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Find Retirement Advisors for Retirement Planning in Buffalo, New York

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Buffalo, New York

Last Updated - April 14, 2024

Buffalo has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 22 non-vetted advisors in your local area. These retirement advisors in Buffalo, New York have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Buffalo, New York

advisor-photo
vector.svg VERIFIED

Nicholas J Efthemis
CFP®, CRPS®
Emergent Wealth Advisors, LLC

Qualifications
CRD# 2821400
Firm CRD# 6363
Series 7, 65, 66

Minimum Assets Required
$100,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

advisor-photo
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Snowden Lane Partners
CFP®, CRPC®, CPFA

Qualifications
CRD# 2522503
Firm CRD# 157299
Series 7, 65, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

advisor-photo
vector.svg VERIFIED

Richard Dougherty
CFP®, AIF®
Echelon Wealth Advisors, LLC

Qualifications
CRD# 5271824
Firm CRD# 39543
Series 7, 66

Minimum Assets Required
$250,000

Advisory Services:

Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning.

Compensation/Fee

Fee-Based, Hourly, Commissions, Based on Assets

Top 15 Retirement Planning firms in Buffalo, New York (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
COURIER CAPITAL, LLC
1114 Delaware Avenue,
Buffalo, NY, 14209-1604
$1,898,011,510149623
A Percentage of AUM, Fixed Fees
2
SANDHILL INVESTMENT MANAGEMENT
40 Fountain Plaza, Suite 1300
Buffalo, NY, 14202
$1,822,486,701321623
A Percentage of AUM, Fixed Fees, Other (CLIENT OPTIONAL ADDITIONAL BONUS)
3
LAWLEY RETIREMENT ADVISORS
361 Delaware Avenue,
Buffalo, NY, 14202
$1,301,091,5801377
A Percentage of AUM, Hourly charges, Fixed Fees
4
SANDERSON WEALTH MANAGEMENT, LLC
50 Fountain Plaza, Suite 750
Buffalo, NY, 14202
$898,736,639165217
A Percentage of AUM
5
STERLING INVESTMENT COUNSEL, LLC
360 Delaware Avenue, Suite 400
Buffalo, NY, 14202
$543,606,52918219
A Percentage of AUM, Hourly charges, Fixed Fees
6
TRUBEE WEALTH ADVISORS, INC.
600 Airborne Pkwy, Suite #120
Buffalo, NY, 14225
$536,582,979110018
A Percentage of AUM, Fixed Fees
7
EMERGE CAPITAL MANAGEMENT
500 Pearl Street, Suite 740
Buffalo, NY, 14202
$368,045,68833058
A Percentage of AUM, Fixed Fees
8
HUDSON ADVISOR SERVICES, INC.
237 Main Street, Suite 600
Buffalo, NY, 14203
$225,732,3565745
A Percentage of AUM, Hourly charges, Fixed Fees
9
NOTE ADVISORS, LLC
50 Lakefront Blvd, Suite 215,
Buffalo, NY, 14202
$198,948,4529218
A Percentage of AUM, Hourly charges, Fixed Fees
10
MILLER, GESKO & COMPANY INC.
237 Main Street, Ste 600
Buffalo, NY, 14203
$141,382,5032473
A Percentage of AUM, Hourly charges
11
WINTHROP PARTNERS - WNY, LLC
295 Main Street, Suite 840
Buffalo, NY, 14203
$133,137,3822744
A Percentage of AUM, Hourly charges, Fixed Fees
12
COLLINS ADVISORS, LLC
610 Main Street, Suite 202
Buffalo, NY, 14202
$126,647,5458274
A Percentage of AUM
13
RAND CAPITAL MANAGEMENT
14 Lafayette Square, Suite 1405
Buffalo, NY, 14203
$121,073,077310
A Percentage of AUM, Performance Based
14
MILESTONE WEALTH, LLC
50 Fountain Plaza 13th Floor,
Buffalo, NY, 14202
$95,069,7571711
A Percentage of AUM
15
HUDSON CAPITAL ADVISORY, INC.
237 Main Street, Suite 600
Buffalo, NY, 14203
$76,258,8113043
A Percentage of AUM, Hourly charges, Performance Based

