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Delaware Avenue Advisors

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Namestring
Delaware Avenue Advisors
Legal namestring
Delaware Avenue Advisors Inc.
Websiteurl
delawareaveadvisors.com
Company typeenum
Private
Founded yearint
2011
Descriptiontext

Delaware Avenue Advisors Inc. is a privately held, fee-only, SEC-registered investment adviser headquartered at 1207 Delaware Avenue, Suite 202, Buffalo, New York. Founded in 2011, the firm serves a primarily individual and family client base in the Buffalo region, with a stated specialization in retirement income planning and income-generating equity portfolios. The firm explicitly disclaims outside investors or public shareholders, positioning its independent ownership as a fiduciary differentiator versus publicly traded or parent-owned competitors.

The firm's core offering is an integrated suite of three services: Financial Planning (encompassing risk analysis and insurance planning), Portfolio Management (spanning passive indexes to actively managed stock and bond portfolios), and Retirement Planning (customized roadmaps and bespoke income-generating portfolios). The firm adheres to the CFA Institute's Asset Manager Code of Conduct and operates under a "You First" fiduciary commitment, marketing itself through community involvement including the Erie County "Thank A Vet" Program and through public regulatory disclosures (Form ADV, Form CRS, FINRA BrokerCheck).

Delaware Avenue Advisors generates revenue through advisory fees charged directly to clients, with a recurring, subscription-style model typical of fee-only RIAs. Pricing is not publicly disclosed and is determined through individual client consultations, consistent with either AUM-based or flat-rate planning fees. The firm has 1-10 employees, a single office location, no disclosed funding rounds, no subsidiaries, no M&A activity, and no public filings — it operates as a small, independently owned wealth management practice serving individual clients in a defined regional market.

Short descriptiontext

Delaware Avenue Advisors Inc. is a fee-only, SEC-registered investment adviser in Buffalo, NY serving individuals and families with integrated financial planning, portfolio management, and retirement income planning under a fiduciary model.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersBuffalo, United States
HQ citystring
Buffalo
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
investment advisory services, retirement income planning, portfolio management, financial planning, wealth management
Industry2 codes
1Portfolio Construction & Asset Allocation Advisory
CodeFSAEAAACPrimaryYes
2Advisory Portfolio Management (Non-Discretionary)
CodeFSAAABADPrimaryNo
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Portfolio Management and Investment Advice52394
SIC code1 code
  • Investment Advice6282
Product category
Investment Advisory Services
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Investment Advisory Fees
TypeSubscription Recurring
Description

Fee-only investment advisory services. As a fee-only, SEC-registered investment advisor, the firm charges clients directly for financial planning and investment management services without receiving commissions from product sales or third-party payments.

delawareavenue.co
Marketing channels2 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Delaware Avenue Advisors is a fee-only, SEC-registered investment advisor delivering integrated financial planning and investment management services. The firm offers three core, interconnected services: Portfolio Management (passive indexes through actively managed stock and bond portfolios), Financial Planning (integrated planning with risk analysis and insurance planning), and Retirement Planning (customized roadmaps and bespoke income-generating portfolios for long retirement horizons). The firm specializes in retirement income planning and income-generating equity portfolios, serving individuals, families, and institutions as a dedicated fiduciary.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Delaware Avenue Advisors offers a unified suite of integrated financial planning and investment management services. The core offerings consist of three interconnected services: Financial Planning (providing the foundational integrated plan with risk analysis and insurance planning), Portfolio Management (spanning passive indexes to actively managed stock and bond portfolios), and Retirement Planning (delivering customized roadmaps and income-generating portfolios for retirement). The company specializes in retirement income planning and income-generating equity portfolios, positioning these services as complementary components of a comprehensive advisory approach.

Product and service3 records
1Portfolio Management
2Financial Planning
CategoryFinancial Planning
Description

Integrated financial planning services that include risk analysis and insurance planning, serving as the foundational plan from which portfolio management is constructed for individual clients.

3Retirement Planning
CategoryRetirement Planning
Description

Customized retirement roadmaps and bespoke income-generating portfolios designed for long retirement horizons, with specialized expertise in retirement income planning.

Partnership1 partner
1CFA Institute
Strategic tierCoreTypeStrategic or Co-development Partner
Description

Delaware Avenue Advisors adheres to the CFA Institute's Asset Manager Code of Conduct, demonstrating commitment to the highest professional standards of ethics and client advocacy. This affiliation signals credibility and alignment with global investment industry best practices.

Recent move2 records

Each record includes

Date, Type, Title, Description, Source

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights5 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Delaware Avenue Advisors

Investment Advisory Servicesdelawareaveadvisors.com

Delaware Avenue Advisors Inc. is a fee-only, SEC-registered investment adviser in Buffalo, NY serving individuals and families with integrated financial planning, portfolio management, and retirement income planning under a fiduciary model.

What Delaware Avenue Advisors does

Delaware Avenue Advisors Inc. is a privately held, fee-only, SEC-registered investment adviser headquartered at 1207 Delaware Avenue, Suite 202, Buffalo, New York. Founded in 2011, the firm serves a primarily individual and family client base in the Buffalo region, with a stated specialization in retirement income planning and income-generating equity portfolios. The firm explicitly disclaims outside investors or public shareholders, positioning its independent ownership as a fiduciary differentiator versus publicly traded or parent-owned competitors.

