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
Brett Koeppel
Registered Affiliation(s):EUDAIMONIA WEALTH
Michael Ferranti
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael Robert Marsh
Registered Affiliation(s):EDWARD JONES
Nicholas John Pellicore
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Joseph Makula
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Steven Kopf
Registered Affiliation(s):EDWARD JONES
Anthony Baldi
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Denise Montgomery Pacer
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Graziano Spagnolo
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jennifer Lynn Krieger Radziwon
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Steven Mark Elwell
Registered Affiliation(s):LEVEL FINANCIAL ADVISORS, INC.
Kenneth Earl Fisher
Registered Affiliation(s):EDWARD JONES
Julius Attila Tamasy
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Sonja Jean Jensen-schell
Registered Affiliation(s):EDWARD JONES
Jennifer Woods Odonnell
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Mark Christopher Massaro
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Dante P Battaglia
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Brandon Michael Harrington
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Derek Lynn Bock
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Normand Richard Fluet
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Sean F Reynolds
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Eric J Scheffler
Registered Affiliation(s):EDWARD JONES
John Byron
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Guy W Porter
Registered Affiliation(s):EDWARD JONES
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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