WNY ASSET MANAGEMENT, LLC
Williamsville, NY
AUM
$1.73B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
716-626-0060
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NY, WILLIAMSVILLE
7 advisers found
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
Williamsville, NY
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
26 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
716-568-8566
DOPKINS WEALTH MANAGEMENT, LLC
Williamsville, NY
AUM
$717.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
716-634-8800
NORTHCAPE WEALTH MANAGEMENT
Williamsville, NY
AUM
$706.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(71) 632-6565
OGOREK WEALTH MANAGEMENT, LLC
Williamsville, NY
AUM
$558.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
716-626-5000
BUFFALO FIRST WEALTH MANAGEMENT, LLC
Williamsville, NY
AUM
$91.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
716-861-7371
CAMBRIDGE ADVISORS, LLC
Williamsville, NY
AUM
$46.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
716-932-7270