The firm's core offering is an integrated suite of three services: Financial Planning (encompassing risk analysis and insurance planning), Portfolio Management (spanning passive indexes to actively managed stock and bond portfolios), and Retirement Planning (customized roadmaps and bespoke income-generating portfolios). The firm adheres to the CFA Institute's Asset Manager Code of Conduct and operates under a "You First" fiduciary commitment, marketing itself through community involvement including the Erie County "Thank A Vet" Program and through public regulatory disclosures (Form ADV, Form CRS, FINRA BrokerCheck).

Delaware Avenue Advisors generates revenue through advisory fees charged directly to clients, with a recurring, subscription-style model typical of fee-only RIAs. Pricing is not publicly disclosed and is determined through individual client consultations, consistent with either AUM-based or flat-rate planning fees. The firm has 1-10 employees, a single office location, no disclosed funding rounds, no subsidiaries, no M&A activity, and no public filings — it operates as a small, independently owned wealth management practice serving individual clients in a defined regional market.

Delaware Avenue Advisors firmographics

Firmographics
Name
Delaware Avenue Advisors
Legal name
Delaware Avenue Advisors Inc.
Website
https://delawareaveadvisors.com
Company type
Private
Founded year
2011
Operating status
Operating
Headcount range
1–10 employees
Short description
Delaware Avenue Advisors Inc. is a fee-only, SEC-registered investment adviser in Buffalo, NY serving individuals and families with integrated financial planning, portfolio management, and retirement income planning under a fiduciary model.
Ownership category
akta.pro rank

Delaware Avenue Advisors industry classification

Industry
Product category
Investment Advisory Services
NAICS
Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC
Investment Advice (6282)
akta.pro primary industry
Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
akta.pro secondary industry
Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

  • Investment advisory services
  • Retirement income planning
  • Portfolio management
  • Financial planning
  • Wealth management

Where Delaware Avenue Advisors is headquartered

Location

Headquarters

HQ city
Buffalo
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Delaware Avenue Advisors business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D

Revenue model

  1. Investment Advisory Fees: Fee-only investment advisory services. As a fee-only, SEC-registered investment advisor, the firm charges clients directly for financial planning and investment management services without receiving commissions from product sales or third-party payments.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Delaware Avenue Advisors product offering

Product offering

Core offering

Delaware Avenue Advisors is a fee-only, SEC-registered investment advisor delivering integrated financial planning and investment management services. The firm offers three core, interconnected services: Portfolio Management (passive indexes through actively managed stock and bond portfolios), Financial Planning (integrated planning with risk analysis and insurance planning), and Retirement Planning (customized roadmaps and bespoke income-generating portfolios for long retirement horizons). The firm specializes in retirement income planning and income-generating equity portfolios, serving individuals, families, and institutions as a dedicated fiduciary.

Product overview

Delaware Avenue Advisors offers a unified suite of integrated financial planning and investment management services. The core offerings consist of three interconnected services: Financial Planning (providing the foundational integrated plan with risk analysis and insurance planning), Portfolio Management (spanning passive indexes to actively managed stock and bond portfolios), and Retirement Planning (delivering customized roadmaps and income-generating portfolios for retirement). The company specializes in retirement income planning and income-generating equity portfolios, positioning these services as complementary components of a comprehensive advisory approach.

Differentiator

Problem solved

Functional benefit

Products and services

  • Portfolio Management
  • Financial Planning Integrated financial planning services that include risk analysis and insurance planning, serving as the foundational plan from which portfolio management is constructed for individual clients.
  • Retirement Planning Customized retirement roadmaps and bespoke income-generating portfolios designed for long retirement horizons, with specialized expertise in retirement income planning.

Companies that use Delaware Avenue Advisors

Customer profile

Segments1 record

Ideal customer profiles1 record

Delaware Avenue Advisors technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Delaware Avenue Advisors partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • CFA InstitutecoreStrategic or Co-development PartnerDelaware Avenue Advisors adheres to the CFA Institute's Asset Manager Code of Conduct, demonstrating commitment to the highest professional standards of ethics and client advocacy. This affiliation signals credibility and alignment with global investment industry best practices.

Recent moves2 records

Delaware Avenue Advisors competitors and assessment

Company assessment

Market position

Strengths4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

Delaware Avenue Advisors social profiles

Digital presence

Delaware Avenue Advisors financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Delaware Avenue Advisors leadership team

Management profile

Number of profiles

Delaware Avenue Advisors funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Delaware Avenue Advisors M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Delaware Avenue Advisors

What does Delaware Avenue Advisors do?

Delaware Avenue Advisors is a fee-only, SEC-registered investment advisor delivering integrated financial planning and investment management services. The firm offers three core, interconnected services: Portfolio Management (passive indexes through actively managed stock and bond portfolios), Financial Planning (integrated planning with risk analysis and insurance planning), and Retirement Planning (customized roadmaps and bespoke income-generating portfolios for long retirement horizons). The firm specializes in retirement income planning and income-generating equity portfolios, serving individuals, families, and institutions as a dedicated fiduciary.

Is Delaware Avenue Advisors a public or private company?

Delaware Avenue Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Delaware Avenue Advisors founded?

Delaware Avenue Advisors was founded in 2011. It employs 1 to 10 people.

Where is Delaware Avenue Advisors based?

Delaware Avenue Advisors is headquartered in Buffalo, United States, in the North America region.

How does Delaware Avenue Advisors make money?

One revenue line is on record: investment Advisory Fees.

Does Delaware Avenue Advisors have an API?

No public API is recorded for Delaware Avenue Advisors.

What industry is Delaware Avenue Advisors in?

Delaware Avenue Advisors's product category is Investment Advisory Services. Its primary akta.pro industry code is FSAEAAAC, Portfolio Construction & Asset Allocation Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.

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