Fiduciary advisors in Buffalo, NY

21 registered advisers

With 21 SEC-registered fiduciary firms, Buffalo has built a notable advisory presence for a New York city. Roughly 86% of registered fiduciary firms here are fee-only, totaling 18 practices.

CAPITAL INSIGHTS GROUP OF WNY, LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Buffalo, New YorkCRD #282909
Typical Fee--
AUM$43M
Minimum--
Clients324

COLLINS ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Buffalo, New YorkCRD #129270
Typical Fee--
AUM$159M
Minimum--
Clients260

COURIER CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Buffalo, New YorkCRD #282485
Typical Fee--
AUM$3.1B
Minimum--
Clients3,600

EMERGE CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Buffalo, New YorkCRD #284581
Typical Fee--
AUM$30M
Minimum--
Clients2

EUDAIMONIA WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Buffalo, New YorkCRD #305431
Typical Fee--
AUM$28M
Minimum--
Clients90

GRENDA GROUP

Also Compensated via Brokerage
Buffalo, New YorkCRD #170241
Typical Fee--
AUM$35M
Minimum--
Clients254

HUDSON ADVISOR SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Buffalo, New YorkCRD #107769
Typical Fee--
AUM$312M
Minimum--
Clients699

HUDSON CAPITAL ADVISORY, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Buffalo, New YorkCRD #304163
Typical Fee--
AUM$133M
Minimum--
Clients379

LAWLEY RETIREMENT ADVISORS

Clean RecordAlso Compensated via Brokerage
Buffalo, New YorkCRD #282786
Typical Fee--
AUM$2.0B
Minimum--
Clients163

MILLER, GESKO & COMPANY INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Buffalo, New YorkCRD #109671
Typical Fee--
AUM$170M
Minimum--
Clients244

NORTH WOODS WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Buffalo, New YorkCRD #226575
Typical Fee--
AUM$75M
Minimum--
Clients435

NOTE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Buffalo, New YorkCRD #171466
Typical Fee--
AUM$382M
Minimum--
Clients1,010

RAND CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Buffalo, New YorkCRD #304504
Typical Fee--
AUM$154M
Minimum--
Clients3

SANDERSON WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Buffalo, New YorkCRD #118910
Typical Fee--
AUM$1.2B
Minimum--
Clients1,823

SANDHILL INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Buffalo, New YorkCRD #129800
Typical Fee--
AUM$2.2B
Minimum--
Clients3,326

STERLING INVESTMENT COUNSEL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Buffalo, New YorkCRD #282624
Typical Fee--
AUM$819M
Minimum--
Clients2,038

TRUBEE WEALTH ADVISORS, INC.

Also Compensated via Brokerage
Buffalo, New YorkCRD #3618
Typical Fee--
AUM$724M
Minimum--
Clients1,265

WESTERN NEW YORK FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Buffalo, New YorkCRD #306083
Typical Fee--
AUM$81M
Minimum--
Clients183

WINTHROP PARTNERS - EPA, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Buffalo, New YorkCRD #282098
Typical Fee--
AUM$60M
Minimum--
Clients127

WINTHROP PARTNERS - WNY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Buffalo, New YorkCRD #282100
Typical Fee--
AUM$168M
Minimum--
Clients284

WINTHROP PARTNERS - WPA , LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Buffalo, New YorkCRD #282102
Typical Fee--
AUM$36M
Minimum--
Clients92
Fiduciary Advisors in Buffalo, New York | FiduciaryListings