City
Wealth management firms in Williamsville, New York
As of October 2, 2026, 18 wealth management firms, including broker-dealer firms, with their main office in Williamsville, New York reported $6.7 billion in regulatory assets under management; the largest by assets was WNY Asset Management, LLC, with $1.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 18
- Regulatory assets under management
- $6.7 billion
- Average per firm
- $374.3 million
- SEC-registered, of those listed
- 15 of 18 (83.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | WNY Asset Management, LLC | SEC | $1.7 billion | 3,256 |
| 2 | Independent Solutions Wealth Management, 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 | $1.5 billion | 7,198 |
| 3 | Dopkins Wealth Management, LLC | SEC | $717.0 million | 312 |
| 4 | Northcape Wealth Management | SEC | $706.1 million | 1,394 |
| 5 | Ogorek Wealth Management, LLC | SEC | $558.9 million | 665 |
| 6 | Members Advisory Group, LLC | SEC | $443.2 million | 1,439 |
| 7 | Emergent Wealth Advisors, LLC | SEC | $249.1 million | 963 |
| 8 | Florian Financial Group LLC | SEC | $215.0 million | 957 |
| 9 | Bentham Wealth Advisors | SEC | $110.1 million | 552 |
| 10 | Buffalo First Wealth Management, LLC | SEC | $91.7 million | 722 |
| 11 | Amazz Investment Management, Inc. | SEC | $78.3 million | 120 |
| 12 | O'Bannon & Davis Inc. | State | $77.2 million | 473 |
| 13 | Countryside Financial LLC | SEC | $73.2 million | 537 |
| 14 | Shield Wealth Advisors | SEC | $68.4 million | 307 |
| 15 | Cambridge Advisors, LLC | SEC | $46.5 million | 264 |
| 16 | Rabenold Advisors, Inc. | SEC | $35.6 million | 117 |
| 17 | Russell J. D'Alba 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. | State | $0 | 0 |
| 18 | Timothy C. Minneci 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. | 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.