Top Financial Advisors in Buffalo, New York
Finding the right financial advisor in Buffalo is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Buffalo, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Buffalo, NY.
Find the Best Financial Advisor Firms in Buffalo:
COURIER CAPITAL, LLC
CRD#: 282485
Address: 1114 Delaware Avenue, Buffalo, NY 14209-1604
Clients: 527
Average Clients per Advisor: 43
AUM: $ 1.9B
SANDERSON WEALTH MANAGEMENT, LLC
CRD#: 118910
Address: 750 Key Tower 50 Fountain Plaza, Buffalo, NY 14202
Clients: 149
Average Clients per Advisor: 13
AUM: $ 899M
STERLING INVESTMENT COUNSEL, LLC
CRD#: 282624
Address: 360 Delaware Avenue Suite 400, Buffalo, NY 14202
Clients: 523
Average Clients per Advisor: 65
AUM: $ 544M
HUDSON ADVISOR SERVICES, INC.
CRD#: 107769
Address: 237 Main Street Suite 600, Buffalo, NY 14203
Clients: 115
Average Clients per Advisor: 23
AUM: $ 226M
NOTE ADVISORS, LLC
CRD#: 171466
Address: 50 Lakefront Blvd, Suite 215, Buffalo, NY 14202
Clients: 353
Average Clients per Advisor: 58
AUM: $ 199M
MILLER, GESKO & COMPANY INC.
CRD#: 109671
Address: 237 Main Street Ste 600, Buffalo, NY 14203
Clients: 46
Average Clients per Advisor: 15
AUM: $ 141M
How We Chose the Top Financial Advisors in Buffalo, New York
To create this list of top financial advisor firms in Buffalo, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Buffalo has to offer.
Search Financial Advisors in Buffalo, New York
Patricia Susan Wallaitis
Registered Affiliation(s):LPL FINANCIAL LLC
Breann Lisa Root
Registered Affiliation(s):HSBC SECURITIES (USA) INC.
Lawrence Allen Coon
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Jonathan Phillip Moyer
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Christopher John Spadafora
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Joy E. Aitchison
Registered Affiliation(s):KEY INVESTMENT SERVICES LLC
Jerome Weinert
Registered Affiliation(s):UBS SECURITIES LLC
David Edward Pohl
Registered Affiliation(s):HSBC SECURITIES (USA) INC.
Jeanne A. Holmes
Registered Affiliation(s):HSBC SECURITIES (USA) INC.
Suzanne Marie Moreis
Registered Affiliation(s):MORGAN STANLEY
James Anthony Brisolari
Registered Affiliation(s):SECURITIES AMERICA, INC.
James Robert Brooks
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Patrizia Ann Laughton
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Taerica R Blanding
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mark A King
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Joshua Spence Pereira
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Craig R Ryan
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Russell J D'alba
Registered Affiliation(s):RUSSELL J. D'ALBA
Andrew Robert Schneegold
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Anna Maria Pujolas
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Arthur Craigg Mcrae
Registered Affiliation(s):INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
Peter Francis Brucato
Registered Affiliation(s):PRIVATE ADVISOR GROUP, LLC
Jacob Andrew Denz
Registered Affiliation(s):LINCOLN INVESTMENT
Ward Murray Caldbick
Registered Affiliation(s):REGAL SECURITIES, INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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