Fiduciary advisors in Williamsville, NY

16 registered advisers

Williamsville is an affluent Buffalo suburb that serves as the wealth management center for western New York. Roughly 100% of registered fiduciary firms here are fee-only, totaling 16 practices. Compensation transparency data, AUM figures, and disclosure history for each firm are listed below.

AMAZZ INVESTMENT MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Williamsville, New YorkCRD #126545
Typical Fee--
AUM$88M
Minimum--
Clients134

BENTHAM WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Williamsville, New YorkCRD #332035
Typical Fee--
AUM$110M
Minimum--
Clients552

BUFFALO FIRST WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Williamsville, New YorkCRD #168937
Typical Fee--
AUM$92M
Minimum--
Clients722

CAMBRIDGE ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Williamsville, New YorkCRD #158928
Typical Fee--
AUM$43M
Minimum--
Clients247

COUNTRYSIDE FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Williamsville, New YorkCRD #337489
Typical Fee--
AUM$73M
Minimum--
Clients537

DOPKINS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Williamsville, New YorkCRD #124209
Typical Fee--
AUM$717M
Minimum--
Clients312

EMERGENT WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Williamsville, New YorkCRD #174845
Typical Fee--
AUM$249M
Minimum--
Clients963

FLORIAN FINANCIAL GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Williamsville, New YorkCRD #123869
Typical Fee--
AUM$151M
Minimum--
Clients701

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Williamsville, New YorkCRD #144733
Typical Fee--
AUM$1.2B
Minimum--
Clients6,427

MEMBERS ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Williamsville, New YorkCRD #153723
Typical Fee--
AUM$405M
Minimum--
Clients1,401

NEIMAN FUNDS MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Williamsville, New YorkCRD #151749
Typical Fee--
AUM$41M
Minimum--
Clients1

NORTHCAPE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Williamsville, New YorkCRD #312350
Typical Fee--
AUM$615M
Minimum--
Clients1,405

OGOREK WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Williamsville, New YorkCRD #105707
Typical Fee--
AUM$559M
Minimum--
Clients665

RABENOLD ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Williamsville, New YorkCRD #283882
Typical Fee--
AUM$32M
Minimum--
Clients69

SHIELD WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Williamsville, New YorkCRD #309538
Typical Fee--
AUM$68M
Minimum--
Clients307

WNY ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Williamsville, New YorkCRD #153872
Typical Fee--
AUM$1.5B
Minimum--
Clients6,673
Fiduciary Advisors in Williamsville, New York | FiduciaryListings