Firms by city
Registered investment advisers in Williamsville, NY
9 SEC-registered advisers headquartered in Williamsville, listed by regulatory assets under management as reported on Form ADV.
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9 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| WNY Asset Management | Williamsville, NY | $1.73B |
| Independent Solutions Wealth Management | Williamsville, NY | $1.54B |
| Dopkins Wealth Management | Williamsville, NY | $717M |
| Northcape Wealth Management | Williamsville, NY | $706M |
| Ogorek Wealth Management | Williamsville, NY | $559M |
| Members Advisory Group | Williamsville, NY | $443M |
| Emergent Wealth Advisors | Williamsville, NY | $249M |
| Florian Financial Group | Williamsville, NY | $215M |
| Bentham Wealth Advisors | Williamsville, NY | $110M |
- Headquarters
- Williamsville, NY
- Regulatory AUM
- $1.73B
- Headquarters
- Williamsville, NY
- Regulatory AUM
- $1.54B
- Headquarters
- Williamsville, NY
- Regulatory AUM
- $717M
- Headquarters
- Williamsville, NY
- Regulatory AUM
- $706M
- Headquarters
- Williamsville, NY
- Regulatory AUM
- $559M
- Headquarters
- Williamsville, NY
- Regulatory AUM
- $443M
- Headquarters
- Williamsville, NY
- Regulatory AUM
- $249M
- Headquarters
- Williamsville, NY
- Regulatory AUM
- $215M
- Headquarters
- Williamsville, NY
- Regulatory AUM
- $110M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Williamsville on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in New York.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.