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Financial advisory firms
in Buffalo, NY.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

23 financial advisors19 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

19 advisory firmsCompare public facts. Verify experience directly.
23 financial advisors19 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

CAPITAL INSIGHTS GROUP OF WNY, LLC.CRD 282909

Advisory firm

Filed advisory firm office: Buffalo, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Educational seminars/workshopsFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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COLLINS ADVISORS, LLCCRD 129270

Advisory firm

Filed advisory firm office: Buffalo, NY

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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COURIER CAPITAL, LLCCRD 282485

Advisory firm

Filed advisory firm office: Buffalo, NY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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EMERGE CAPITAL MANAGEMENTCRD 284581

Advisory firm

Filed advisory firm office: Buffalo, NY

Filed firm type: Registered

Corporations or other businessesInvestment companiesEducational seminars/workshopsOther: DISTRIBUTION SERVICES FOR OTHER RIAS
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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EUDAIMONIA WEALTHCRD 305431

Advisory firm

Filed advisory firm office: Buffalo, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GRENDA GROUPCRD 170241

Advisory firm

Filed advisory firm office: Buffalo, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pooled investment vehicles (other than ICs)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HUDSON ADVISOR SERVICES, INC.CRD 107769

Advisory firm

Filed advisory firm office: Buffalo, NY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HUDSON CAPITAL ADVISORY, INC.CRD 304163

Advisory firm

Filed advisory firm office: Buffalo, NY

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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LAWLEY RETIREMENT ADVISORSCRD 282786

Advisory firm

Filed advisory firm office: Buffalo, NY

Filed firm type: Registered

Pension and profit sharing plansOther: RETIREMENT PLAN SERVICESPension consulting services
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MILLER, GESKO & COMPANY INC.CRD 109671

Advisory firm

Filed advisory firm office: Buffalo, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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NORTH WOODS WEALTH MANAGEMENTCRD 226575

Advisory firm

Filed advisory firm office: Buffalo, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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NOTE ADVISORS, LLCCRD 171466

Advisory firm

Filed advisory firm office: Buffalo, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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PARAMOUNT WEALTH ADVISORSCRD 312399

Advisory firm

Filed advisory firm office: Buffalo, NY

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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RAND CAPITAL MANAGEMENTCRD 304504

Advisory firm

Filed advisory firm office: Buffalo, NY

Filed firm type: Registered

Business development companiesInvestment companiesPooled investment vehicles (other than ICs)Portfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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SANDERSON WEALTH MANAGEMENT, LLCCRD 118910

Advisory firm

Filed advisory firm office: Buffalo, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Insurance companiesPension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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SANDHILL INVESTMENT MANAGEMENTCRD 129800

Advisory firm

Filed advisory firm office: Buffalo, NY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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STERLING INVESTMENT COUNSEL, LLCCRD 282624

Advisory firm

Filed advisory firm office: Buffalo, NY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
TRUBEE WEALTH ADVISORS, INC.CRD 3618

Advisory firm

Filed advisory firm office: Buffalo, NY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
WESTERN NEW YORK FINANCIAL GROUP, LLCCRD 306083

Advisory firm

Filed advisory firm office: Buffalo, NY

Filed firm type: Registered

Banking or thrift institutionsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
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