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
Velisa Dannette Williams
Registered Affiliation(s):SNOWDEN ACCOUNT SERVICES LLC
Joseph Ploger
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
Bartolo Panepinto
Registered Affiliation(s):HSBC SECURITIES (USA) INC.
Kevin Gibson
Registered Affiliation(s):CADARET, GRANT & CO., INC.
Kimberly Ann Kenyon
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Timothy Mark Brown
Registered Affiliation(s):CADARET, GRANT & CO., INC.
Mark Henry Thompson
Registered Affiliation(s):CALAMAR FINANCIAL GROUP, LLC
Karen Anne Schiferle
Registered Affiliation(s):LPL FINANCIAL LLC
Douglas Edward Thompson
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Rebecca Marie Thompson
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Keith Spencer Roth
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Jason Christopher Klein
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Richard James Marsh
Registered Affiliation(s):LPL FINANCIAL LLC
Thomas Joseph Digiacomo
Registered Affiliation(s):EQUITY SERVICES, INC.
Michael Louis Anastasia
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
John Gerald Clouden
Registered Affiliation(s):CADARET, GRANT & CO., INC.
Lawrence Merrill Orsini
Registered Affiliation(s):HSBC SECURITIES (USA) INC.
John Ariola
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Daryl Matthew Oar
Registered Affiliation(s):CITIZENS SECURITIES, INC.
Carolyn Atwill Sullivan
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Robert John Mcardle
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Daryl Robert Rowe
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Katherine Ruth Mclernon
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Thomas Arthur Smith
Registered Affiliation(s):LPL FINANCIAL LLC
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
