COURIER CAPITAL, LLC
Buffalo, NY
AUM
$3.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
716-883-9595
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY, BUFFALO
23 advisers found
SANDERSON WEALTH MANAGEMENT, LLC
Buffalo, NY
AUM
$1.43B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM
716-566-2420
STERLING INVESTMENT COUNSEL, LLC
Buffalo, NY
AUM
$1.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM
(716) 783-7054
NOTE ADVISORS, LLC
Buffalo, NY
AUM
$437.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(716) 256-1682
HUDSON CAPITAL ADVISORY, INC.
Buffalo, NY
AUM
$327.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
716-277-2717
HUDSON ADVISOR SERVICES, INC.
Buffalo, NY
AUM
$310.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
716-803-6587
WINTHROP PARTNERS - WNY, LLC
Buffalo, NY
AUM
$186.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
716-322-7478
MILLER, GESKO & COMPANY INC.
Buffalo, NY
AUM
$183.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
716 852-7628
COLLINS ADVISORS, LLC
Buffalo, NY
AUM
$176.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
716-833-6338
NORTH WOODS WEALTH MANAGEMENT
Buffalo, NY
AUM
$150.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
716.220.8497
WESTERN NEW YORK FINANCIAL GROUP, LLC
Buffalo, NY
AUM
$84.1M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
716-743-6262
WINTHROP PARTNERS - EPA, LLC
Buffalo, NY
AUM
$82.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
267-454-4585
WINTHROP PARTNERS - WPA , LLC
Buffalo, NY
AUM
$44.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
267-454-7551
PARAMOUNT WEALTH ADVISORS
Buffalo, NY
AUM
$37.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
716-712-0127
IBIS CAPITAL MANAGEMENT, LLC
Buffalo, NY
AUM
$36.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 employees
Clients
101-250
Fees
Percentage of AUM; Hourly charges
716-939-3005
EUDAIMONIA WEALTH
Buffalo, NY
AUM
$35.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(716) 362-1182
GRENDA GROUP
Buffalo, NY
AUM
$34.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
716-896-3232
DELAWARE AVENUE ADVISORS INC.
Buffalo, NY
AUM
$28.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
716-633-4372
ABAYA WEALTH MANAGEMENT LLC
Buffalo, NY
AUM
$23.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
716-345-0110
FAHEY FINANCIAL
Buffalo, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
716-502-1020
CAPITAL INSIGHTS GROUP OF WNY, LLC.
Buffalo, NY
AUM
$58.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
716-309-4109
Full profileNo website
EWM ADVISORY
Buffalo, NY
AUM
$6.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
647-270-9809
Full profileNo website
COVENANT WEALTH
Buffalo, NY
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
716 534 5480
Full profileNo website