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 Retirement Planning advisors in NY, BUFFALO
15 advisers found
LAWLEY RETIREMENT ADVISORS
Buffalo, NY
AUM
$2.13B
Wealth MgmtRetirementFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
716-849-8219
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
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 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
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
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