Orchard Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Orchard Advisors provides investment services to individuals — including high‑net‑worth clients — as well as pension and profit‑sharing plans, charitable organizations, trusts and business entities. The firm offers discretionary portfolio management, standalone investment consulting billed hourly, and advisory services for qualified retirement plans.
The firm creates a written Investment Policy Statement for each client, constructs tailored portfolios, and typically operates with limited discretionary authority while reviewing accounts at least quarterly. Its investment process draws on multiple methods of analysis — economic, cycle, fundamental and technical — and employs both long‑term and short‑term strategies aligned with clients’ stated objectives and risk tolerance.
Notable features relative to similar small advisory firms include the explicit pairing of hourly consulting with ongoing AUM management and in‑house management of all client assets rather than use of third‑party managers. The firm conducts trades through a custodian trading platform that provides execution and research/soft‑dollar services, does not accept product sales commissions or performance‑based fees, and leaves proxy voting responsibilities with clients.
Client services
Fee options
First $0 - $1,500,000: 1.50% $0 - $1,500,000: 0.50% (Qualified Retirement Plans) $1,500,001 - $3,500,000: 0.40% (Qualified Retirement Plans) $3,500,001+: 0.35% (Qualified Retirement Plans - may vary)
$150 per hour for investment consulting services
Main office
Cazenovia NY
Advisors at this office
3
Most active in
New York
Also doing business as
Nardella, Andrew Paul · Orchard Advisors · Orchard Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Stephen A
Series 65
Cazenovia, NY
Orchard Advisors
Stephen Abbe is a financial advisor at Orchard Advisors with four years of industry experience. He holds a Series 65 credential and has been associated with SRC, Inc. since 1996. Orchard Advisors provides investment services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and business entities. The firm offers discretionary portfolio management and standalone investment consulting, using a multi-method investment approach tailored to each client’s objectives and risk tolerance.
David C
Series 63, Series 65
Cazenovia, NY
Orchard Advisors
David Connelly is a financial advisor at Orchard Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cardinal Capital Management LLC since 2011. He joined Orchard Advisors in 2021, one of three advisors at the firm. Orchard Advisors provides investment services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, trusts, and business entities. The firm combines discretionary portfolio management with hourly consulting and manages all client assets internally, employing multiple analysis methods and both long- and short-term strategies aligned with client objectives.
Andrew N
Series 63, Series 66
Cazenovia, NY
Orchard Advisors
Andrew Nardella is a financial advisor at Orchard Advisors with 33 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Orchard Advisors since 2016. Orchard Advisors provides investment services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, trusts, and business entities. The firm offers discretionary portfolio management and standalone investment consulting, employing a multi-method investment process and managing all client assets in-house.
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