Investment advisers in Williamsville, NY
15 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Wny Asset Management, LLC | $1.73 billion | 35 | 0 |
| Independent Solutions Wealth Management, LLC | $1.54 billion | 30 | 0 |
| Dopkins Wealth Management, LLC | $717.0 million | 6 | 0 |
| Northcape Wealth Management | $706.1 million | 6 | 0 |
| Ogorek Wealth Management, LLC | $558.9 million | 8 | 0 |
| Members Advisory Group, LLC | $443.2 million | 7 | 0 |
| Emergent Wealth Advisors, LLC | $249.1 million | 3 | 0 |
| Florian Financial Group LLC | $215.0 million | 8 | 0 |
| Bentham Wealth Advisors | $110.1 million | 2 | 0 |
| Buffalo First Wealth Management, LLC | $91.7 million | 4 | 0 |
| Amazz Investment Management, Inc. | $78.3 million | 1 | 0 |
| Countryside Financial LLC | $73.2 million | 3 | 0 |
| Shield Wealth Advisors | $68.4 million | 3 | 0 |
| Cambridge Advisors, LLC | $46.5 million | 1 | 0 |
| Rabenold Advisors, Inc. | $35.6 million | 4 | 0 |