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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!
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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 3 vetted financial advisors and 51 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 30 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 |
|---|---|---|---|---|
| WNY ASSET MANAGEMENT, LLC 6500 Sheridan Drive, Suite 200, Williamsville, NY, 14221 | 153872 | $1,202,102,032 | 6161 | A percentage of AUM, Hourly charges, Fixed fees |
| INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC 305 Spindrift Drive, Williamsville, NY, 14221 | 144733 | $860,000,000 | 4588 | A percentage of AUM, Hourly charges, Fixed fees |
| DOPKINS WEALTH MANAGEMENT, LLC 200 International Drive, Williamsville, NY, 14221 | 124209 | $637,185,737 | 612 | A percentage of AUM, Fixed fees |
| NORTHCAPE WEALTH MANAGEMENT 6400 Sheridan Drive, Suite 116 Williamsville, NY, 14221 | 312350 | $518,359,975 | 1309 | A percentage of AUM, Hourly charges, Fixed fees |
| OGOREK WEALTH MANAGEMENT, LLC Sheridan Meadows Corporate Park North, 6400 Sheridan Drive, Suite 224 Williamsville, NY, 14221-4842 | 105707 | $487,431,467 | 180 | A percentage of AUM, Fixed fees |
| MEMBERS ADVISORY GROUP, LLC 6750 Main Street, Williamsville, NY, 14221 | 153723 | $340,281,194 | 1183 | A percentage of AUM |
| FLORIAN FINANCIAL GROUP LLC 1825 Maple Road, Suite 240 Williamsville, NY, 14221 | 123869 | $142,802,713 | 725 | A percentage of AUM, Hourly charges, Fixed fees |
| EMERGENT WEALTH ADVISORS, LLC 5500 Main Street, Suite 260, Williamsville, NY, 14221 | 174845 | $134,066,120 | 655 | A percentage of AUM, Fixed fees |
| AMAZZ INVESTMENT MANAGEMENT, INC. 5214 Main Street #200, Williamsville, NY, 14221 | 126545 | $93,032,414 | 116 | A percentage of AUM, Fixed fees |
| LINCOLN SPARROW ADVISORS, LLC 5920 Main Street, Suite 200 Williamsville, NY, 14221 | 167632 | $51,947,598 | 203 | A percentage of AUM, Fixed fees |
| BUFFALO FIRST WEALTH MANAGEMENT, LLC 7606 Transit Rd, Suite 100, Williamsville, NY, 14221 | 168937 | $49,486,213 | 239 | A percentage of AUM, Hourly charges, Fixed fees |
| SHIELD WEALTH ADVISORS 2809 Wehrle Drive, Suite 9 Williamsville, NY, 14221 | 309538 | $40,018,263 | 205 | A percentage of AUM, Hourly charges |
| CAMBRIDGE ADVISORS, LLC 6225 Sheridan Drive Suite 102, Williamsville, NY, 14221-5806 | 158928 | $35,733,880 | 215 | A percentage of AUM, Fixed fees |
Additional Financial Advisors in Buffalo, New York
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| Anthony Baldi & Associates Inquire with Anthony | 8310 Wehrle Dr, Williamsville, NY 14221 | 716-626-3296 |
| Brent C Rickan Inquire with Brent | 450 Essjay Road, Ste 100 Williamsville, NY 14221 | 716-631-4652 |
| Brandon M Harrington Inquire with Brandon | 8310 Wehrle Dr, Williamsville, NY 14221 | 716-626-3296 |
| Anthony Baldi Inquire with Anthony | 8310 Wehrle Dr, Williamsville, NY 14221 | 716-626-3296 |
| Nicholas Pellicore Inquire with Nicholas | 6622 Main St, Ste 2 Williamsville, NY 14221 | 716-565-3880 |
| John Benns Inquire with John | 8310 Wehrle Dr, Williamsville, NY 14221 | 716-626-3296 |
| Mark C Massaro Inquire with Mark | 17 Limestone Dr, Ste 8 Williamsville, NY 14221 | 716-626-6750 |
| William C Hoock Inquire with William | 8310 Wehrle Dr, Williamsville, NY 14221 | 716-626-3296 |
| P J Di Pirro Jr Inquire with P | 6622 Main St, Ste 2 Williamsville, NY 14221 | 716-565-3880 |
| John Hornung Inquire with John | 17 Limestone Dr, Ste 7 Williamsville, NY 14221 | 716-204-1049 |
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