City
Wealth management firms in Buffalo, New York
As of October 2, 2026, 25 wealth management firms, including broker-dealer firms, with their main office in Buffalo, New York reported $11.3 billion in regulatory assets under management; the largest by assets was Courier Capital, LLC, with $3.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 25
- Regulatory assets under management
- $11.3 billion
- Average per firm
- $453.8 million
- SEC-registered, of those listed
- 16 of 25 (64.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Courier Capital, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $3.6 billion | 3,857 |
| 2 | Sandhill Investment Management | SEC | $2.4 billion | 3,391 |
| 3 | Sanderson Wealth Management, LLC | SEC | $1.4 billion | 1,755 |
| 4 | Sterling Investment Counsel, LLC | SEC | $1.0 billion | 2,253 |
| 5 | Trubee Wealth Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $911.5 million | 1,377 |
| 6 | Note Advisors, LLC | SEC | $437.0 million | 1,183 |
| 7 | Hudson Capital Advisory, Inc. | SEC | $327.7 million | 603 |
| 8 | Hudson Advisor Services, Inc. | SEC | $310.1 million | 585 |
| 9 | Miller, Gesko & Company Inc. | SEC | $183.1 million | 231 |
| 10 | Collins Advisors, LLC | SEC | $176.4 million | 582 |
| 11 | North Woods Wealth Management | SEC | $150.4 million | 679 |
| 12 | Western New York Financial Group, LLC | SEC | $84.1 million | 199 |
| 13 | Capital Insights Group of WNY, LLC. | SEC | $58.6 million | 363 |
| 14 | Paramount Wealth Advisors | SEC | $37.6 million | 86 |
| 15 | Ibis Capital Management, LLC | State | $36.6 million | 166 |
| 16 | Eudaimonia Wealth | SEC | $35.8 million | 116 |
| 17 | Grenda Group | SEC | $34.7 million | 254 |
| 18 | Under Par Planning LLC | State | $33.0 million | 193 |
| 19 | Delaware Avenue Advisors Inc. | State | $28.0 million | 85 |
| 20 | Abaya Wealth Management LLC | State | $23.0 million | 106 |
| 21 | Clarity Advisors | State | $8.5 million | 83 |
| 22 | Spaulding Greene Wealth Management, LLC | State | $7.1 million | 22 |
| 23 | Ewm Advisory | State | $6.6 million | 36 |
| 24 | Covenant Wealth | State | $0 | 0 |
| 25 | Fahey Financial | State | $0 | 0 |
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.