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
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 3 vetted financial advisors and 22 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 16 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.
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 |
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