fbpx

Top Financial Advisors in Buffalo

The gem of western New York, Buffalo has a wide variety of financial advisors to help serve you in whatever situation you may be in. Part of this is because of a recent economic boom in the late 2010s. In response to this, Benzinga has done the research needed to help you find the absolute best match in regards to finding a financial advisor for any situation you may be in.

Filter
  • CDR# 282485
    $1,630,552,738
    485
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • $329,387,983
    403
    • Financial planning services
  • $1,230,695,945
    1,438
  • $200,480,261
    241
    • Financial planning services
    • CONSULTING SERVICES
  • $131,444,000
    254
    • Financial planning services
  • $666,733,059
    108
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • $106,974,588
    129
    • Financial planning services
    • Pension consulting services
    • Educational seminars/workshops
  • CDR# 129270
    $88,989,267
    77
    • Financial planning services
    • Selection of other advisers (including private fund managers)
    • Educational seminars/workshops
  • $202,459,796
    143
    • Financial planning services
    • Selection of other advisers (including private fund managers)
  • CDR# 166717
    $55,725,161
    78
    • Selection of other advisers (including private fund managers)

To determine the top financial advisors in Buffalo we poured through all SEC registered advisory firms who have an office in Buffalo. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.

COURIER CAPITAL, LLC

CDR# 282485
$1,630,552,738
485
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
1114 DELAWARE AVENUE
BUFFALO NY, 14209-1604
716-883-9595

$1,630,552,738
485
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

STERLING INVESTMENT COUNSEL, LLC

CDR# 282624
$329,387,983
403
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
360 DELAWARE AVENUE SUITE 206
BUFFALO NY, 14202
(716) 783-7054

$329,387,983
403
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

SANDHILL INVESTMENT MANAGEMENT

CDR# 129800
$1,230,695,945
1,438
Works with high networth individuals
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
40 FOUNTAIN PLAZA SUITE 1300
BUFFALO NY, 14202
716-852-0279

$1,230,695,945
1,438
Works with high networth individuals
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other

PRATT COLLARD ADVISORY PARTNERS, LLC

CDR# 159184
$200,480,261
241
Works with high networth individuals
  • Financial planning services
  • CONSULTING SERVICES
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
120 WEST TUPPER STREET SUITE 205
BUFFALO NY, 14201
716-566-9140

$200,480,261
241
Works with high networth individuals
  • Financial planning services
  • CONSULTING SERVICES
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

MILLER, GESKO & COMPANY INC.

CDR# 109671
$131,444,000
254
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
237 MAIN STREET STE 600
BUFFALO NY, 14203
716 852-7628

$131,444,000
254
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other

SANDERSON WEALTH MANAGEMENT, LLC

CDR# 118910
$666,733,059
108
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
750 KEY TOWER 50 FOUNTAIN PLAZA
BUFFALO NY, 14202
716-566-2420

$666,733,059
108
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management

WINTHROP PARTNERS - WNY, LLC

CDR# 282100
$106,974,588
129
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
835 WASHINGTON STREET SUITE 118
BUFFALO NY, 14203
716-322-7478

$106,974,588
129
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

COLLINS ADVISORS, LLC

CDR# 129270
$88,989,267
77
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
610 MAIN STREET SUITE 202
BUFFALO NY, 14202
716-833-6338

$88,989,267
77
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management

HUDSON ADVISOR SERVICES, INC.

CDR# 107769
$202,459,796
143
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
237 MAIN STREET SUITE 600
BUFFALO NY, 14203
877-504-1964

$202,459,796
143
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

MONOLITH ADVISORS LLC

CDR# 166717
$55,725,161
78
Works with high networth individuals
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Other
737 MAIN STREET, SUITE 100
BUFFALO NY, 14203
716-235-8990

$55,725,161
78
Works with high networth individuals
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Other