RIA Intel›Advisers›New York›LEVEL FINANCIAL ADVISORS, INC.

LEVEL FINANCIAL ADVISORS, INC.

Advisory

N·EAST AMHERST, NY

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM

$863M

1-Year AUM Growth

+17.2%

3-Year CAGR

+6.8%

Employees

9

Assets Under Management

Total AUM$863M

Discretionary AUM$838M

Non-Discretionary AUM$25M

Discretionary %97.1%

Total Clients697

Team

Total Employees9

Investment Advisers15

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record64

First FilingMar 22, 2001

Latest FilingMar 23, 2026

🔒 Full AUM trend chart and 64 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LEVEL FINANCIAL ADVISORS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.