Top 10 financial advisor firms in Buffalo

10 SEC-registered financial advisor firms are headquartered in Buffalo, NY, with $10B in combined regulatory assets under management. The largest by assets are Courier Capital ($3.59B), Sandhill Capital Partners ($2.4B) and Sanderson Wealth Management ($1.43B).

10
Financial advisor firms: $10B
Their combined AUM: $382M
Median firm AUM: 7,462
Clients of the top 10

The 10 largest by assets

1
Courier Capital
RIA
$3.59B
Up to 1.50% a year
2
Sandhill Capital Partners
RIA
$2.4B
0.65% to 1.00% a year
3
Sanderson Wealth Management
RIA
$1.43B
0.20% to 1.00% a year
4
Sterling Investment Counsel
RIA
$1.03B
1.25% to 1.50% a year
5
Note Advisors
RIA
$437M
0.50% to 2.00% a year
6
Hudson Capital Advisory
RIA
$328M
Regulatory AUM
7
Hudson Advisor Services
RIA
$310M
Up to 1.00% a year
8
Miller Gesko & Co
RIA
$183M
0.50% to 1.00% a year
9
Collins Advisors
RIA
$176M
Up to 1.25% a year
10
North Woods Asset Management
RIA
$150M
0.50% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

Courier Capital

Courier Capital is an investment adviser based in Buffalo, NY, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $3.59 billion, as filed on 16 March 2026.

Courier Capital charges up to 1.50% a year for its Investment Management Services.

Regulatory AUM: $3.59B
Clients: 2,212
Advisory staff: 12
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 1114 Delaware Avenue, Buffalo, NY 14209-1604
Phone: 716-883-9595
Website: couriercapital.com

No. 2 · RIA

Sandhill Capital Partners

Sandhill Capital Partners is an investment adviser based in Buffalo, NY, registered with the SEC since 2004. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $2.4 billion, as filed on 31 March 2026.

Sandhill Capital Partners charges 0.65%–1.00% a year for its Standard discretionary fee schedule.

Regulatory AUM: $2.4B
Clients: 2,110
Advisory staff: 14
Founded: 2002
Fee schedule: 0.65% to 1.00% a year
Custodians: Pershing, Charles Schwab
Headquarters: 40 Fountain Plaza, Suite 1300, Buffalo, NY 14202
Phone: 716-852-0279
Website: sandhill-im.com

No. 3 · RIA

Sanderson Wealth Management

Sanderson Wealth Management is an investment adviser based in Buffalo, NY, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and insurance companies. Its regulatory assets under management total $1.43 billion, as filed on 31 March 2026.

Sanderson Wealth Management charges 0.20%–1.00% a year for its Investment management fee.

Regulatory AUM: $1.43B
Clients: 325
Advisory staff: 11
Founded: 2001
Fee schedule: 0.20% to 1.00% a year
Custodians: Fidelity
Headquarters: 50 Fountain Plaza, Suite 750, Buffalo, NY 14202
Phone: 716-566-2420
Website: sandersonllc.com

No. 4 · RIA

Sterling Investment Counsel

Sterling Investment Counsel is an investment adviser based in Buffalo, NY, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.03 billion, as filed on 26 August 2026.

Sterling Investment Counsel charges 1.25%–1.50% a year for its Asset-Based Fees for Portfolio Management.

Regulatory AUM: $1.03B
Clients: 888
Advisory staff: 8
Founded: 2016
Fee schedule: 1.25% to 1.50% a year
Custodians: Fidelity
Headquarters: 360 Delaware Avenue, Suite 400, Buffalo, NY 14202
Phone: 716-783-7054

No. 5 · RIA

Note Advisors

Note Advisors is an investment adviser based in Buffalo, NY, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $437 million, as filed on 30 March 2026.

Note Advisors charges 0.50%–2.00% a year for its Asset Management.

Regulatory AUM: $437M
Clients: 542
Advisory staff: 6
Founded: 2014
Fee schedule: 0.50% to 2.00% a year
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 50 Lakefront BLVD, Suite 215, Buffalo, NY 14202
Phone: 716-256-1682
Website: noteadvisor.com

No. 6 · RIA

Hudson Capital Advisory

Hudson Capital Advisory is an investment adviser based in Buffalo, NY, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $328 million, as filed on 26 March 2026.

Regulatory AUM: $328M
Clients: 244
Advisory staff: 3
Custodians: Fidelity, Charles Schwab
Headquarters: 237 Main Street, Suite 600, Buffalo, NY 14203
Phone: 716-277-2717
Website: hudsonadvisors.com

No. 7 · RIA

Hudson Advisor Services

Hudson Advisor Services is an investment adviser based in Buffalo, NY, registered with the SEC since 1997. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $310 million, as filed on 17 April 2026.

Hudson Advisor Services charges up to 1.00% a year for its Investment management services.

Regulatory AUM: $310M
Clients: 286
Advisory staff: 6
Founded: 1994
Fee schedule: Up to 1.00% a year
Minimum account: $1,000,000
Custodians: Fidelity, Charles Schwab
Headquarters: 237 Main Street, Suite 600, Buffalo, NY 14203
Phone: 716-803-6587
Website: hudsonadvisors.com

No. 8 · RIA

Miller Gesko & Co

Miller Gesko & Co is an investment adviser based in Buffalo, NY, registered with the SEC since 1986. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $183 million, as filed on 19 March 2026.

Miller Gesko & Co charges 0.50%–1.00% a year for its Investment Management Services.

Regulatory AUM: $183M
Clients: 80
Advisory staff: 5
Fee schedule: 0.50% to 1.00% a year
Custodians: Fidelity
Headquarters: 237 Main Street, Ste 600, Buffalo, NY 14203
Phone: 716-852-7628
Website: millergesko.com

No. 9 · RIA

Collins Advisors

Collins Advisors is an investment adviser based in Buffalo, NY, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $176 million, as filed on 7 May 2026.

Collins Advisors charges up to 1.25% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $176M
Clients: 581
Advisory staff: 1
Fee schedule: Up to 1.25% a year
Custodians: Raymond James
Headquarters: 610 Main Street, Suite 202, Buffalo, NY 14202
Phone: 716-833-6338
Website: mlcollins.com

No. 10 · RIA

North Woods Asset Management

North Woods Asset Management is an investment adviser based in Buffalo, NY, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $150 million, as filed on 14 March 2026.

North Woods Asset Management charges 0.50%–1.00% a year for its Asset Management.

Regulatory AUM: $150M
Clients: 194
Advisory staff: 2
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 977 Delaware Ave, Buffalo, NY 14209
Phone: 716-220-8497
Website: north-woods.com

Questions about financial advisors in Buffalo

How many financial advisor firms are headquartered in Buffalo?

10 SEC-registered financial advisor firms report their principal office in Buffalo, NY, managing $10B in regulatory assets between them. The other 3 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Buffalo?

Courier Capital, with $3.59B in regulatory assets under management on its latest Form ADV. The next largest are Sandhill Capital Partners ($2.4B) and Sanderson Wealth Management ($1.43B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Buffalo?

The median firm manages $382M in regulatory assets. That is the midpoint of the 10 firms headquartered in Buffalo.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Buffalo charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Buffalo?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Buffalo has 10 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Buffalo

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