City
Independent RIAs in Williamsville, New York
As of October 2, 2026, 15 independent wealth management RIAs with their main office in Williamsville, New York reported $5.2 billion in regulatory assets under management; the largest by assets was WNY Asset Management, LLC, with $1.7 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 15
- Regulatory assets under management
- $5.2 billion
- Average per firm
- $346.7 million
- SEC-registered, of those listed
- 14 of 15 (93.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | WNY Asset Management, LLC | SEC | $1.7 billion | 3,256 |
| 2 | Dopkins Wealth Management, LLC | SEC | $717.0 million | 312 |
| 3 | Northcape Wealth Management | SEC | $706.1 million | 1,394 |
| 4 | Ogorek Wealth Management, LLC | SEC | $558.9 million | 665 |
| 5 | Members Advisory Group, LLC | SEC | $443.2 million | 1,439 |
| 6 | Emergent Wealth Advisors, LLC | SEC | $249.1 million | 963 |
| 7 | Florian Financial Group LLC | SEC | $215.0 million | 957 |
| 8 | Bentham Wealth Advisors | SEC | $110.1 million | 552 |
| 9 | Buffalo First Wealth Management, LLC | SEC | $91.7 million | 722 |
| 10 | Amazz Investment Management, Inc. | SEC | $78.3 million | 120 |
| 11 | O'Bannon & Davis Inc. | State | $77.2 million | 473 |
| 12 | Countryside Financial LLC | SEC | $73.2 million | 537 |
| 13 | Shield Wealth Advisors | SEC | $68.4 million | 307 |
| 14 | Cambridge Advisors, LLC | SEC | $46.5 million | 264 |
| 15 | Rabenold Advisors, Inc. | SEC | $35.6 million | 117 |
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.