Financial advisers in Buffalo, NY
22 registered investment adviser firms in Buffalo managing $13.8B in assets, based on public SEC Form ADV filings.
Courier Capital, LLC
Buffalo, NY · Est. 2016
- AUM
- $3.6B
- Per adviser
- $299M
- Advisers
- 12
No reported disclosures
Sandhill Investment Management
Buffalo, NY · Est. 2004
- AUM
- $2.4B
- Per adviser
- $172M
- Advisers
- 14
No reported disclosures
Lawley Retirement Advisors
Buffalo, NY · Est. 2016
- AUM
- $2.1B
- Per adviser
- $426M
- Advisers
- 5
No reported disclosures
Sanderson Wealth Management, LLC
Buffalo, NY · Est. 2002
- AUM
- $1.4B
- Per adviser
- $130M
- Advisers
- 11
No reported disclosures
Sterling Investment Counsel, LLC
Buffalo, NY · Est. 2016
- AUM
- $1.0B
- Per adviser
- $129M
- Advisers
- 8
No reported disclosures
Trubee Wealth Advisors, INC.
Buffalo, NY · Est. 2009
- AUM
- $911M
- Per adviser
- $65M
- Advisers
- 14
Note Advisors, LLC
Buffalo, NY · Est. 2014
- AUM
- $437M
- Per adviser
- $73M
- Advisers
- 6
No reported disclosures
Hudson Capital Advisory, INC.
Buffalo, NY · Est. 2021
- AUM
- $328M
- Per adviser
- $109M
- Advisers
- 3
No reported disclosures
Hudson Advisor Services, INC.
Buffalo, NY · Est. 1997
- AUM
- $310M
- Per adviser
- $52M
- Advisers
- 6
No reported disclosures
Winthrop Partners - Wny, LLC
Buffalo, NY · Est. 2015
- AUM
- $186M
- Per adviser
- $47M
- Advisers
- 4
No reported disclosures
Miller, Gesko & Company INC.
Buffalo, NY · Est. 1986
- AUM
- $183M
- Per adviser
- $37M
- Advisers
- 5
No reported disclosures
Collins Advisors, LLC
Buffalo, NY · Est. 2011
- AUM
- $176M
- Per adviser
- $176M
- Advisers
- 1
No reported disclosures
North Woods Wealth Management
Buffalo, NY · Est. 2019
- AUM
- $150M
- Per adviser
- $75M
- Advisers
- 2
No reported disclosures
Rand Capital Management
Buffalo, NY · Est. 2019
- AUM
- $137M
- Per adviser
- $23M
- Advisers
- 6
No reported disclosures
Western New York Financial Group, LLC
Buffalo, NY · Est. 2019
- AUM
- $84M
- Per adviser
- $42M
- Advisers
- 2
No reported disclosures
Winthrop Partners - Epa, LLC
Buffalo, NY · Est. 2015
- AUM
- $82M
- Per adviser
- $27M
- Advisers
- 3
No reported disclosures
Capital Insights Group Of Wny, LLC.
Buffalo, NY · Est. 2023
- AUM
- $59M
- Per adviser
- $20M
- Advisers
- 3
No reported disclosures
Winthrop Partners - Wpa , LLC
Buffalo, NY · Est. 2015
- AUM
- $44M
- Per adviser
- $22M
- Advisers
- 2
No reported disclosures
Paramount Wealth Advisors
Buffalo, NY · Est. 2026
- AUM
- $38M
- Per adviser
- $19M
- Advisers
- 2
No reported disclosures
Eudaimonia Wealth
Buffalo, NY · Est. 2025
- AUM
- $36M
- Per adviser
- $36M
- Advisers
- 1
No reported disclosures
Grenda Group
Buffalo, NY · Est. 2014
- AUM
- $35M
- Per adviser
- $17M
- Advisers
- 2
Emerge Capital Management
Buffalo, NY · Est. 2018
- AUM
- $30M
- Per adviser
- $15M
- Advisers
- 2
No reported disclosures