Top 10 advisors in Buffalo
We’ve curated a list of the best financial advisors in Buffalo, take a look at it below
Find an advisor in Buffalo| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,609,138,427 | 23 advisors | ||
| 2 | $543,090,433 | 9 advisors | ||
| 3 | $452,504,850 | 18 advisors | ||
| 4 | $278,579,494 | 8 advisors | ||
| 5 | $209,350,873 | 5 advisors | ||
| 6 | $130,474,634 | 4 advisors | ||
| 7 | $123,581,600 | 4 advisors | ||
| 8 | $121,073,077 | 10 advisors | ||
| 9 | $117,919,346 | 3 advisors | ||
| 10 | $116,855,610 | 17 advisors |
How we came up with this list
To generate our top financial advisors list in Buffalo, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Buffalo. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Sandhill Investment Management
Assets under management
$1,609,138,427
Fee structure
A percentage of assets under your management
Fixed fees
CLIENT OPTIONAL ADDITIONAL BONUS
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Sterling Investment Counsel, LLC
Assets under management
$543,090,433
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
3. Trubee Wealth Advisors, Inc.
Assets under management
$452,504,850
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
4. Emerge Capital Management
Assets under management
$278,579,494
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Distribution Services For Other Rias
5. Hudson Advisor Services, Inc.
Assets under management
$209,350,873
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
6. Winthrop Partners - Wny, LLC
Assets under management
$130,474,634
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
7. Collins Advisors, LLC
Assets under management
$123,581,600
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
8. Rand Capital Management
Assets under management
$121,073,077
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
9. Miller, Gesko & Company Inc.
Assets under management
$117,919,346
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
10. Sanderson Wealth Management, LLC
Assets under management
$116,855,610
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Your first meeting is free.