AdvisorCensus / Financial advisors / New York / Buffalo, NY / Fidelity Investments
Financial advisors in Buffalo, NY using Fidelity Investments
15 SEC-registered investment advisory firms headquartered in the Buffalo, NY metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Buffalo First Wealth Management, LLC | Williamsville | SEC-registered investment adviser | $25 million to $100 million |
| Countryside Financial LLC | Williamsville | SEC-registered investment adviser | $25 million to $100 million |
| Garrison Murphy Wealth Management, LLC | Buffalo | 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 |
| Landmark Wealth Management | Getzville | SEC-registered investment adviser | $500 million to $1 billion |
| Lawley Retirement Advisors | Buffalo | SEC-registered investment adviser | $1 billion to $5 billion |
| Miller, Gesko & Company Inc. | Buffalo | SEC-registered investment adviser | $100 million to $500 million |
| Moldenhauer & Associates | Orchard Park | SEC-registered investment adviser | $500 million to $1 billion |
| Sanderson Wealth Management, LLC | Buffalo | SEC-registered investment adviser | $1 billion to $5 billion |
| Sgroi Wealth Advisory Group LLC | West Seneca | SEC-registered investment adviser | $1 billion to $5 billion |
| Sovereign Asset Management | Amherst | SEC-registered investment adviser | $100 million to $500 million |
| Sterling Investment Counsel, LLC | Buffalo | SEC-registered investment adviser | $1 billion to $5 billion |
| Western New York Financial Group, LLC | Buffalo | SEC-registered investment adviser | $25 million to $100 million |
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. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Buffalo, NY using Fidelity Investments. https://advisorcensus.com/advisors/ny/buffalo/custodians/fidelity https://advisorcensus.com/advisors/ny/buffalo/custodians/fidelity