NORTHCAPE WEALTH MANAGEMENT - Financial Advisor in New York, Williamsville

Tel: (71) 632-6565 6565 Main Street Williamsville, New York 14221

About NORTHCAPE WEALTH MANAGEMENT

NORTHCAPE WEALTH MANAGEMENT is a Williamsville, New York based financial advisory firm with nearly $565,612,204 in assets under management and provides investment advisory services for 1379 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

312350

Firm SEC#:

801-120425

Assets Under Management:

$565,612,204

No. of Clients:

1379

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in New York?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in New York, Williamsville

FirmCRD#:153872

SEC#:801-71632

No. of Advisors:40

No. of Clients:6654

AUM:$1,297,442,303

FirmCRD#:144733

SEC#:801-69708

No. of Advisors:21

No. of Clients:5873

AUM:$953,830,582

FirmCRD#:124209

SEC#:801-61818

No. of Advisors:7

No. of Clients:741

AUM:$645,557,984

FirmCRD#:105707

SEC#:801-18446

No. of Advisors:7

No. of Clients:638

AUM:$525,271,810

FirmCRD#:153723

SEC#:801-77362

No. of Advisors:6

No. of Clients:1306

AUM:$349,303,034

FirmCRD#:174845

SEC#:801-106909

No. of Advisors:6

No. of Clients:901

AUM:$202,893,297

FirmCRD#:123869

SEC#:801-67944

No. of Advisors:5

No. of Clients:829

AUM:$149,578,434

FirmCRD#:332035

SEC#:801-130680

No. of Advisors:2

No. of Clients:547

AUM:$92,500,000

FirmCRD#:126545

SEC#:801-85194

No. of Advisors:1

No. of Clients:142

AUM:$87,448,238

FirmCRD#:168937

SEC#:801-120033

No. of Advisors:4

No. of Clients:448

AUM:$76,656,085

FirmCRD#:309538

SEC#:801-119094

No. of Advisors:3

No. of Clients:268

AUM:$60,730,929

FirmCRD#:158928

SEC#:801-114340

No. of Advisors:1

No. of Clients:276

AUM:$42,550,999

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

WNY ASSET MANAGEMENT, LLC

153872

801-71632

6654

$1,297,442,303

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

144733

801-69708

5873

$953,830,582

DOPKINS WEALTH MANAGEMENT, LLC

124209

801-61818

741

$645,557,984

OGOREK WEALTH MANAGEMENT, LLC

105707

801-18446

638

$525,271,810

MEMBERS ADVISORY GROUP, LLC

153723

801-77362

1306

$349,303,034

EMERGENT WEALTH ADVISORS, LLC

174845

801-106909

901

$202,893,297

FLORIAN FINANCIAL GROUP LLC

123869

801-67944

829

$149,578,434

BENTHAM WEALTH ADVISORS

332035

801-130680

547

$92,500,000

AMAZZ INVESTMENT MANAGEMENT, INC.

126545

801-85194

142

$87,448,238

BUFFALO FIRST WEALTH MANAGEMENT, LLC

168937

801-120033

448

$76,656,085

SHIELD WEALTH ADVISORS

309538

801-119094

268

$60,730,929

CAMBRIDGE ADVISORS, LLC

158928

801-114340

276

$42,550,999

Explore More Financial Advisor Firms in Williamsville, New York >>