Investment advisers in Buffalo, NY
19 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Courier Capital, LLC | $3.59 billion | 26 | 0 |
| Sandhill Investment Management | $2.40 billion | 22 | 0 |
| Lawley Retirement Advisors | $2.13 billion | 12 | 0 |
| Sanderson Wealth Management, LLC | $1.43 billion | 19 | 0 |
| Sterling Investment Counsel, LLC | $1.03 billion | 9 | 0 |
| Trubee Wealth Advisors, Inc. | $911.5 million | 17 | 1 |
| Note Advisors, LLC | $437.0 million | 11 | 0 |
| Hudson Capital Advisory, Inc. | $327.7 million | 5 | 0 |
| Hudson Advisor Services, Inc. | $310.1 million | 6 | 0 |
| Miller, Gesko & Company Inc. | $183.1 million | 5 | 0 |
| Collins Advisors, LLC | $176.4 million | 3 | 0 |
| North Woods Wealth Management | $150.4 million | 2 | 0 |
| Rand Capital Management | $136.7 million | 10 | 0 |
| Western New York Financial Group, LLC | $84.1 million | 2 | 0 |
| Capital Insights Group of Wny, LLC. | $58.6 million | 3 | 0 |
| Paramount Wealth Advisors | $37.6 million | 3 | 0 |
| Eudaimonia Wealth | $35.8 million | 1 | 0 |
| Grenda Group | $34.7 million | 3 | 2 |
| Emerge Capital Management | $30.0 million | 5 | 0 |