City
Independent RIAs in Buffalo, New York
As of October 2, 2026, 23 independent wealth management RIAs with their main office in Buffalo, New York reported $6.8 billion in regulatory assets under management; the largest by assets was Sandhill Investment Management, with $2.4 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 23
- Regulatory assets under management
- $6.8 billion
- Average per firm
- $297.7 million
- SEC-registered, of those listed
- 14 of 23 (60.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Sandhill Investment Management | SEC | $2.4 billion | 3,391 |
| 2 | Sanderson Wealth Management, LLC | SEC | $1.4 billion | 1,755 |
| 3 | Sterling Investment Counsel, LLC | SEC | $1.0 billion | 2,253 |
| 4 | Note Advisors, LLC | SEC | $437.0 million | 1,183 |
| 5 | Hudson Capital Advisory, Inc. | SEC | $327.7 million | 603 |
| 6 | Hudson Advisor Services, Inc. | SEC | $310.1 million | 585 |
| 7 | Miller, Gesko & Company Inc. | SEC | $183.1 million | 231 |
| 8 | Collins Advisors, LLC | SEC | $176.4 million | 582 |
| 9 | North Woods Wealth Management | SEC | $150.4 million | 679 |
| 10 | Western New York Financial Group, LLC | SEC | $84.1 million | 199 |
| 11 | Capital Insights Group of WNY, LLC. | SEC | $58.6 million | 363 |
| 12 | Paramount Wealth Advisors | SEC | $37.6 million | 86 |
| 13 | Ibis Capital Management, LLC | State | $36.6 million | 166 |
| 14 | Eudaimonia Wealth | SEC | $35.8 million | 116 |
| 15 | Grenda Group | SEC | $34.7 million | 254 |
| 16 | Under Par Planning LLC | State | $33.0 million | 193 |
| 17 | Delaware Avenue Advisors Inc. | State | $28.0 million | 85 |
| 18 | Abaya Wealth Management LLC | State | $23.0 million | 106 |
| 19 | Clarity Advisors | State | $8.5 million | 83 |
| 20 | Spaulding Greene Wealth Management, LLC | State | $7.1 million | 22 |
| 21 | Ewm Advisory | State | $6.6 million | 36 |
| 22 | Covenant Wealth | State | $0 | 0 |
| 23 | Fahey Financial | State | $0 | 0 |
Independent RIAs 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.