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Top RIA Firms in Williamsville, New York
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Williamsville, New York. This hub covers 15 matching firms with $6.7B in total reported AUM and median AUM of $215.0M.
Firms
15
Matching current profiles
Total AUM
$6.7B
Reported regulatory AUM
Median AUM
$215.0M
Across firms with AUM
Largest firm
$1.7B
Wny Asset Management, 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. Wny Asset Management, LLC CRD 153872 · Limited Liability Company | WILLIAMSVILLE, NY | $1.7B Mar 2026 | +$278.8M+19.2% | +$527.4M+43.9% | +$911.1M+111.3% | +$1.6B+1384.9% | +4 employees+12.9% over 3Y | -2,905 accounts-47.2% over 3Y |
| 2. Independent Solutions Wealth Management, LLC CRD 144733 · Limited Liability Company | WILLIAMSVILLE, NY | $1.5B Mar 2026 | +$583.4M+61.2% | +$698.8M+83.4% | +$829.3M+117.1% | +$1.4B+1356.5% | +12 employees+66.7% over 3Y | +1,790 accounts+33.1% over 3Y |
| 3. Dopkins Wealth Management, LLC CRD 124209 · Limited Liability Company | WILLIAMSVILLE, NY | $717.0M Feb 2026 | +$99.0M+16.0% | +$178.0M+33.0% | +$156.1M+27.8% | +$253.0M+54.5% | 0 employees+0.0% over 3Y | -280 accounts-47.3% over 3Y |
| 4. Northcape Wealth Management CRD 312350 · Limited Liability Company | WILLIAMSVILLE, NY | $706.1M Apr 2026 | +$91.6M+14.9% | +$213.3M+43.3% | — | +$233.9M+49.5% | 0 employees+0.0% over 3Y | +64 accounts+4.8% over 3Y |
| 5. Ogorek Wealth Management, LLC CRD 105707 · Limited Liability Company | WILLIAMSVILLE, NY | $558.9M Feb 2026 | +$33.6M+6.4% | +$71.5M+14.7% | +$156.2M+38.8% | +$342.9M+158.7% | 0 employees+0.0% over 3Y | +485 accounts+269.4% over 3Y |
| 6. Members Advisory Group, LLC CRD 153723 · Limited Liability Company | WILLIAMSVILLE, NY | $443.2M Apr 2026 | +$38.2M+9.4% | +$130.6M+41.8% | +$155.5M+54.1% | +$362.3M+447.5% | +1 employees+16.7% over 3Y | +241 accounts+20.1% over 3Y |
| 7. Emergent Wealth Advisors, LLC CRD 174845 · Limited Liability Company | WILLIAMSVILLE, NY | $249.1M Jan 2026 | +$46.2M+22.8% | +$106.4M+74.5% | +$152.1M+156.9% | +$202.1M+429.9% | -2 employees-40.0% over 3Y | +139 accounts+16.9% over 3Y |
| 8. Florian Financial Group LLC CRD 123869 · Limited Liability Company | WILLIAMSVILLE, NY | $215.0M Mar 2026 | +$63.6M+42.0% | +$90.3M+72.4% | +$96.8M+82.0% | +$161.7M+303.4% | +3 employees+60.0% over 3Y | +228 accounts+31.3% over 3Y |
| 9. Bentham Wealth Advisors CRD 332035 · Corporation | WILLIAMSVILLE, NY | $110.1M Mar 2026 | +$17.6M+19.0% | — | — | — | 0 employees+0.0% over 1Y | +5 accounts+0.9% over 1Y |
| 10. Buffalo First Wealth Management, LLC CRD 168937 · Limited Liability Company | WILLIAMSVILLE, NY | $91.7M Jan 2026 | +$15.1M+19.7% | +$42.3M+85.4% | +$50.5M+122.4% | +$50.5M+122.4% | 0 employees+0.0% over 3Y | +483 accounts+202.1% over 3Y |
| 11. Amazz Investment Management, INC. CRD 126545 · Corporation | WILLIAMSVILLE, NY | $78.3M Mar 2026 | -$9.2M-10.5% | -$14.7M-15.8% | +$11.5M+17.3% | -$6.6M-7.7% | 0 employees+0.0% over 3Y | +4 accounts+3.4% over 3Y |
| 12. Countryside Financial LLC CRD 337489 · Limited Liability Company | WILLIAMSVILLE, NY | $73.2M Feb 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 13. Shield Wealth Advisors CRD 309538 · Limited Liability Company | WILLIAMSVILLE, NY | $68.4M Jan 2026 | +$7.6M+12.6% | +$22.7M+49.6% | +$40.3M+143.6% | — | 0 employees+0.0% over 3Y | +80 accounts+35.2% over 3Y |
| 14. Cambridge Advisors, LLC CRD 158928 · Limited Liability Company | WILLIAMSVILLE, NY | $46.5M Mar 2026 | +$3.9M+9.1% | -$4.4M-8.7% | +$12.1M+35.1% | -$3.7M-7.3% | 0 employees+0.0% over 3Y | +12 accounts+4.8% over 3Y |
| 15. Rabenold Advisors, INC. CRD 283882 · Corporation | WILLIAMSVILLE, NY | $35.6M Mar 2026 | — | — | — | +$3.2M+9.9% | 0 employees+0.0% over Total | +48 accounts+69.6% over Total |
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.