SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Silver Advisors, LLC
New York, NY
CRD 291109
Firm filing updated August 7, 2026 ·
- $71.9MAssets
- 1Advisory staff
- 47Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals9
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | Fewer than 5 clients | $1.7 million |
| High net worth individuals | 9 | $70.2 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $39,760 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other: "REAL ESTATE CONSULTING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other: "REAL ESTATE CONSULTING"
Assets and accounts
- Regulatory assets$71.9 million
- Accounts47
- Discretionary$17.1 million · 21 accounts
- Non-discretionary$54.8 million · 26 accounts
People
- Employees1
- Advisory staff1
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Registration details
- SEC-registered investment advisor. CRD 291109, SEC file 801-120941.
- Registered with the SEC as an investment advisor (status date on record: April 26, 2021).
Is Silver Advisors, LLC a fiduciary?
Short answer: Silver Advisors, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.