New York · 18 advisers
Financial Advisors in Williamsville, New York
Looking for a financial advisor in Williamsville, New York? Falists indexes 18 SEC-registered and state-registered investment advisers in Williamsville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 15 firms list a website you can visit directly. Firms in this directory manage up to $1.73B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
18
With website
15
Largest AUM
$1.73B
Financial planning
15
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Williamsville
Ranked by AUM · Fees, team & specialties at a glance
WNY ASSET MANAGEMENT, LLC
Williamsville, NY
AUM
$1.73B
Team
18 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
716-626-0060
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
Williamsville, NY
AUM
$1.54B
Team
26 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
716-568-8566
DOPKINS WEALTH MANAGEMENT, LLC
Williamsville, NY
AUM
$717.0M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
716-634-8800
NORTHCAPE WEALTH MANAGEMENT
Williamsville, NY
AUM
$706.1M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(71) 632-6565
OGOREK WEALTH MANAGEMENT, LLC
Williamsville, NY
AUM
$558.9M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
716-626-5000
MEMBERS ADVISORY GROUP, LLC
Williamsville, NY
AUM
$443.2M
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(716) 632-4066
EMERGENT WEALTH ADVISORS, LLC
Williamsville, NY
AUM
$249.1M
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
716-828-8390
FLORIAN FINANCIAL GROUP LLC
Williamsville, NY
AUM
$215.0M
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
716-810-9590
BENTHAM WEALTH ADVISORS
Williamsville, NY
AUM
$110.1M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(716) 580-1500
BUFFALO FIRST WEALTH MANAGEMENT, LLC
Williamsville, NY
AUM
$91.7M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
716-861-7371
O'BANNON & DAVIS INC.
Williamsville, NY
AUM
$77.2M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
716-856-7555
COUNTRYSIDE FINANCIAL LLC
Williamsville, NY
AUM
$73.2M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
716-256-1330
SHIELD WEALTH ADVISORS
Williamsville, NY
AUM
$68.4M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
833-457-1040
CAMBRIDGE ADVISORS, LLC
Williamsville, NY
AUM
$46.5M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
716-932-7270
RABENOLD ADVISORS, INC.
Williamsville, NY
AUM
$35.6M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · NEGOTIATED FINANCIAL PLANNING FEE +1 more
716-568-8790
AMAZZ INVESTMENT MANAGEMENT, INC.
Williamsville, NY
AUM
$78.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
716-839-5252
RUSSELL J. D'ALBA
Williamsville, NY
AUM
—
Team
1 advisors
Clients
11-25
Fees
% OF NET ACCOUNT VALUE (ALWAYS LESS THAN 1/2%)
716-626-1200
TIMOTHY C. MINNECI
Williamsville, NY
AUM
—
Team
1 advisors
Clients
11-25
Fees
Hourly charges · Fixed fees +1 more
716-626-1200
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Common questions
- How many financial advisors are in Williamsville, New York?
- 18 registered investment advisers are listed in our Williamsville directory, sourced from public SEC filings.
- What types of advisors are in Williamsville?
- 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 Williamsville?
- 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.