Investment adviser firms in WILLIAMSVILLE, New York
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
15 firms · Source months shown: August 2026
- AMAZZ INVESTMENT MANAGEMENT, INC.CRD 126545 · WILLIAMSVILLE, NY$78,287,308.00Regulatory AUM · August 2026
- BENTHAM WEALTH ADVISORS INCCRD 332035 · WILLIAMSVILLE, NY$110,100,000.00Regulatory AUM · August 2026
- BUFFALO FIRST WEALTH MANAGEMENT, LLCCRD 168937 · WILLIAMSVILLE, NY$91,738,676.00Regulatory AUM · August 2026
- CAMBRIDGE ADVISORS, LLCCRD 158928 · WILLIAMSVILLE, NY$46,540,702.00Regulatory AUM · August 2026
- COUNTRYSIDE FINANCIAL LLCCRD 337489 · WILLIAMSVILLE, NY$73,236,814.00Regulatory AUM · August 2026
- DOPKINS WEALTH MANAGEMENT, LLCCRD 124209 · WILLIAMSVILLE, NY$717,043,710.00Regulatory AUM · August 2026
- EMERGENT WEALTH ADVISORS, LLCCRD 174845 · WILLIAMSVILLE, NY$249,075,065.00Regulatory AUM · August 2026
- FLORIAN FINANCIAL GROUP LLCCRD 123869 · WILLIAMSVILLE, NY$214,969,672.00Regulatory AUM · August 2026
- INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLCCRD 144733 · WILLIAMSVILLE, NY$1,537,251,382.00Regulatory AUM · August 2026
- MEMBERS ADVISORY GROUP, LLCCRD 153723 · WILLIAMSVILLE, NY$443,200,266.00Regulatory AUM · August 2026
- NORTHCAPE WEALTH MANAGEMENT, LLCCRD 312350 · WILLIAMSVILLE, NY$706,082,554.00Regulatory AUM · August 2026
- OGOREK WEALTH MANAGEMENT, LLCCRD 105707 · WILLIAMSVILLE, NY$558,900,541.00Regulatory AUM · August 2026
- RABENOLD ADVISORS, INC.CRD 283882 · WILLIAMSVILLE, NY$35,557,038.00Regulatory AUM · August 2026
- SHIELD WEALTH ADVISORS, LLC.CRD 309538 · WILLIAMSVILLE, NY$68,366,197.00Regulatory AUM · August 2026
- WNY ASSET MANAGEMENT, LLCCRD 153872 · WILLIAMSVILLE, NY$1,729,468,767.00Regulatory AUM · August 2026