Top Financial Advisors in Buffalo, New York

FinanceHQ’s team of experts conducted thorough research on financial advisors in Buffalo. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Buffalo range from $65M to $2B in AUM, and have an average of 29 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Last Updated: November 30, 2023
Courier capital advisor logo

Courier Capital

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About Courier Capital

Buffalo, NYInvestment Advisor Firm
Assets Managed: $1,898,011,510Total Number of Advisors: 12In Business Since: 1967

Courier Capital, founded in 1967 and based in Buffalo, is a prominent independent investment advisory firm specializing in retirement planning, investment management, and investment planning. With a history of over five decades, their services include custom investment management, comprehensive investment consulting, and independent advice for 401(k) and retirement plans. As one of Western New York's largest registered investment advisory (RIA) and wealth management firms, Courier Capital serves a diverse range of clients, offering goal identification, customized planning, ongoing monitoring, and comprehensive reporting.

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Sanderson Wealth Management

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About Sanderson Wealth Management

Buffalo, NYInvestment Advisor Firm
Assets Managed: $898,736,639Total Number of Advisors: 11In Business Since: 2001

Sanderson Wealth Management is a privately owned fiduciary wealth management firm founded in 2001 by John Sanderson. Based in Buffalo, they specialize in financial planning, estate and generational wealth planning, business succession planning, tax consulting, and philanthropy. With over 20 years of experience, they have built a strong client base of high-net-worth individuals and families, managing over $1 billion in assets for 220 families.

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Sterling Investment Counsel

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About Sterling Investment Counsel

Buffalo, NYInvestment Advisor Firm
Assets Managed: $543,606,529Total Number of Advisors: 8In Business Since: 2016

Sterling Investment Counsel is an independent SEC-registered investment adviser (RIA) founded in 2016 and headquartered in Buffalo. They specialize in investment management, stocks, bonds, and mutual funds. With over 90 years of combined experience, their team designs customized portfolios to align with each client's investment goals, placing strategic asset allocation and diversification at the forefront to mitigate risk and achieve long-term wealth growth.

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Hudson Advisor Services

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About Hudson Advisor Services

Buffalo, NYInvestment Advisor Firm
Assets Managed: $225,732,356Total Number of Advisors: 5In Business Since: 1994

Hudson Advisor Services is one of the best financial advisor companies in Buffalo because of their growth-oriented and conservative investment approach. Founded in 1994 and headquartered in Buffalo, they specialize in portfolio management, private wealth management, and financial planning, catering to individuals, families, trusts, and institutions. Hudson Advisor Services prioritizes diversification and long-term perspectives to protect clients from market volatility while seeking robust returns.

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Note Advisors

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About Note Advisors

Buffalo, NYInvestment Advisor Firm
Assets Managed: $198,948,452Total Number of Advisors: 6

One of the top advisors in Buffalo, Note Advisors is a wealth planning firm headquartered in the city that prioritizes understanding their clients' personal lives and aspirations. They specialize in wealth coaching and financial planning, helping individuals align their financial plans with their personal goals, and providing a unique blend of financial expertise and wealth coaching to promote overall well-being. As fiduciaries, they uphold high ethical standards and aim to help clients live their dreams, alleviate fears, and make a lasting impact.

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Miller gesko wealth logo

Miller Gesko Wealth Management

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About Miller Gesko Wealth Management

Buffalo, NYInvestment Advisor Firm
Assets Managed: $141,382,503Total Number of Advisors: 3In Business Since: 1969

Miller Gesko Wealth Management, founded in 1969, is a trusted financial advisor headquartered in Buffalo. They specialize in insurance planning, financial planning, estate planning, and investment portfolio management. They prioritize building meaningful client relationships and offer personalized services tailored to clients' unique financial journeys.

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Winthrop Partners

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About Winthrop Partners

Buffalo, NYInvestment Advisor Firm
Assets Managed: $133,137,382Total Number of Advisors: 4In Business Since: 2015

Winthrop Partners is a fee-only financial advisor company founded in 2015 and headquartered in Buffalo. They specialize in financial planning, retirement planning, and investment management, offering personalized service and emphasizing open communication with their experienced team of financial planners.

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Collins Advisors

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About Collins Advisors

Buffalo, NYInvestment Advisor Firm
Assets Managed: $126,647,545Total Number of Advisors: 3In Business Since: 2003

If you need a boutique advisor service, Collins Advisors serves people in Buffalo and specializes in estate planning, risk management, insurance planning, tax efficiency, and retirement planning. A full-service registered investment advisory (RIA) firm founded in 2003 and headquartered in Buffalo, they bring a personalized approach to wealth management, prioritizing client interests while maintaining strict confidentiality. Collins Advisors aims to help clients build and preserve wealth for generations.

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Western New York Financial Group

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About Western New York Financial Group

Buffalo, NYInvestment Advisor Firm
Assets Managed: $65,347,706Total Number of Advisors: 2

We chose Western New York Financial Group as a top advisor in Buffalo because they specialize in wealth management, financial planning, portfolio management, asset management, retirement planning, and estate planning. Led by experienced financial advisor Mark Narby, the firm prioritizes personalized service and tailors strategies to enhance clients' current lifestyles while securing a prosperous retirement. They offer a meticulous process, from comprehensive financial assessments to frequent client meetings, emphasizing transparency and client well-being.

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Frequently Asked Questions

Is it necessary to have a certain income level to hire a financial advisor in Buffalo?

No, there is no specific income requirement to hire a financial advisor in Buffalo. Financial advisors cater to individuals across various income levels, offering personalized guidance to help plan for a secure financial future. Whether you're just starting out or have a substantial income, a financial advisor can tailor their services to meet your unique needs and goals.

Can Buffalo-based financial advisors assist with college savings planning for New York residents?

Buffalo-based financial advisors can assist New York residents with college savings planning. Their expertise extends to navigating state-specific savings plans, understanding tax implications, and tailoring strategies to meet individual goals. Whether in Buffalo or elsewhere in New York, these advisors are well-equipped to guide you through the intricacies of planning for your child's education.

What are the common investment opportunities in Buffalo recommended by financial advisors?

Financial advisors in Buffalo commonly recommend diverse investment opportunities, including real estate ventures in up-and-coming neighborhoods, well-established stocks from regional industries, and participation in local business initiatives. Their tailored advice often aligns with the city's economic landscape, emphasizing a balanced portfolio to maximize growth and mitigate risks for individuals planning their financial future. Explore these options with your advisor to create a strategic investment plan tailored to your goals and risk tolerance.

How can a Buffalo-based financial advisor help clients plan for retirement?

A Buffalo-based financial advisor can assist clients in crafting personalized retirement plans by evaluating current financial standings, setting realistic goals, and recommending investment strategies tailored to individual risk tolerances. These advisors leverage local market knowledge and cutting-edge tools to optimize retirement savings, offering comprehensive guidance on pension plans, 401(k)s, and other retirement vehicles, ultimately empowering clients to confidently navigate their financial future.

What is the role of Buffalo financial advisors in charitable giving planning?

Buffalo financial advisors play a crucial role in charitable giving planning by helping individuals align their philanthropic goals with their overall financial strategy. They assess clients' financial situations, identify tax-efficient giving strategies, and connect them with suitable charitable resources. By integrating philanthropy into comprehensive financial plans, advisors in Buffalo empower clients to make a positive impact while optimizing their financial well-being.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

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** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

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