DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > new york > buffalo

Find The Best Financial Advisors in Buffalo, New York

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Buffalo is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Buffalo & pick the one as per your needs

How To Find The Best Financial Advisors in Buffalo, New York
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Buffalo, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and non-vetted financial advisors in Buffalo, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Buffalo, New York have an average of 24 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Buffalo, New York

Nicholas J Efthemis

Emergent Wealth Advisors, LLC

716-828-8390

Address

5500 Main Street,
Suite 260,
Williamsville, NY 14221 See Details

Snowden Lane Partners

716-221-3321

Address

6400 Sheridan Drive,
Ste. 220,
Williamsville, NY 14221 See Details

Allworth Financial

888-242-6766

Address

20 Wildbriar Road Suite E,
Rochester, NY 14623 See Details

Richard Dougherty

Echelon Wealth Advisors, LLC

585-381-1861

Address

1159 Pittsford Victor Rd,
Ste 220,
Pittsford, NY 14534 See Details

Top Financial Advisor Firms in Buffalo, New York (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
COURIER CAPITAL, LLC 1114 Delaware Avenue, Buffalo, NY, 14209-1604	282485	$1,898,011,510	1496	A Percentage of AUM, Fixed Fees
SANDHILL INVESTMENT MANAGEMENT 40 Fountain Plaza, Suite 1300 Buffalo, NY, 14202	129800	$1,822,486,701	3216	A Percentage of AUM, Fixed Fees, Other (CLIENT OPTIONAL ADDITIONAL BONUS)
LAWLEY RETIREMENT ADVISORS 361 Delaware Avenue, Buffalo, NY, 14202	282786	$1,301,091,580	137	A Percentage of AUM, Hourly charges, Fixed Fees
SANDERSON WEALTH MANAGEMENT, LLC 50 Fountain Plaza, Suite 750 Buffalo, NY, 14202	118910	$898,736,639	1652	A Percentage of AUM
STERLING INVESTMENT COUNSEL, LLC 360 Delaware Avenue, Suite 400 Buffalo, NY, 14202	282624	$543,606,529	1821	A Percentage of AUM, Hourly charges, Fixed Fees
TRUBEE WEALTH ADVISORS, INC. 600 Airborne Pkwy, Suite #120 Buffalo, NY, 14225	3618	$536,582,979	1100	A Percentage of AUM, Fixed Fees
EMERGE CAPITAL MANAGEMENT 500 Pearl Street, Suite 740 Buffalo, NY, 14202	284581	$368,045,688	3305	A Percentage of AUM, Fixed Fees
HUDSON ADVISOR SERVICES, INC. 237 Main Street, Suite 600 Buffalo, NY, 14203	107769	$225,732,356	574	A Percentage of AUM, Hourly charges, Fixed Fees
NOTE ADVISORS, LLC 50 Lakefront Blvd, Suite 215, Buffalo, NY, 14202	171466	$198,948,452	921	A Percentage of AUM, Hourly charges, Fixed Fees
MILLER, GESKO & COMPANY INC. 237 Main Street, Ste 600 Buffalo, NY, 14203	109671	$141,382,503	247	A Percentage of AUM, Hourly charges
WINTHROP PARTNERS - WNY, LLC 295 Main Street, Suite 840 Buffalo, NY, 14203	282100	$133,137,382	274	A Percentage of AUM, Hourly charges, Fixed Fees
COLLINS ADVISORS, LLC 610 Main Street, Suite 202 Buffalo, NY, 14202	129270	$126,647,545	827	A Percentage of AUM
RAND CAPITAL MANAGEMENT 14 Lafayette Square, Suite 1405 Buffalo, NY, 14203	304504	$121,073,077	3	A Percentage of AUM, Performance Based
MILESTONE WEALTH, LLC 50 Fountain Plaza 13th Floor, Buffalo, NY, 14202	166717	$95,069,757	171	A Percentage of AUM
HUDSON CAPITAL ADVISORY, INC. 237 Main Street, Suite 600 Buffalo, NY, 14203	304163	$76,258,811	304	A Percentage of AUM, Hourly charges, Performance Based

Select other cities around Buffalo, New York to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Find The Best Financial Advisors in Buffalo, New York

How To Find The Best Financial Advisors in Buffalo, New YorkLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Buffalo, New York

Nicholas J Efthemis

Emergent Wealth Advisors, LLC

Address

Snowden Lane Partners

Address

Allworth Financial

Address

Richard Dougherty

Echelon Wealth Advisors, LLC

Address

Top Financial Advisor Firms in Buffalo, New York (Ranked by AUM)

Select other cities around Buffalo, New York to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Buffalo, New York
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy