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Find The Best Financial Advisors in Buffalo, New York

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 5 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 21 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

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Nicholas J Efthemis

Emergent Wealth Advisors, LLC

716-828-8390

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Ted Borowiak

Edelman Financial Engines, LLC

716-935-6642

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Richard Dougherty

Echelon Wealth Advisors, LLC

585-381-1861

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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

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