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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 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

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Nicholas J Efthemis

Emergent Wealth Advisors, LLC

5500 Main Street
Suite 260

Williamsville, NY 14221

716-828-8390

advisor-photo

Snowden Lane Partners

Snowden Lane Partners

6400 Sheridan Drive
Ste. 220

Williamsville, NY 14221

716-221-3321

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Allworth Financial

Allworth Financial

20 Wildbriar Road Suite E

Rochester, NY 14623

888-242-6766

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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 AdvisorOffice LocationPhone 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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