How many financial advisors are in Amherst, New York?

Falists lists 7 registered investment advisers with a principal office or filing address in Amherst, New York, based on public SEC IAPD data.

How do financial advisors in Amherst charge fees?

Fee structures vary by firm. In Amherst, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Amherst?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

New York · 7 advisers

Financial Advisors in Amherst, New York

Looking for a financial advisor in Amherst, New York? Falists indexes 7 SEC-registered and state-registered investment advisers in Amherst — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $1.43B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.43B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth7 Planning7 Trusts7 Retirement2 Institutional3

Top advisors in Amherst

Ranked by AUM · Fees, team & specialties at a glance

View all 7 →

NOTTINGHAM ADVISORS INC.

Amherst, NY

AUM

$1.43B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

9 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

716-633-3800

Full profile Visit site →

MCCOLLUM CHRISTOFERSON GROUP, LLC

Amherst, NY

AUM

$415.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

(716) 854-5400

Full profile Visit site →

MOLLOT & HARDY, INC.

Amherst, NY

AUM

$80.6M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM

716-691-7121

Full profile Visit site →

PATHWAY PARTNERS WEALTH ADVISORS, LLC

Amherst, NY

AUM

$78.9M

Financial PlanningWealth MgmtTrusts & Estates

Team

6 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

716-929-6010

Full profile Visit site →

FINANCIAL PLANNING CENTER

Amherst, NY

AUM

$19.4M

Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Hourly charges

716-240-4304

Full profile Visit site →

ORCHESTRAL FINANCIAL GROUP INC.

Amherst, NY

AUM

$14.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

716-691-4288

Full profile Visit site →

SOVEREIGN ASSET MANAGEMENT

Amherst, NY

AUM

$176.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

Fees

Percentage of AUM

(716) 768-1463

Full profileNo website

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Common questions

How many financial advisors are in Amherst, New York?: 7 registered investment advisers are listed in our Amherst directory, sourced from public SEC filings.
What types of advisors are in Amherst?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Amherst?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.