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 Institutional advisors in NY, BUFFALO
12 advisers found
SANDHILL INVESTMENT MANAGEMENT
Buffalo, NY
AUM
$2.40B
Wealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
716-852-0279
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
TRUBEE WEALTH ADVISORS, INC.
Buffalo, NY
AUM
$911.5M
Wealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
716-849-1401
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
RAND CAPITAL MANAGEMENT
Buffalo, NY
AUM
$136.7M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE, TRANSACTION CLOSING, MONITORING
617-880-7494
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
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
EMERGE CAPITAL MANAGEMENT
Buffalo, NY
AUM
$30.0M
Institutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
904-870-1092