar 17, 2021

$167M

n/a

2019

Mar 17, 2020

$125M

n/a

2018

Mar 22, 2019

$102M

n/a

2017

Mar 28, 2018

$77.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$454M

$327M

38.9%

$235M

24.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LPL FINANCIAL LLC

Aug 31, 2017

Aug 12, 2021

WILLIAMSVILLE, NY

Team lift out

Other

0.0%