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Best financial advisors in Buffalo, NY

Registered advisers within 25 miles of Buffalo, NY.

Offices
497
Firms
150
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
3.10M
3,098,776 clients when Item 5C has a number
Avg / client
$4.44M
Combined AUM ÷ clients

Nearby offices

Firms

KOSTRZEWSKI, MARK BENEDICT
PRIVATE ADVISOR GROUP, LLC
STERLING INVESTMENT COUNSEL, LLC
LPL FINANCIAL LLC
SB ADVISORY, LLC
UNITED CAPITAL FINANCIAL ADVISORS
LAWLEY RETIREMENT ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
IBIS CAPITAL MANAGEMENT, LLC
RAYMOND JAMES & ASSOCIATES, INC.
UBS FINANCIAL SERVICES INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PROSPERA FINANCIAL SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
WESTERN NEW YORK FINANCIAL GROUP, LLC
EMERGE CAPITAL MANAGEMENT
PARK AVENUE SECURITIES LLC

Investors

MARK BENEDICT KOSTRZEWSKI
MATTHEW CHARLES COLLARD
WINTHROP LAWRENCE BUCK
MICHAEL JOSEPH PRATT
Charles A. Noonan
JOHN LAWRENCE LANGER
CHRISTOPHER MICHAEL MARKS
CHELSEA LYNN BLASCH
PHILLIP KENNETH VANCE
CYNTHIA EILEEN VANCE
SHAWN PATRICK CONNOLLY
CHLOE BENZIN
Michael Christopher Workley
THOMAS R BENDER
BRIAN JOSEPH JENSEN
MAURICE LAWRENCE NAYLON
PETER J GROGAN
Adam M Clouden
Andrew Joseph Pascarella
Mary K Setter
Matthew J Siva
James Patrick Rehak
TODD MICHAEL TEVENS
Benard Verrico
Anthony R Cirocco
JARED MICHAEL SMITH
James Robert Orzech
Michael Jonathan Skrzypczyk
Matthew James Francis
Michael John Emser
Kristina A Trybus
JONATHAN E PLAIL
Carolyn Ann Daigler
James Patrick O'Neill
Thomas John Domin
Lacey Ann Dale
Christopher William Campbell
Matthew Joseph Makowski
Garek Schultz
JAMES EMERY GENDRON
ANNE MARIE PASKER
SEAN F REYNOLDS
BENJAMIN JOHN NICHOLSON
JENNIFER L YORK-WHITBECK
LISA JANE WALSH
CARIN JEAN FREDERICK
SALLY A VENDITTI
Nora Bridget Sullivan
EUGENE O'NEILL
SEAN THOMAS HOWARD
CONNIE L HERR
DEREK J REINHOLD
WYATT R ARTHURS
ADAM M BURNS
Jeffrey Clayton Zaffino
Monica L Cuan
SALLY ANN ALLEN
KATHLEEN K KUMM
KARYN A DALLAS
JAY SCOTT BLAIR
CARL E NAGEL
JENNIFER LYNN DREWNIAK
ALICIA RENEE MALCOLM
KYLE MICHAEL KOZLOWSKI
JAMES ALLEN MILLER
WILLIAM WHITMAN MITTLEFEHLDT
Elena Messuro
Christopher Nolan Reimer
PAMELA ANN AGOSTINELLI
CHRISTOPHER FRANCIS MALOF
JENNIFER MARIE WALTER
KATLYN E GEDEON
JAMES GREGORY EGNATCHIK
MICHAEL VINCENT MESSINA
MICHAEL C CARRIG
CHARLES F KREINER JR.
JOHN DAVID REINHOLD
GLENN WYATT WYATT ARTHURS
CHRISTOPHER ROBERT SHARKEY
MICHAEL RICHARD KAZINSKI
KORY MICHAEL KAZINSKI
KYLE ALEXANDER KAZINSKI
DAVID ARTHUR BROWN
JEFFREY MICHAEL BUDZINSKI
NICHOLAS CHRISTOPHER BECKMAN
CLAIRE M MCNAMARA
DOUGLAS PAUL SOSNOWSKI
SARA MAGILL DAYTON
BRIAN KERN
TIMOTHY JAMES BUBAR
MICHE COLLEEN NEEDHAM
JONATHAN LEE ROLLER
Austin Michael Robare
MARK WILLIAM NARBY
MICHAEL ANTHONY AQUINO
STELLA L FEY
JOSEPH S AHMED
THOMAS S YOUNGMAN
DANIEL ALAN SCHLEIN
JONATHAN J BERUBE
STEPHEN THEDORE CONSTANTINE
GREGORY A AHRENS
EGON BENJAMIN MOLDENHAUER
Emily R Willis
NICHOLAS CHIERA
THOMAS NAPLES
Marion Elizabeth Gray Kelly
PETER T GODIOS
JAMES R FASHANO
SUZANNE M NOVELLI
ROBERT J POWALSKI
DEREK JAMES MALIS
HEATHER Rose SCHULTZ
Chase Czachorowski

Within 25 miles of Buffalo, NY, Best Investors lists 150 registered investment advisory firms with 497 offices nearby, managing about $13.8T in combined regulatory AUM across 3,098,776 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Buffalo

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM