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Top RIA Firms in Buffalo, New York
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Buffalo, New York. This hub covers 19 matching firms with $13.7B in total reported AUM and median AUM of $186.2M.
Firms
19
Matching current profiles
Total AUM
$13.7B
Reported regulatory AUM
Median AUM
$186.2M
Across firms with AUM
Largest firm
$3.6B
Courier Capital, LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Courier Capital, LLC CRD 282485 · Limited Liability Company | BUFFALO, NY | $3.6B Mar 2026 | +$722.2M+25.2% | +$1.4B+64.4% | +$1.7B+87.8% | — | +12 employees+85.7% over 3Y | +2,413 accounts+167.1% over 3Y |
| 2. Sandhill Investment Management CRD 129800 · Limited Liability Company | BUFFALO, NY | $2.4B Mar 2026 | +$170.3M+7.6% | +$581.7M+31.9% | +$416.3M+20.9% | +$2.1B+765.0% | -1 employees-4.3% over 3Y | +175 accounts+5.4% over 3Y |
| 3. Lawley Retirement Advisors CRD 282786 · Limited Liability Company | BUFFALO, NY | $2.1B Mar 2026 | +$466.6M+28.1% | +$829.0M+63.7% | +$1.2B+136.1% | +$1.8B+547.5% | +7 employees+140.0% over 3Y | +41 accounts+29.9% over 3Y |
| 4. Sanderson Wealth Management, LLC CRD 118910 · Limited Liability Company | BUFFALO, NY | $1.4B Mar 2026 | +$230.0M+19.1% | +$532.5M+59.2% | +$573.1M+66.8% | +$991.0M+225.1% | +2 employees+11.8% over 3Y | +103 accounts+6.2% over 3Y |
| 5. Sterling Investment Counsel, LLC CRD 282624 · Limited Liability Company | BUFFALO, NY | $1.0B May 2026 | +$215.0M+26.2% | +$490.7M+90.3% | +$531.1M+105.6% | — | 0 employees+0.0% over 3Y | +432 accounts+23.7% over 3Y |
| 6. Trubee Wealth Advisors, INC. CRD 3618 · Corporation | BUFFALO, NY | $911.5M Mar 2026 | +$294.5M+47.7% | +$313.0M+52.3% | +$552.6M+153.9% | +$820.3M+899.9% | -1 employees-5.6% over 3Y | +400 accounts+40.9% over 3Y |
| 7. Note Advisors, LLC CRD 171466 · Limited Liability Company | BUFFALO, NY | $437.0M Mar 2026 | +$54.7M+14.3% | +$238.0M+119.6% | +$294.0M+205.7% | — | +3 employees+37.5% over 3Y | +262 accounts+28.4% over 3Y |
| 8. Hudson Capital Advisory, INC. CRD 304163 · Corporation | BUFFALO, NY | $327.7M Mar 2026 | +$194.7M+146.3% | +$251.4M+329.7% | — | +$270.2M+469.7% | +2 employees+66.7% over 3Y | +299 accounts+98.4% over 3Y |
| 9. Hudson Advisor Services, INC. CRD 107769 · Corporation | BUFFALO, NY | $310.1M Apr 2026 | -$2.1M-0.7% | +$84.4M+37.4% | +$70.6M+29.5% | +$74.6M+31.7% | +1 employees+20.0% over 3Y | +11 accounts+1.9% over 3Y |
| 10. Winthrop Partners - Wny, LLC CRD 282100 · Limited Liability Company | BUFFALO, NY | $186.2M Apr 2026 | +$18.4M+10.9% | +$53.1M+39.9% | +$65.0M+53.6% | — | 0 employees+0.0% over 3Y | +28 accounts+10.2% over 3Y |
| 11. Miller, Gesko & Company INC. CRD 109671 · Corporation | BUFFALO, NY | $183.1M Mar 2026 | +$13.4M+7.9% | +$41.7M+29.5% | +$22.1M+13.7% | -$1.4M-0.8% | +2 employees+66.7% over 3Y | -16 accounts-6.5% over 3Y |
| 12. Collins Advisors, LLC CRD 129270 · Limited Liability Company | BUFFALO, NY | $176.4M May 2026 | +$17.5M+11.0% | +$49.7M+39.3% | +$59.9M+51.5% | +$138.4M+364.2% | -1 employees-25.0% over 3Y | -245 accounts-29.6% over 3Y |
| 13. North Woods Wealth Management CRD 226575 · Limited Liability Company | BUFFALO, NY | $150.4M Mar 2026 | +$85.6M+132.0% | +$101.2M+205.8% | +$123.9M+467.5% | +$122.8M+444.5% | 0 employees+0.0% over 3Y | +282 accounts+71.0% over 3Y |
| 14. Rand Capital Management CRD 304504 · Limited Liability Company | BUFFALO, NY | $136.7M Mar 2026 | -$17.2M-11.2% | +$73.2M+115.4% | +$75.7M+124.2% | +$73.0M+114.7% | +2 employees+25.0% over 3Y | +3 accounts+300.0% over 3Y |
| 15. Western New York Financial Group, LLC CRD 306083 · Limited Liability Company | BUFFALO, NY | $84.1M Mar 2026 | +$3.6M+4.4% | +$18.8M+28.7% | +$19.3M+29.8% | — | 0 employees+0.0% over 3Y | -70 accounts-26.0% over 3Y |
| 16. Winthrop Partners - Epa, LLC CRD 282098 · Limited Liability Company | BUFFALO, NY | $82.2M Apr 2026 | +$22.4M+37.4% | +$49.2M+149.5% | +$58.2M+243.5% | — | +2 employees+66.7% over 3Y | +122 accounts+234.6% over 3Y |
| 17. Capital Insights Group Of Wny, LLC. CRD 282909 · Limited Liability Company | BUFFALO, NY | $58.6M Apr 2026 | +$15.9M+37.2% | — | — | +$27.4M+87.7% | +1 employees+50.0% over 1Y | +39 accounts+12.0% over 1Y |
| 18. Winthrop Partners - Wpa , LLC CRD 282102 · Limited Liability Company | BUFFALO, NY | $44.1M Apr 2026 | +$7.9M+21.7% | -$15.1M-25.5% | -$4.4M-9.2% | — | +1 employees+50.0% over 3Y | +58 accounts+126.1% over 3Y |
| 19. Eudaimonia Wealth CRD 305431 · Limited Liability Company | BUFFALO, NY | $35.8M Mar 2026 | +$7.3M+25.5% | — | — | +$7.3M+25.5% | 0 employees+0.0% over 1Y | +26 accounts+28.9% over 1Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.