AdvisorCensus / Financial advisors / New York / Buffalo, NY / Charles Schwab
Financial advisors in Buffalo, NY using Charles Schwab
31 SEC-registered investment advisory firms headquartered in the Buffalo, NY metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Bentham Wealth Advisors | Williamsville | SEC-registered investment adviser | $100 million to $500 million |
| Cambridge Advisors, LLC | Williamsville | SEC-registered investment adviser | $25 million to $100 million |
| Capital Insights Group of WNY, LLC. | Buffalo | SEC-registered investment adviser | $25 million to $100 million |
| Courier Capital, LLC | Buffalo | SEC-registered investment adviser | $1 billion to $5 billion |
| Dopkins Wealth Management, LLC | Williamsville | SEC-registered investment adviser | $500 million to $1 billion |
| Emergent Wealth Advisors, LLC | Williamsville | SEC-registered investment adviser | $100 million to $500 million |
| Eudaimonia Wealth | Buffalo | SEC-registered investment adviser | $25 million to $100 million |
| Farrell Financial | Orchard Park | SEC-registered investment adviser | $100 million to $500 million |
| Florian Financial Group LLC | Williamsville | SEC-registered investment adviser | $100 million to $500 million |
| Hudson Advisor Services, Inc. | Buffalo | SEC-registered investment adviser | $100 million to $500 million |
| Hudson Capital Advisory, Inc. | Buffalo | SEC-registered investment adviser | $100 million to $500 million |
| Independent Solutions Wealth Management, LLC | Williamsville | SEC-registered investment adviser | $1 billion to $5 billion |
| Level Financial Advisors, Inc. | East Amherst | SEC-registered investment adviser | $500 million to $1 billion |
| Lytle Investments | Grand Island | SEC-registered investment adviser | $25 million to $100 million |
| McCollum Christoferson Group, LLC | Amherst | SEC-registered investment adviser | $100 million to $500 million |
| Members Advisory Group, LLC | Williamsville | SEC-registered investment adviser | $100 million to $500 million |
| North Woods Wealth Management | Buffalo | SEC-registered investment adviser | $100 million to $500 million |
| Note Advisors, LLC | Buffalo | SEC-registered investment adviser | $100 million to $500 million |
| Ogorek Wealth Management, LLC | Williamsville | SEC-registered investment adviser | $500 million to $1 billion |
| Paramount Wealth Advisors | Buffalo | SEC-registered investment adviser | $25 million to $100 million |
| Pathway Partners Wealth Advisors, LLC | Amherst | SEC-registered investment adviser | $25 million to $100 million |
| PMC Wealth, LLC | Clarence | SEC-registered investment adviser | Under $25 million |
| Rabenold Advisors, Inc. | Williamsville | SEC-registered investment adviser | $25 million to $100 million |
| Sandhill Investment Management | Buffalo | SEC-registered investment adviser | $1 billion to $5 billion |
| Saperston Legacy Advisors, Inc. | Hamburg | SEC-registered investment adviser | $100 million to $500 million |
| Sgroi Wealth Advisory Group LLC | West Seneca | SEC-registered investment adviser | $1 billion to $5 billion |
| Shield Wealth Advisors | Williamsville | SEC-registered investment adviser | $25 million to $100 million |
| Silver Grove Advisory Services | Orchard Park | SEC-registered investment adviser | $100 million to $500 million |
| Waterford Advisors, LLC | Orchard Park | SEC-registered investment adviser | $100 million to $500 million |
| Western New York Financial Group, LLC | Buffalo | SEC-registered investment adviser | $25 million to $100 million |
| WNY Asset Management, LLC | Williamsville | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Buffalo, NY using Charles Schwab. https://advisorcensus.com/advisors/ny/buffalo/custodians/charles-schwab https://advisorcensus.com/advisors/ny/buffalo/custodians/charles-schwab