# Ashford Advisors

Ashford Advisors is a Bank / Wealth / Trust based in Pittsford, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Pittsford, United States
- **Region:** North America
- **Address:** Pittsford, NY, United States
- **Founded:** 1980
- **Assets under management:** Undisclosed
- **Website:** ashfordadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/ashfordadvisors

## Regulatory record

- **CRD number:** 114238
- **SEC file number:** 801-60563
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/114238

## About

Ashford Advisors is an SEC-registered investment adviser in Pittsford, NY, registered since 2001. The firm manages $943 million in assets, with $702 million on a discretionary basis. It has 8 employees and 3 investment advisers.

## Questions

### What is Ashford Advisors' relationship with Guardian Life?

Ashford Advisors operates as a general agency of The Guardian Life Insurance Company of America. This means it is part of Guardian's career-agency distribution system, selling Guardian-manufactured life insurance, disability income, and annuity products. The firm also offers wealth management and employee-benefits services under Guardian's broker-dealer and RIA infrastructure.

### Does Ashford Advisors manage proprietary investment funds?

No. Ashford distributes insurance and wealth management products manufactured or enabled by Guardian and its affiliates. It does not operate as a registered fund manager and does not sponsor private-placement vehicles or hedge-fund offerings. The firm's model is agent-driven product distribution and financial planning.

### How does the firm's mutual-company backing influence its product shelf?

Because Guardian is structured as a mutual insurer, it is owned by its participating policyholders rather than public shareholders. This allows it to issue eligible whole-life policies that pay non-guaranteed annual dividends, a feature that Ashford's agents can present as part of a long-term cash-value accumulation strategy. Mutual ownership also frees the product-design process from quarterly-earnings demands.

### What geographic footprint does Ashford Advisors serve?

The firm is headquartered in Pittsford, New York, and maintains multiple offices across the state. Its agents operate locally, serving individual clients and business owners primarily within New York, though the scope can extend through Guardian's national agency network.

## Related profiles

- [ASG Wealth Management](https://altss.com/profile/asg-wealth-management)
- [Ashland Pension Plan](https://altss.com/profile/ashland-pension-plan)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/ashford-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology