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Find Top Financial Advisors in Buffalo, New York

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Buffalo, New York
Last Updated - 13-May-2022

Buffalo has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 32 non-vetted advisors in your local area. These financial advisors in Buffalo , New York have an average of 21 years of experience.

NOTE: The list of financial advisors in Buffalo , New York mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Buffalo , New York .

Qualified Financial Advisors in Buffalo, New York
Financial Advisor Experience AUM Minimum Assets Fee Structure
Nicholas J Efthemis
CFP®, Chartered Retirement Plans Specialist (CRPS®)
EMERGENT WEALTH ADVISORS, LLC
5500 Main Street,
Williamsville, NY 14221
21 $75,000,000 $100,000 Fee-Only

Information on Qualified Financial Advisors in Buffalo

Qualifications CRD# 2821400
FirmCRD# 6363
Series 7, 65, 66

Compensation/Fee Fee-Only, Based on Assets, Flat Fee


Office Location 5500 Main Street,
Suite 260,
Williamsville,
NY
14221
Phone Number 716-828-8390

What do you most enjoy about your work? I most enjoy that the work I do has such a real and profound impact on our clients. I get to help people feel confident about their future and live fuller, less stressful lives. As a CERTIFIED FINANCIAL PLANNER" ( CFP®), Nick is a recognized leader in helping clients align their finances with their life goals through modern wealth management. His experience spans well over two decades and his expertise in retirement, investment and comprehensive planning solutions help ensure clients get the clarity, advice and support they need to make the most of their wealth. His deep expertise combined with a truly personable approach is what sets Nick apart from a typical financial advisor. Nick believes that money is an important tool, and that modern wealth management is about aligning your resources and behavior with your goals. He serves as a trusted advisor who understands, cares about and is committed to helping you achieve the goals, experiences and outcomes that matter most to you. Nick is an active member of the community and associates with the SPCA and Humane Society. When hes not serving clients or his community, Nick enjoys quality downtime with his family, as well as hiking, fishing, and local theater.

About Emergent Wealth Advisors, LLC

Over the years we have found that when people come to us they are looking for far more than financial planning and investment management. People call on us when they have questions and are looking for answers. They seek us out when they have complexity yet yearn for simplicity. And, perhaps most of all, people come to us to turn their uncertainty into the clarity they need to manage their financial life with confidence. Upon working with us, our clients feel informed and empowered, they have transformed their reluctance into results and they experience service that exceeds their expectations. We have three core beliefs that serve as the bedrock of our work: Lead with advice One size does not fit all Expertise matters Our client-focused, time-tested approach delivers customized and comprehensive wealth planning seamlessly integrated with expert investment management and a boutique style that harkens to the days when everything was hand-crafted. If you are looking for a more modern approach to wealth management, we invite you to learn more. If you are ready to start a conversation, let's talk.


Top Financial Advisor Firms in Buffalo, New York
Firm Name AUM No. of Clients Fee Structure
Trubee, Collins & Co., Inc.
1350 One M & T Plaza,
Buffalo, NY 14203
$598,534,126 977 A percentage of AUM
Fixed fees
Hudson Advisor Services, Inc.
237 Main Street , Suite 600,
Buffalo, NY 14203
$278,907,311 558 A percentage of AUM
Hourly charges
Fixed fees
Collins Advisors, Llc
610 Main Street , Suite 202,
Buffalo, NY 14202
$133,924,045 468 A percentage of AUM
Grenda Group
737 Delaware Ave , Suite 217,
Buffalo, NY 14209
$34,660,653 254 A percentage of AUM
Fixed fees
North Woods Asset Management Llc
1231 Delaware Avenue , Suite 201,
Buffalo, NY 14209
$49,178,456 397 A percentage of AUM
Winthrop Partners - Epa, Llc
295 Main Street , Suite 840,
Buffalo, NY 14203
$33,562,735 45 A percentage of AUM
Hourly charges
Fixed fees
Winthrop Partners - Wny, Llc
295 Main Street , Suite 840,
Buffalo, NY 14203
$152,151,060 259 A percentage of AUM
Hourly charges
Fixed fees
Western New York Financial Group, Llc
560 Delaware Avenue , Suite 102,
Buffalo, NY 14202
$72,691,522 255 A percentage of AUM
Hourly charges
Fixed fees
Winthrop Partners - Wpa , Llc
295 Main Street , Suite 840,
Buffalo, NY 14203
$82,138,654 39 A percentage of AUM
Hourly charges
Fixed fees
Courier Capital, Llc
1114 Delaware Avenue,
Buffalo, NY 14209-1604
$2,180,325,470 1444 A percentage of AUM
Fixed fees
Hudson Capital Advisory, Inc.
237 Main Street , Suite 600,
Buffalo, NY 14203
$80,036,976 210 A percentage of AUM
Hourly charges
Performance Based
Note Advisors, Llc
50 Lakefront Blvd, Suite 215,
Buffalo, NY 14202
$196,834,060 828 A percentage of AUM
Hourly charges
Fixed fees
Miller, Gesko & Company Inc.
237 Main Street , Ste 600,
Buffalo, NY 14203
$165,936,783 244 A percentage of AUM
Hourly charges
Sanderson Wealth Management, Llc
750 Key Tower , 50 Fountain Plaza,
Buffalo, NY 14202
$995,664,691 1228 A percentage of AUM
Sterling Investment Counsel, Llc
360 Delaware Avenue , Suite 400,
Buffalo, NY 14202
$606,146,994 1662 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Buffalo, New York*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Ann Marie Williams
    Inquire with Ann
    50 Fountain Plaza, Suite 400, Buffalo, NY  14202 716-849-4856
    Alexander Schimert
    Inquire with Alexander
    50 Fountain Plaza, Suite 400, Buffalo, NY  14202 716-849-4894
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    50 Fountain Plaza, Suite 400, Buffalo, NY  14202 716-849-4800
    The Mohney Kneeland Team
    Inquire with Mohney
    50 Fountain Plaza, Suite 800, Buffalo, NY  14202 716-849-4883
    Scott Saperston
    Inquire with Scott
    50 Fountain Plaza, Suite 400, Buffalo, NY  14202 716-849-2304
    J. Bradley Rauch
    Inquire with J.
    50 Fountain Plaza, Suite 400, Buffalo, NY  14202 716-849-2309
    Katherine M Mohney
    Inquire with Katherine
    50 Fountain Plaza, Suite 400, Buffalo, NY  14202 716-849-4883
    Kevin Malaney
    Inquire with Kevin
    50 Fountain Plaza, Suite 400, Buffalo, NY  14202 716-849-2361
    Jessica Roach
    Inquire with Jessica
    50 Fountain Plaza, Suite 400, Buffalo, NY  14202 716-631-4629
    Zachary Kneeland
    Inquire with Zachary
    50 Fountain Plaza, Suite 400, Buffalo, NY  14202 716-849-2322
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

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      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?