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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 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 registration checks. 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 25, 2025Buffalo has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 21 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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 | 1114 Delaware Avenue, Buffalo, NY, 14209-1604 | $2,862,984,436 | 2222 | 23 | A percentage of AUM, Fixed fees |
| 2 | 40 Fountain Plaza, Suite 1300 Buffalo, NY, 14202 | $2,125,998,284 | 3261 | 26 | A percentage of AUM, Fixed fees, Other (CLIENT OPTIONAL ADDITIONAL BONUS) |
| 3 | 361 Delaware Avenue, Buffalo, NY, 14202 | $1,663,453,490 | 154 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 50 Fountain Plaza, Suite 750 Buffalo, NY, 14202 | $1,116,320,692 | 1692 | 19 | A percentage of AUM |
| 5 | 360 Delaware Avenue, Suite 400 Buffalo, NY, 14202 | $656,830,294 | 1939 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 600 Airborne Pkwy, Suite #120 Buffalo, NY, 14225 | $617,033,980 | 1149 | 17 | A percentage of AUM, Fixed fees |
| 7 | 50 Lakefront Blvd, Suite 215, Buffalo, NY, 14202 | $292,461,620 | 992 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 237 Main Street, Suite 600 Buffalo, NY, 14203 | $255,720,431 | 578 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 237 Main Street, Ste 600 Buffalo, NY, 14203 | $169,655,527 | 244 | 3 | A percentage of AUM, Hourly charges |
| 10 | 14 Lafayette Square, Suite 1405 Buffalo, NY, 14203 | $157,712,543 | 3 | 9 | A percentage of AUM, Other (PERFORMANCE, TRANSACTION CLOSING, MONITORING, BOARD FEES TO GP) |
| 11 | 295 Main Street, Suite 840 Buffalo, NY, 14203 | $148,104,026 | 277 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 610 Main Street, Suite 202 Buffalo, NY, 14202 | $141,589,000 | 285 | 3 | A percentage of AUM |
| 13 | 237 Main Street, Suite 600 Buffalo, NY, 14203 | $119,147,879 | 369 | 5 | A percentage of AUM, Hourly charges, Performance Based |
| 14 | 500 Pearl Street, Suite 740 Buffalo, NY, 14202 | $112,778,054 | 682 | 7 | A percentage of AUM, Fixed fees |
| 15 | 560 Delaware Avenue, Suite 102 Buffalo, NY, 14202 | $73,666,167 | 160 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Buffalo, New York
QualificationsFirm CRD# 282485
Assets Under Management $2,862,984,436
No. Of Clients2222
Clients Per Financial Advisor97
COURIER CAPITAL, LLC is a financial advisory firm situated in Buffalo, New York. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2222 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 129800
Assets Under Management $2,125,998,284
No. Of Clients3261
Clients Per Financial Advisor125
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 3261 clients. The team consists of 26 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 and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 282786
Assets Under Management $1,663,453,490
No. Of Clients154
Clients Per Financial Advisor19
LAWLEY RETIREMENT ADVISORS 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 154 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
- Pesnsion consulting services
- Other (RETIREMENT PLAN SERVICES)
QualificationsFirm CRD# 118910
Assets Under Management $1,116,320,692
No. Of Clients1692
Clients Per Financial Advisor89
SANDERSON WEALTH MANAGEMENT, LLC 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 1692 clients. The team consists of 19 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 282624
Assets Under Management $656,830,294
No. Of Clients1939
Clients Per Financial Advisor194
STERLING INVESTMENT COUNSEL, LLC is a financial advisory firm situated in Buffalo, New York. With a nearly $657M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1939 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 3618
Assets Under Management $617,033,980
No. Of Clients1149
Clients Per Financial Advisor68
TRUBEE WEALTH ADVISORS, INC. is a financial advisory firm situated in Buffalo, New York. With a nearly $617M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1149 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
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 171466
Assets Under Management $292,461,620
No. Of Clients992
Clients Per Financial Advisor124
NOTE ADVISORS, LLC is a financial advisory firm situated in Buffalo, New York. With a nearly $292M assets under management, the firm specializes in crafting personalized retirement planning solutions for 992 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 107769
Assets Under Management $255,720,431
No. Of Clients578
Clients Per Financial Advisor116
HUDSON ADVISOR SERVICES, INC. is a financial advisory firm situated in Buffalo, New York. With a nearly $256M assets under management, the firm specializes in crafting personalized retirement planning solutions for 578 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 109671
Assets Under Management $169,655,527
No. Of Clients244
Clients Per Financial Advisor81
MILLER, GESKO & COMPANY INC. is a financial advisory firm situated in Buffalo, New York. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 244 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 304504
Assets Under Management $157,712,543
No. Of Clients3
Clients Per Financial Advisor0
RAND CAPITAL MANAGEMENT is a financial advisory firm situated in Buffalo, New York. With a nearly $158M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
- Other (PERFORMANCE
- TRANSACTION CLOSING
- MONITORING
- BOARD FEES TO GP)
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 282100
Assets Under Management $148,104,026
No. Of Clients277
Clients Per Financial Advisor69
WINTHROP PARTNERS - WNY, LLC is a financial advisory firm situated in Buffalo, New York. With a nearly $148M assets under management, the firm specializes in crafting personalized retirement planning solutions for 277 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
QualificationsFirm CRD# 129270
Assets Under Management $141,589,000
No. Of Clients285
Clients Per Financial Advisor95
COLLINS ADVISORS, LLC is a financial advisory firm situated in Buffalo, New York. With a nearly $142M assets under management, the firm specializes in crafting personalized retirement planning solutions for 285 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 304163
Assets Under Management $119,147,879
No. Of Clients369
Clients Per Financial Advisor74
HUDSON CAPITAL ADVISORY, INC. is a financial advisory firm situated in Buffalo, New York. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 369 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
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 284581
Assets Under Management $112,778,054
No. Of Clients682
Clients Per Financial Advisor97
EMERGE CAPITAL MANAGEMENT is a financial advisory firm situated in Buffalo, New York. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 682 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
- Fixed fees
Financial Planning Services
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
- Other (DISTRIBUTION SERVICES FOR OTHER RIAS)
QualificationsFirm CRD# 306083
Assets Under Management $73,666,167
No. Of Clients160
Clients Per Financial Advisor80
WESTERN NEW YORK FINANCIAL GROUP, LLC is a financial advisory firm situated in Buffalo, New York. With a nearly $74M assets under management, the firm specializes in crafting personalized retirement planning solutions for 160 clients. The team consists of 2 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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