DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
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 2 vetted financial advisors and 45 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
716-828-8390
Top Financial Advisor Firms in Buffalo, New York (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| SANDHILL INVESTMENT MANAGEMENT 40 Fountain Plaza, Suite 1300 Buffalo, NY, 14202 | 129800 | $2,245,320,051 | 3373 | A percentage of AUM, Fixed fees, Other (CLIENT OPTIONAL ADDITIONAL BONUS) |
| COURIER CAPITAL, LLC 1114 Delaware Avenue, Buffalo, NY, 14209-1604 | 282485 | $2,180,325,470 | 1444 | A percentage of AUM, Fixed fees |
| LAWLEY RETIREMENT ADVISORS 361 Delaware Avenue, Buffalo, NY, 14202 | 282786 | $1,442,560,144 | 134 | A percentage of AUM, Hourly charges, Fixed fees |
| EMERGE CAPITAL MANAGEMENT 325 Delaware Ave, Suite 204, Buffalo, NY, 14202 | 284581 | $1,349,505,990 | 4484 | A percentage of AUM, Fixed fees |
| SANDERSON WEALTH MANAGEMENT, LLC 750 Key Tower, 50 Fountain Plaza Buffalo, NY, 14202 | 118910 | $995,664,691 | 1228 | A percentage of AUM |
| STERLING INVESTMENT COUNSEL, LLC 360 Delaware Avenue, Suite 400 Buffalo, NY, 14202 | 282624 | $606,146,994 | 1662 | A percentage of AUM, Hourly charges, Fixed fees |
| TRUBEE, COLLINS & CO., INC. 1350 One M & T Plaza, Buffalo, NY, 14203 | 3618 | $598,534,126 | 977 | A percentage of AUM, Fixed fees |
| HUDSON ADVISOR SERVICES, INC. 237 Main Street, Suite 600 Buffalo, NY, 14203 | 107769 | $278,907,311 | 558 | A percentage of AUM, Hourly charges, Fixed fees |
| NOTE ADVISORS, LLC 50 Lakefront Blvd, Suite 215, Buffalo, NY, 14202 | 171466 | $196,834,060 | 828 | A percentage of AUM, Hourly charges, Fixed fees |
| MILLER, GESKO & COMPANY INC. 237 Main Street, Ste 600 Buffalo, NY, 14203 | 109671 | $165,936,783 | 244 | A percentage of AUM, Hourly charges |
| WINTHROP PARTNERS - WNY, LLC 295 Main Street, Suite 840 Buffalo, NY, 14203 | 282100 | $152,151,060 | 259 | A percentage of AUM, Hourly charges, Fixed fees |
| COLLINS ADVISORS, LLC 610 Main Street, Suite 202 Buffalo, NY, 14202 | 129270 | $133,924,045 | 468 | A percentage of AUM |
| MILESTONE WEALTH, LLC 737 Main Street, Suite 100, Buffalo, NY, 14203 | 166717 | $132,507,810 | 171 | A percentage of AUM, Other (THIRD PARTY REFERRAL FEES) |
| WINTHROP PARTNERS - WPA , LLC 295 Main Street, Suite 840 Buffalo, NY, 14203 | 282102 | $82,138,654 | 39 | A percentage of AUM, Hourly charges, Fixed fees |
| WESTERN NEW YORK FINANCIAL GROUP, LLC 560 Delaware Avenue, Suite 102 Buffalo, NY, 14202 | 306083 | $72,691,522 | 255 | A percentage of AUM, Hourly charges, Fixed fees |
Additional Financial Advisors in Buffalo, New York
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| Ann Marie Williams Inquire with Ann | 50 Fountain Plaza, Suite 400 Buffalo, NY 14202 | 716-849-4856 |
| Alexander Schimert Inquire with Alexander | 50 Fountain Plaza, Suite 400 Buffalo, NY 14202 | 716-849-4894 |
| Morgan Stanley Financial Advisors Inquire with Morgan | 50 Fountain Plaza, Suite 400 Buffalo, NY 14202 | 716-849-4800 |
| The Mohney Kneeland Team Inquire with The | 50 Fountain Plaza, Suite 800 Buffalo, NY 14202 | 716-849-4883 |
| Scott Saperston Inquire with Scott | 50 Fountain Plaza, Suite 400 Buffalo, NY 14202 | 716-849-2304 |
| J. Bradley Rauch Inquire with J. | 50 Fountain Plaza, Suite 400 Buffalo, NY 14202 | 716-849-2309 |
| Katherine M Mohney Inquire with Katherine | 50 Fountain Plaza, Suite 400 Buffalo, NY 14202 | 716-849-4883 |
| Kevin Malaney Inquire with Kevin | 50 Fountain Plaza, Suite 400 Buffalo, NY 14202 | 716-849-2361 |
| Jessica Roach Inquire with Jessica | 50 Fountain Plaza, Suite 400 Buffalo, NY 14202 | 716-631-4629 |
| Zachary Kneeland Inquire with Zachary | 50 Fountain Plaza, Suite 400 Buffalo, NY 14202 | 716-849-2322 |
Select other cities around Buffalo, New York to broaden your search for a financial advisor
- Financial Advisors in Buffalo, New York
- Financial Advisors in Fayetteville, New York
- Financial Advisors in Hawthorne, New York
- Financial Advisors in Latham, New York
- Financial Advisors in Melville, New York
- Financial Advisors in New York, New York
- Financial Advisors in Pittsford, New York
- Financial Advisors in Rhinebeck, New York
- Financial Advisors in Slingerlands, New York
- Financial Advisors in Syracuse, New York
Frequently Asked Questions
Find an Advisor
It's Fast, Free & Easy
Your Information is Safe and Secure
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR