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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 - December 1, 2024Buffalo 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 16 years of experience.
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List of Qualified Retirement Planning Advisors in Buffalo, New York
VERIFIEDNicholas 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
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDRichard 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Buffalo, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | COURIER CAPITAL, LLC 1114 Delaware Avenue, Buffalo, NY, 14209-1604 | $1,898,011,510 | 1496 | 23 | A Percentage of AUM, Fixed Fees |
| 2 | SANDHILL INVESTMENT MANAGEMENT 40 Fountain Plaza, Suite 1300 Buffalo, NY, 14202 | $1,822,486,701 | 3216 | 23 | A Percentage of AUM, Fixed Fees, Other (CLIENT OPTIONAL ADDITIONAL BONUS) |
| 3 | LAWLEY RETIREMENT ADVISORS 361 Delaware Avenue, Buffalo, NY, 14202 | $1,301,091,580 | 137 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | SANDERSON WEALTH MANAGEMENT, LLC 50 Fountain Plaza, Suite 750 Buffalo, NY, 14202 | $898,736,639 | 1652 | 17 | A Percentage of AUM |
| 5 | STERLING INVESTMENT COUNSEL, LLC 360 Delaware Avenue, Suite 400 Buffalo, NY, 14202 | $543,606,529 | 1821 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | TRUBEE WEALTH ADVISORS, INC. 600 Airborne Pkwy, Suite #120 Buffalo, NY, 14225 | $536,582,979 | 1100 | 18 | A Percentage of AUM, Fixed Fees |
| 7 | EMERGE CAPITAL MANAGEMENT 500 Pearl Street, Suite 740 Buffalo, NY, 14202 | $368,045,688 | 3305 | 8 | A Percentage of AUM, Fixed Fees |
| 8 | HUDSON ADVISOR SERVICES, INC. 237 Main Street, Suite 600 Buffalo, NY, 14203 | $225,732,356 | 574 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | NOTE ADVISORS, LLC 50 Lakefront Blvd, Suite 215, Buffalo, NY, 14202 | $198,948,452 | 921 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | MILLER, GESKO & COMPANY INC. 237 Main Street, Ste 600 Buffalo, NY, 14203 | $141,382,503 | 247 | 3 | A Percentage of AUM, Hourly charges |
| 11 | WINTHROP PARTNERS - WNY, LLC 295 Main Street, Suite 840 Buffalo, NY, 14203 | $133,137,382 | 274 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | COLLINS ADVISORS, LLC 610 Main Street, Suite 202 Buffalo, NY, 14202 | $126,647,545 | 827 | 4 | A Percentage of AUM |
| 13 | RAND CAPITAL MANAGEMENT 14 Lafayette Square, Suite 1405 Buffalo, NY, 14203 | $121,073,077 | 3 | 10 | A Percentage of AUM, Performance Based |
| 14 | MILESTONE WEALTH, LLC 50 Fountain Plaza 13th Floor, Buffalo, NY, 14202 | $95,069,757 | 171 | 1 | A Percentage of AUM |
| 15 | HUDSON CAPITAL ADVISORY, INC. 237 Main Street, Suite 600 Buffalo, NY, 14203 | $76,258,811 | 304 | 3 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.