Information on Top Retirement Planning firms in Buffalo, New York

QualificationsFirm CRD# 282485

Assets Under Management $1,898,011,510

No. Of Clients1496

Clients Per Financial Advisor65

COURIER CAPITAL, LLC is a financial advisory firm situated in Buffalo, New York. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1496 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 129800

Assets Under Management $1,822,486,701

No. Of Clients3216

Clients Per Financial Advisor140

SANDHILL INVESTMENT MANAGEMENT is a financial advisory firm situated in Buffalo, New York. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3216 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (CLIENT OPTIONAL ADDITIONAL BONUS)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
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QualificationsFirm CRD# 282786

Assets Under Management $1,301,091,580

No. Of Clients137

Clients Per Financial Advisor20

LAWLEY RETIREMENT ADVISORS is a financial advisory firm situated in Buffalo, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 137 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 118910

Assets Under Management $898,736,639

No. Of Clients1652

Clients Per Financial Advisor97

SANDERSON WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Buffalo, New York. With a nearly $899M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1652 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 282624

Assets Under Management $543,606,529

No. Of Clients1821

Clients Per Financial Advisor202

STERLING INVESTMENT COUNSEL, LLC is a financial advisory firm situated in Buffalo, New York. With a nearly $544M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1821 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 3618

Assets Under Management $536,582,979

No. Of Clients1100

Clients Per Financial Advisor61

TRUBEE WEALTH ADVISORS, INC. is a financial advisory firm situated in Buffalo, New York. With a nearly $537M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1100 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 284581

Assets Under Management $368,045,688

No. Of Clients3305

Clients Per Financial Advisor413

EMERGE CAPITAL MANAGEMENT is a financial advisory firm situated in Buffalo, New York. With a nearly $368M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3305 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 107769

Assets Under Management $225,732,356

No. Of Clients574

Clients Per Financial Advisor115

HUDSON ADVISOR SERVICES, INC. is a financial advisory firm situated in Buffalo, New York. With a nearly $226M assets under management, the firm specializes in crafting personalized retirement planning solutions for 574 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 171466

Assets Under Management $198,948,452

No. Of Clients921

Clients Per Financial Advisor115

NOTE ADVISORS, LLC is a financial advisory firm situated in Buffalo, New York. With a nearly $199M assets under management, the firm specializes in crafting personalized retirement planning solutions for 921 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 109671

Assets Under Management $141,382,503

No. Of Clients247

Clients Per Financial Advisor82

MILLER, GESKO & COMPANY INC. is a financial advisory firm situated in Buffalo, New York. With a nearly $141M assets under management, the firm specializes in crafting personalized retirement planning solutions for 247 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 282100

Assets Under Management $133,137,382

No. Of Clients274

Clients Per Financial Advisor69

WINTHROP PARTNERS - WNY, LLC is a financial advisory firm situated in Buffalo, New York. With a nearly $133M assets under management, the firm specializes in crafting personalized retirement planning solutions for 274 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 129270

Assets Under Management $126,647,545

No. Of Clients827

Clients Per Financial Advisor207

COLLINS ADVISORS, LLC is a financial advisory firm situated in Buffalo, New York. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 827 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 304504

Assets Under Management $121,073,077

No. Of Clients3

Clients Per Financial Advisor0

RAND CAPITAL MANAGEMENT is a financial advisory firm situated in Buffalo, New York. With a nearly $121M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 166717

Assets Under Management $95,069,757

No. Of Clients171

Clients Per Financial Advisor171

MILESTONE WEALTH, LLC is a financial advisory firm situated in Buffalo, New York. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 171 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 304163

Assets Under Management $76,258,811

No. Of Clients304

Clients Per Financial Advisor101

HUDSON CAPITAL ADVISORY, INC. is a financial advisory firm situated in Buffalo, New York. With a nearly $76M assets under management, the firm specializes in crafting personalized retirement planning solutions for 304 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

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