🤫 Directory · consent-first

Near 14221. Williamsville.

24 financial advisors & firms and 0 insurance agents verified near Williamsville, NY — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 14221

Ogorek Wealth Management, LLC0 mi

RIA firm · Williamsville, NY 14221 · Registered investment adviser · $559M AUM

CRD 105707 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Florian Financial Group LLC0 mi

RIA firm · Williamsville, NY 14221 · Registered investment adviser · $215M AUM

CRD 123869 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Dopkins Wealth Management, LLC0 mi

RIA firm · Williamsville, NY 14221 · Registered investment adviser · $717M AUM

CRD 124209 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Russell J. D'alba0 mi

RIA firm · Williamsville, NY 14221 · Registered investment adviser

CRD 126347 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Amazz Investment Management, INC.0 mi

RIA firm · Williamsville, NY 14221 · Registered investment adviser · $78M AUM

CRD 126545 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

O'bannon & Davis INC.0 mi

RIA firm · Williamsville, NY 14221 · Registered investment adviser · $77M AUM

CRD 134005 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Independent Solutions Wealth Management, LLC0 mi

RIA firm · Williamsville, NY 14221 · Registered investment adviser · $1.5B AUM

CRD 144733 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Neiman Funds Management LLC0 mi

RIA firm · Williamsvillie, NY 14221 · Registered investment adviser · $41M AUM

CRD 151749 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Members Advisory Group, LLC0 mi

RIA firm · Williamsville, NY 14221 · Registered investment adviser · $443M AUM

CRD 153723 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Wny Asset Management, LLC0 mi

RIA firm · Williamsville, NY 14221 · Registered investment adviser · $1.7B AUM

CRD 153872 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Cambridge Advisors, LLC0 mi

RIA firm · Williamsville, NY 14221 · Registered investment adviser · $47M AUM

CRD 158928 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Buffalo First Wealth Management, LLC0 mi

RIA firm · Williamsville, NY 14221 · Registered investment adviser · $92M AUM

CRD 168937 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Timothy C. Minneci0 mi

RIA firm · Williamsville, NY 14221 · Registered investment adviser

CRD 169088 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Emergent Wealth Advisors, LLC0 mi

RIA firm · Williamsville, NY 14221 · Registered investment adviser · $249M AUM

CRD 174845 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ewm Advisory0 mi

RIA firm · Buffalo, NY 14221 · Registered investment adviser · $7M AUM

CRD 282616 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Rabenold Advisors, INC.0 mi

RIA firm · Williamsville, NY 14221 · Registered investment adviser · $36M AUM

CRD 283882 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Shield Wealth Advisors0 mi

RIA firm · Williamsville, NY 14221 · Registered investment adviser · $68M AUM

CRD 309538 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Northcape Wealth Management0 mi

RIA firm · Williamsville, NY 14221 · Registered investment adviser · $706M AUM

CRD 312350 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Bentham Wealth Advisors0 mi

RIA firm · Williamsville, NY 14221 · Registered investment adviser · $110M AUM

CRD 332035 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Countryside Financial LLC0 mi

RIA firm · Williamsville, NY 14221 · Registered investment adviser · $73M AUM

CRD 337489 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Landmark Wealth Management3.6 mi

RIA firm · Getzville, NY 14068 · Registered investment adviser · $680M AUM

CRD 109379 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Nottingham Advisors INC.3.9 mi

RIA firm · Amherst, NY 14226 · Registered investment adviser · $1.4B AUM

CRD 104928 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fahey Financial3.9 mi

RIA firm · Buffalo, NY 14226 · Registered investment adviser

CRD 147337 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Financial Planning Center3.9 mi

RIA firm · Amherst, NY 14226 · Registered investment adviser · $19M AUM

CRD 148660 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Verified advisors and insurance agents in the places closest to Williamsville, NY.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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🤫 Directory · consent-first

Near 14221. Williamsville.

24 financial advisors & firms and 0 insurance agents verified near Williamsville, NY — every one cited to the regulator, claimable and removable by the person named.

Find your person