AdvisorGrade

Financial advisers in Amherst, NY

5 registered investment adviser firms in Amherst managing $2.2B in assets, based on public SEC Form ADV filings.

Nottingham Advisors INC.

Amherst, NY · Est. 1982

Regional
Fee-based
AUM
$1.4B
Per adviser
$158M
Advisers
9

No reported disclosures

Mccollum Christoferson Group, LLC

Amherst, NY · Est. 2015

Local
Fee-based
AUM
$416M
Per adviser
$139M
Advisers
3

No reported disclosures

Sovereign Asset Management

Amherst, NY · Est. 2018

Local
Fee-only
AUM
$176M
Per adviser
$88M
Advisers
2

No reported disclosures

Mollot & Hardy, INC.

Amherst, NY · Est. 2018

Local
Fee-only
AUM
$81M
Per adviser
$40M
Advisers
2

No reported disclosures

Pathway Partners Wealth Advisors, LLC

Amherst, NY · Est. 2024

Local
Fee-based
AUM
$79M
Per adviser
$13M
Advisers
6