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Financial Advisors in Buffalo, NY: 2026 rankings

145 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Buffalo: The Financial Guys, RFA Score 74/100; 4.8★ from 233 Google reviews.

  2. 29

    Most-reviewed: Parachute Credit Counseling, Inc., 150 Google reviews at 4.8★, the most of 145 ranked after The Financial Guys; ranked #29.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

145 Buffalo financial advisors are ranked here by RFA Score, from eight published factors. 24 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.7★ across 145 rated firms.

Top 10 financial advisors in Buffalo at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Buffalo at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1The Financial Guys744.8★ (233)Amherst, 10 mi away—Top score
2Buffalo Financial734.8★ (149)Depew, 9 mi away——
3Note Advisors, LLC704.9★ (38)Buffalo——
4Abaya Wealth Management LLC695.0★ (29)BuffaloEvenings—
5Clark & Company Wealth Management695.0★ (29)Buffalo——
6Emerling Floss Murphy & Associates LLC684.6★ (77)Cheektowaga, 13 mi away——
7Level Financial Advisors685.0★ (51)Amherst, 13 mi away——
8Eudaimonia Wealth685.0★ (24)Buffalo——
9Whites Insurance Brokers674.9★ (68)Port Colborne, 19 mi away——
10Southtowns Financial Group675.0★ (20)Buffalo——

All 145 financial advisors in Buffalo, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Buffalo

    #1 The Financial Guys

    Based in Amherst, 10 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 233 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 233 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    305 Spindrift Dr, Williamsville, NY 14221
    View profile for The Financial Guys(716) 633-1515

  2. #2 Buffalo Financial

    Based in Depew, 9 mi away

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 149 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 149 Google reviews
    Hours
    Mon–Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    4990 Transit Rd, Depew, NY 14043
    View profile for Buffalo Financial(716) 771-1888

  3. #3 Note Advisors, LLC

    Based in Buffalo

    70/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 38 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 38 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    50 Lakefront Blvd, Buffalo, NY 14202
    View profile for Note Advisors, LLC(716) 256-1682

  8. #8 Eudaimonia Wealth

    Based in Buffalo

    68/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue 9 AM–6 PM · Wed–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1207 Delaware Ave Ste 110, Buffalo, NY 14209
    View profile for Eudaimonia Wealth(716) 362-1182

  11. #11 Ocean Wealth Group

    Based in Amherst, 9 mi away

    67/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Fri 8 AM–5:30 PM · Sat–Sun closed
    Address
    5550 Main St Suit 1, Williamsville, NY 14221
    View profile for Ocean Wealth Group(716) 458-0051

  15. #15 Amg Financial

    Based in Amherst, 9 mi away

    66/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5920 Main St Ste 300, Williamsville, NY 14221
    View profile for Amg Financial(716) 573-3563

  19. #19 Bentham Wealth Advisors

    Based in Amherst, 10 mi away

    65/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    300 International Dr Suite 100, Williamsville, NY 14221
    View profile for Bentham Wealth Advisors(716) 580-1500

  20. #20 Advance Tax Services

    Based in Buffalo

    65/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    50 Fountain Plz 14th Floor Suite 1400, Buffalo, NY 14202
    View profile for Advance Tax Services(716) 563-8601

  22. #22 Level Financial Advisors

    Based in Buffalo

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    4005 N Buffalo St Ste 250, Orchard Park, NY 14127
    View profile for Level Financial Advisors(716) 634-6113

  23. #23 Sgroi Lawley Group LLC

    Based in West Seneca, 8 mi away

    64/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.6★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 21 Google reviews
    Hours
    Mon–Wed 8:30 AM–5 PM · Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    965 Union Rd, West Seneca, NY 14224
    View profile for Sgroi Lawley Group LLC(716) 674-6700

  25. #25 LSP Canada

    Based in Niagara Falls, 19 mi away

    64/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon 11 AM–7 PM · Tue closed · Wed 9 AM–3 PM · Thu 11 AM–7 PM · Fri 9 AM–3 PM · Sat 10 AM–4 PM · Sun closed
    Address
    6746 Morrison St Unit 3, Niagara Falls, ON L2E 6Z8, Canada
    View profile for LSP Canada(289) 932-5043

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 145 ranked financial advisors here; the rest are on their profiles.

