Falists

New York · 33 advisers

Financial Advisors in Buffalo, New York

Looking for a financial advisor in Buffalo, New York? Falists indexes 33 SEC-registered and state-registered investment advisers in Buffalo — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 27 firms list a website you can visit directly. Firms in this directory manage up to $3.59B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

33

With website

27

Largest AUM

$3.59B

Financial planning

23

Filter by specialty

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

AllWealth26Planning23Trusts23Retirement15Institutional12

Top advisors in Buffalo

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

View all 33 →
View all 33 advisors in Buffalo

More cities in New York

New York (2,642)Brooklyn (62)Rochester (47)White Plains (43)Pittsford (31)Melville (30)Albany (26)Garden City (26)Rye Brook (20)Williamsville (18)New York City (17)Purchase (17)

Common questions

How many financial advisors are in Buffalo, New York?
33 registered investment advisers are listed in our Buffalo directory, sourced from public SEC filings.
What types of advisors are in Buffalo?
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 Buffalo?
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.