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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 13 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.

List of Qualified Financial Advisors in Buffalo, New York

advisor

Nicholas J Efthemis

Emergent Wealth Advisors, LLC

call716-828-8390

advisor

Richard Dougherty

Echelon Wealth Advisors, LLC

call585-381-1861

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 $1,297,442,303 6654 A percentage of AUM, Hourly charges, Fixed fees
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
305 Spindrift Drive,
Williamsville, NY, 14221
144733 $953,830,582 5873 A percentage of AUM, Hourly charges, Fixed fees
DOPKINS WEALTH MANAGEMENT, LLC
200 International Drive,
Williamsville, NY, 14221
124209 $645,557,984 741 A percentage of AUM, Fixed fees
NORTHCAPE WEALTH MANAGEMENT
6565 Main Street,
Williamsville, NY, 14221
312350 $565,612,204 1379 A percentage of AUM, Hourly charges, Fixed fees
OGOREK WEALTH MANAGEMENT, LLC
Sheridan Meadows Corporate Park North, 6400 Sheridan Drive, Suite 132
Williamsville, NY, 14221-4842
105707 $525,271,810 638 A percentage of AUM, Fixed fees
MEMBERS ADVISORY GROUP, LLC
6750 Main Street,
Williamsville, NY, 14221
153723 $349,303,034 1306 A percentage of AUM
EMERGENT WEALTH ADVISORS, LLC
5500 Main Street, Suite 260,
Williamsville, NY, 14221
174845 $202,893,297 901 A percentage of AUM, Fixed fees
FLORIAN FINANCIAL GROUP LLC
1825 Maple Road, Suite 240
Williamsville, NY, 14221
123869 $149,578,434 829 A percentage of AUM, Hourly charges, Fixed fees
BENTHAM WEALTH ADVISORS
300 International Dr, Suite 100
Williamsville, NY, 14221
332035 $92,500,000 547 A percentage of AUM, Fixed fees
AMAZZ INVESTMENT MANAGEMENT, INC.
5214 Main Street #200,
Williamsville, NY, 14221
126545 $87,448,238 142 A percentage of AUM, Fixed fees
BUFFALO FIRST WEALTH MANAGEMENT, LLC
7606 Transit Rd, Suite 100,
Williamsville, NY, 14221
168937 $76,656,085 448 A percentage of AUM, Hourly charges, Fixed fees
SHIELD WEALTH ADVISORS
2809 Wehrle Drive, Suite 9
Williamsville, NY, 14221
309538 $60,730,929 268 A percentage of AUM, Hourly charges
CAMBRIDGE ADVISORS, LLC
6225 Sheridan Drive Suite 102,
Williamsville, NY, 14221-5806
158928 $42,550,999 276 A percentage of AUM, Fixed fees

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