Top Financial Advisors in Williamsville, New York
Finding the right financial advisor in Williamsville 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 Williamsville, 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 Williamsville, NY.
Find the Best Financial Advisor Firms in Williamsville:
WNY ASSET MANAGEMENT, LLC
CRD#: 153872
Address: 6500 Sheridan Drive, Suite 200, Williamsville, NY 14221
Clients: 2,800
Average Clients per Advisor: 164
AUM: $ 1.1B
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
CRD#: 144733
Address: 305 Spindrift Drive, Williamsville, NY 14221
Clients: 3,660
Average Clients per Advisor: 261
AUM: $ 838M
NORTHCAPE WEALTH MANAGEMENT
CRD#: 312350
Address: 6400 Sheridan Drive Suite 116, Williamsville, NY 14221
Clients: 470
Average Clients per Advisor: 156
AUM: $ 493M
OGOREK WEALTH MANAGEMENT, LLC
CRD#: 105707
Address: Sheridan Meadows Corporate Park North 6400 Sheridan Drive, Suite 224, Williamsville, NY 14221-4842
Clients: 99
Average Clients per Advisor: 12
AUM: $ 412M
EMERGENT WEALTH ADVISORS, LLC
CRD#: 174845
Address: 5500 Main Street, Suite 260, Williamsville, NY 14221
Clients: 291
Average Clients per Advisor: 58
AUM: $ 143M
FLORIAN FINANCIAL GROUP LLC
CRD#: 123869
Address: 1825 Maple Road Suite 240, Williamsville, NY 14221
Clients: 205
Average Clients per Advisor: 205
AUM: $ 125M
How We Chose the Top Financial Advisors in Williamsville, New York
To create this list of top financial advisor firms in Williamsville, 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 Williamsville has to offer.
Search Financial Advisors in Williamsville, New York
Lisa Ann Ciezki
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Elizabeth A Grabiec
Registered Affiliation(s):MORGAN STANLEY
Tahir Mahmood Jaffri
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Mark Charles Morlock
Registered Affiliation(s):LPL FINANCIAL LLC
Michael R Winter
Registered Affiliation(s):HSBC SECURITIES (USA) INC.
Michele Marie Mundie
Registered Affiliation(s):MORGAN STANLEY
Alicia Eileen Birch
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Matthew John Gorton
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Kevin Klein
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Robert Scott Peters
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Thomas Dugan
Registered Affiliation(s):LINCOLN INVESTMENT
Anthony William Leo
Registered Affiliation(s):LPL FINANCIAL LLC
Christopher Curtis Kempton
Registered Affiliation(s):GLOBAL RETIREMENT PARTNERS LLC
Yvonne Renee Smith
Registered Affiliation(s):KESTRA ADVISORY SERVICES, LLC
James Fitzgerald Winnert
Registered Affiliation(s):LPL FINANCIAL LLC
Shawn Patrick Mclaughlin
Registered Affiliation(s):CADARET, GRANT & CO., INC.
Donna Lynn Kozuch
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jennifer L York-whitbeck
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Richard Jeffrey Jerome
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Nicholas Sousanidis
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Suzanne M Novelli
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
Daniel Lee Halle
Registered Affiliation(s):KESTRA ADVISORY SERVICES, LLC
Geoffrey Michael Mcdermid
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Anne Marie Pasker
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, 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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