City
Wealth management firms in Amherst, New York
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Amherst, New York reported $852.0 million in regulatory assets under management; the largest by assets was McCollum Christoferson Group, LLC, with $415.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $852.0 million
- Average per firm
- $106.5 million
- SEC-registered, of those listed
- 5 of 8 (62.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | McCollum Christoferson Group, LLC | SEC | $415.8 million | 815 |
| 2 | Sovereign Asset Management | SEC | $176.0 million | 729 |
| 3 | Mollot & Hardy, Inc. | SEC | $80.6 million | 81 |
| 4 | Pathway Partners Wealth Advisors, LLC | SEC | $78.9 million | 635 |
| 5 | Argus Equity Partners, LLC | SEC | $58.7 million | 177 |
| 6 | Financial Planning Center | State | $19.4 million | 133 |
| 7 | Orchestral Financial Group Inc. | State | $14.1 million | 161 |
| 8 | Triple Play Planning, LLC | State | $8.4 million | 48 |
Wealth management firms in New York, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.