AdvisorCensus / Financial advisors / New York / Buffalo, NY / Branch offices
Advisory firms with an office in Buffalo, NY, headquartered elsewhere
32 investment advisory firms with a principal office outside the Buffalo, NY metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| B. Riley Wealth Advisors, Inc. | Buffalo, NY | Memphis, TN | SEC-registered investment adviser |
| Belpointe Asset Management LLC | Amherst, NY | Reno, NV | SEC-registered investment adviser |
| Blackridge Asset Management, LLC | Williamsville, NY | Jupiter, FL | SEC-registered investment adviser |
| Capital Analysts | Amherst, NY | Fort Washington, PA | SEC-registered investment adviser |
| Equitable Advisors, LLC | Williamsville, NY | New York, NY | SEC-registered investment adviser |
| ESI Financial Advisors | Amherst, NY | Montpelier, VT | SEC-registered investment adviser |
| Exodus Wealth, LLC | Williamsville, NY | Fort Lauderdale, FL | SEC-registered investment adviser |
| F L Putnam Investment Management Co. | Amherst, NY | Lynnfield, MA | SEC-registered investment adviser |
| Fischer Investment Group, Inc. | Williamsville, NY | Pittsford, NY | SEC-registered investment adviser |
| High Probability Advisors, LLC | Buffalo, NY | Pittsford, NY | SEC-registered investment adviser |
| Hightower Advisors, LLC | Buffalo, NY | Chicago, IL | SEC-registered investment adviser |
| HSBC Securities (USA) Inc. | Amherst, NY | New York, NY | SEC-registered investment adviser |
| Independent Financial Partners | Buffalo, NY | Tampa, FL | SEC-registered investment adviser |
| Key Investment Services LLC | Lockport, NY | Brooklyn, OH | SEC-registered investment adviser |
| Lasalle ST. Investment Advisors, L.L.C. | Clarence, NY | Elmhurst, IL | SEC-registered investment adviser |
| Lincoln Investment | Amherst, NY | Fort Washington, PA | SEC-registered investment adviser |
| MML Investors Services, LLC | Amherst, NY | Springfield, MA | SEC-registered investment adviser |
| Moors & Cabot, Inc | Lockport, NY | Boston, MA | SEC-registered investment adviser |
| Novem Group | Depew, NY | Rochester, NY | SEC-registered investment adviser |
| Osaic Wealth, Inc. | Amherst, NY | Scottsdale, AZ | SEC-registered investment adviser |
| Pinnacle Investments, LLC | Williamsville, NY | East Syracuse, NY | SEC-registered investment adviser |
| Private Advisor Group, LLC | Buffalo, NY | Morristown, NJ | SEC-registered investment adviser |
| Snowden Capital Advisors LLC | Amherst, NY | New York, NY | SEC-registered investment adviser |
| Steeprock Capital | Rochester, NY | Greenwich, CT | SEC-registered investment adviser |
| The Ameriflex Group | Amherst, NY | Las Vegas, NV | SEC-registered investment adviser |
| Tritonpoint Partners, LLC | Buffalo, NY | Chevy Chase, MD | SEC-registered investment adviser |
| United Capital Financial Advisors | Buffalo, NY | Irving, TX | SEC-registered investment adviser |
| Voya Financial Advisors, Inc. | Williamsville, NY | Windsor, CT | SEC-registered investment adviser |
| West Branch Capital LLC | Williamsville, NY | Amherst, MA | SEC-registered investment adviser |
| Wilmington Trust Investment Advisors, Inc. | Buffalo, NY | Wilmington, DE | SEC-registered investment adviser |
| Wilmington Trust Investment Management | Buffalo, NY | Wilmington, DE | SEC-registered investment adviser |
| Winnacle Wealth, LLC | Buffalo, NY | Waco, TX | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
This firm lists an office in Buffalo, NY on Form ADV, but its filing gives no principal office location, so where it is headquartered is not known. It is not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Wellth Advisory Services, LLC | Buffalo, NY | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Buffalo, NY, headquartered elsewhere. https://advisorcensus.com/advisors/ny/buffalo/branch-offices https://advisorcensus.com/advisors/ny/buffalo/branch-offices