financial advisors in Buffalo, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Rampart Wealth Management644.7★ (23)11 mi
27Countryside Financial LLC - Abbey Gwin, CERTIFIED FINANCIAL PLANNER®645.0★ (19)12 mi
28Desy's Bookkeeping & Tax Services644.4★ (56)21 mi
29Parachute Credit Counseling, Inc.644.8★ (150)6 mi
30Pratt Collard Buck Advisory Group645.0★ (8)In Buffalo
31Bank of America Financial Center643.3★ (24)In Buffalo
32Bank of America (with Drive-thru ATM)633.6★ (90)15 mi
33Xecutive Wealth Strategies635.0★ (11)6 mi
34Silver Grove Financial Group, Inc.635.0★ (7)In Buffalo
35Haven Financial Planning635.0★ (16)12 mi
36Scotiabank633.3★ (32)3 mi
37Sandhill Investment Management635.0★ (6)In Buffalo
38Wilcox Financial Group, LLC635.0★ (6)In Buffalo
39Bank of America (with Drive-thru ATM)623.3★ (39)7 mi
40C. John Crane, Inc.623.8★ (8)In Buffalo
41Uplyft624.3★ (6)In Buffalo
42Scotiabank623.5★ (113)18 mi
43Laura J. Lonie, Financial Coaching625.0★ (5)In Buffalo
44L&M Wealth Management624.1★ (14)8 mi
45Twin Power Financial625.0★ (23)22 mi
46Winthrop Partners625.0★ (11)11 mi
47Charles Schwab622.7★ (19)In Buffalo
4821st Century Securities624.9★ (7)5 mi
49ClearPlan Financial, Inc.625.0★ (10)10 mi
50Bank of America (with Drive-thru ATM)623.4★ (31)10 mi

Also serving Buffalo

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Buffalo
BusinessGoogle ratingDistance
AML RightSource LLC5.0★ (1)In Buffalo
Brian Burkhardt - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Buffalo
Collins Advisors LLC5.0★ (2)In Buffalo
consilience asset management1.0★ (1)In Buffalo
Emerge Capital Management5.0★ (1)In Buffalo
Gregory Delgado - Prudential Financial3.0★ (2)In Buffalo
Grenda Group, LLC5.0★ (1)In Buffalo
Hightower Advisors LLC/Hightower Buffalo5.0★ (2)In Buffalo
James T Suchocki: Primerica - Financial Services2.0★ (1)In Buffalo
Jordan Wealth Management5.0★ (1)In Buffalo
Lorraine Capital5.0★ (1)In Buffalo
Merrill Lynch Financial Advisor Martin Zaklikowski5.0★ (1)In Buffalo
Mintco Financial, Inc.5.0★ (2)In Buffalo
O'Mara Financial, Inc.5.0★ (1)In Buffalo
Paramount Settlement Advisors5.0★ (1)In Buffalo
Plail Wealth Management5.0★ (2)In Buffalo
Raymond James & Associates5.0★ (1)In Buffalo
Schilling David5.0★ (2)In Buffalo
SCORE5.0★ (1)In Buffalo
Thomas Michael Huebsch: Primerica - Financial Services5.0★ (1)In Buffalo

How we ranked Buffalo financial advisors

We scored 145 Buffalo financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Buffalo data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Buffalo: frequently asked questions

Which financial advisor has the highest RFA Score in Buffalo?

By RFA Score, the highest-ranked financial advisor in Buffalo, NY is The Financial Guys with an RFA Score of 74/100. It has 4.8★ from 233 Google reviews. Buffalo Financial (#2) and Note Advisors, LLC (#3) follow. We ranked 145 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Buffalo?

RankedFinancialAdvisors ranks 145 financial advisors serving Buffalo, NY. 21 of them are based in Buffalo; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Buffalo work on weekends?

24 of 145 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are KDM Wealth Consultants, LLC (#13), Bank of America (with Drive-thru ATM) (#16) and Bank of America Financial Center (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Buffalo financial advisors have?

The median Google rating among 145 rated financial advisors in Buffalo is 4.7★, with a median of 11 reviews. The Financial Guys has the most, 233 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Buffalo count in this ranking?

Yes, if they are within 25 mi of the Buffalo city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Buffalo ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Buffalo a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Buffalo

  1. November 2026: RFA Scores recalculated for 145 financial advisors serving Buffalo.

More financial advisors and Buffalo pages