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 Trusts & Estates advisors in NY, WILLIAMSVILLE
18 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
MEMBERS ADVISORY GROUP, LLC
Williamsville, NY
AUM
$443.2M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(716) 632-4066
EMERGENT WEALTH ADVISORS, LLC
Williamsville, NY
AUM
$249.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
716-828-8390
FLORIAN FINANCIAL GROUP LLC
Williamsville, NY
AUM
$215.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
716-810-9590
BENTHAM WEALTH ADVISORS
Williamsville, NY
AUM
$110.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(716) 580-1500
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
O'BANNON & DAVIS INC.
Williamsville, NY
AUM
$77.2M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
716-856-7555
COUNTRYSIDE FINANCIAL LLC
Williamsville, NY
AUM
$73.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
716-256-1330
SHIELD WEALTH ADVISORS
Williamsville, NY
AUM
$68.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
833-457-1040
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
RABENOLD ADVISORS, INC.
Williamsville, NY
AUM
$35.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · NEGOTIATED FINANCIAL PLANNING FEE +1 more
716-568-8790
AMAZZ INVESTMENT MANAGEMENT, INC.
Williamsville, NY
AUM
$78.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
716-839-5252
Full profileNo website
RUSSELL J. D'ALBA
Williamsville, NY
AUM
—
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
% OF NET ACCOUNT VALUE (ALWAYS LESS THAN 1/2%)
716-626-1200
Full profileNo website
TIMOTHY C. MINNECI
Williamsville, NY
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges · Fixed fees +1 more
716-626-1200
Full profileNo website