Financial advisers in Williamsville , NY

AUM: $1.7B
Per adviser: $96M
Advisers: 18

No reported disclosures

Independent Solutions Wealth Management, LLC

Williamsville, NY · Est. 2008

Regional

AUM: $1.5B
Per adviser: $59M
Advisers: 26

No reported disclosures

Dopkins Wealth Management, LLC

Williamsville, NY · Est. 2003

AUM: $717M
Per adviser: $179M
Advisers: 4

No reported disclosures

Northcape Wealth Management

Williamsville, NY · Est. 2021

AUM: $706M
Per adviser: $235M
Advisers: 3

No reported disclosures

Ogorek Wealth Management, LLC

Williamsville, NY · Est. 1983

AUM: $559M
Per adviser: $279M
Advisers: 2

No reported disclosures

Members Advisory Group, LLC

Williamsville, NY · Est. 2012

Regional

Fee-only

AUM: $443M
Per adviser: $111M
Advisers: 4

No reported disclosures

Emergent Wealth Advisors, LLC

Williamsville, NY · Est. 2015

AUM: $249M
Per adviser: $83M
Advisers: 3

No reported disclosures

Florian Financial Group LLC

Williamsville, NY · Est. 2007

AUM: $215M
Per adviser: $43M
Advisers: 5

No reported disclosures

Bentham Wealth Advisors

Williamsville, NY · Est. 2024

AUM: $110M
Per adviser: $55M
Advisers: 2

No reported disclosures

Buffalo First Wealth Management, LLC

Williamsville, NY · Est. 2020

AUM: $92M
Per adviser: $23M
Advisers: 4

No reported disclosures

Amazz Investment Management, INC.

Williamsville, NY · Est. 2015

AUM: $78M
Per adviser: $78M
Advisers: 1

No reported disclosures

Countryside Financial LLC

Williamsville, NY · Est. 2025

AUM: $73M
Per adviser: $24M
Advisers: 3

No reported disclosures

Shield Wealth Advisors

Williamsville, NY · Est. 2020

Fee-only

AUM: $68M
Per adviser: $34M
Advisers: 2

No reported disclosures

Cambridge Advisors, LLC

Williamsville, NY · Est. 2018

AUM: $47M
Per adviser: $47M
Advisers: 1

No reported disclosures

Rabenold Advisors, INC.

Williamsville, NY · Est. 2026