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Financial Advisors in Eggertsville, NY: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Eggertsville: The Financial Guys, RFA Score 76/100; 4.8★ from 233 Google reviews.

  2. 31

    Most-reviewed: Parachute Credit Counseling, Inc., 150 Google reviews at 4.8★, the most of 144 ranked after The Financial Guys; ranked #31.

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

144 Eggertsville financial advisors are ranked here by RFA Score, from eight published factors. 23 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.7★ across 144 rated firms.

Top 10 financial advisors in Eggertsville 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 Eggertsville at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1The Financial Guys764.8★ (233)Amherst, 5 mi away—Top score
2Buffalo Financial734.8★ (149)Depew, 8 mi away——
3Level Financial Advisors705.0★ (51)Amherst, 7 mi away——
4Emerling Floss Murphy & Associates LLC704.6★ (77)Cheektowaga, 8 mi away——
5Ocean Wealth Group695.0★ (32)Amherst, 3 mi away——
6Note Advisors, LLC684.9★ (38)Buffalo, 7 mi away——
7Amg Financial685.0★ (29)Amherst, 4 mi away——
8JBM Health & Wealth Consulting, LLC685.0★ (38)North Tonawanda, 9 mi away——
9Abaya Wealth Management LLC675.0★ (29)Buffalo, 7 mi awayEvenings—
10Bentham Wealth Advisors675.0★ (24)Amherst, 4 mi away——

All 144 financial advisors in Eggertsville, 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 Eggertsville

    #1 The Financial Guys

    Based in Amherst, 5 mi away

    76/100RFA 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, 8 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

  5. #5 Ocean Wealth Group

    Based in Amherst, 3 mi away

    69/100RFA Score

    Ranked #5 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

  6. #6 Note Advisors, LLC

    Based in Buffalo, 7 mi away

    68/100RFA Score

    Ranked #6 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

  7. #7 Amg Financial

    Based in Amherst, 4 mi away

    68/100RFA Score

    Ranked #7 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

  9. #9 Abaya Wealth Management LLC

    Based in Buffalo, 7 mi away

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue–Wed 10 AM–7 PM · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1 Seneca St Ste 2905, Buffalo, NY 14203
    View profile for Abaya Wealth Management LLC(716) 345-0110

  10. #10 Bentham Wealth Advisors

    Based in Amherst, 4 mi away

    67/100RFA Score

    Ranked #10 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

  11. #11 Eudaimonia Wealth

    Based in Buffalo, 5 mi away

    67/100RFA Score

    Ranked #11 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

  21. #21 LSP Canada

    Based in Niagara Falls, 18 mi away

    65/100RFA Score

    Ranked #21 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

  22. #22 Haven Financial Planning

    Based in Amherst, 6 mi away

    64/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    8469 Sheridan Dr, Williamsville, NY 14221
    View profile for Haven Financial Planning(716) 458-1900

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 144 ranked financial advisors here; the rest are on their profiles.

financial advisors in Eggertsville, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Southtowns Financial Group645.0★ (20)12 mi
27Bank of America (with Drive-thru ATM)643.6★ (90)12 mi
28Sgroi Lawley Group LLC644.6★ (21)10 mi
29L&M Wealth Management644.1★ (14)1 mi
30Advance Tax Services635.0★ (12)6 mi
31Parachute Credit Counseling, Inc.634.8★ (150)7 mi
32Desy's Bookkeeping & Tax Services634.4★ (56)23 mi
33HD Financial Specialists634.6★ (14)6 mi
34Bank of America (with Drive-thru ATM)633.3★ (39)4 mi
35Equitable Advisors633.5★ (24)4 mi
36Northeastern Financial Partners, LLC634.6★ (10)3 mi
37Bank of America (with Drive-thru ATM)633.2★ (32)4 mi
38EG Tax Service - Corporate Office632.9★ (85)3 mi
39Bank of America (with Drive-thru ATM)622.8★ (84)2 mi
40Twin Power Financial625.0★ (23)20 mi
41Bank of America (with Drive-thru ATM)623.4★ (31)7 mi
42Scotiabank623.5★ (113)18 mi
4321st Century Securities624.9★ (7)4 mi
44The Establishment625.0★ (6)2 mi
45Pratt Collard Buck Advisory Group625.0★ (8)6 mi
46Wilcox Financial Group, LLC625.0★ (6)3 mi
47Bank of America (with Drive-thru ATM)622.8★ (28)1 mi
48Mollot & Hardy, Inc. - Registered Investment Advisor625.0★ (7)5 mi
49Bank of America Financial Center623.3★ (24)6 mi
50Scotiabank623.3★ (32)8 mi

Also serving Eggertsville

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 Eggertsville
BusinessGoogle ratingDistance
Collin D. Shapiro - Morgan Stanley5.0★ (2)4 mi
Collins Advisors LLC5.0★ (2)6 mi
Edelman Financial Engines5.0★ (2)5 mi
EMS Wealth Management5.0★ (1)In Eggertsville
Fahey Financial3.0★ (2)3 mi
Fichter Wealth Management Inc5.0★ (2)3 mi
Georgetown Lawley Group5.0★ (2)3 mi
Gregory Delgado - Prudential Financial3.0★ (2)4 mi
Hightower Advisors LLC/Hightower Buffalo5.0★ (2)4 mi
Mantle David5.0★ (2)7 mi
Merrill Lynch Wealth Management3.0★ (2)5 mi
Mintco Financial, Inc.5.0★ (2)1 mi
PCWM Poleon Comprehensive Wealth Management5.0★ (2)4 mi
Plail Wealth Management5.0★ (2)6 mi
Prudential Advisors5.0★ (2)12 mi
Robert J Ellis Financial Services5.0★ (2)12 mi
Schilling David5.0★ (2)4 mi
The Walsh Group of Raymond James2.5★ (2)5 mi
Timothy Talbot - Prudential Financial5.0★ (2)6 mi
Turning Tides Financial, LLC5.0★ (2)3 mi

How we ranked Eggertsville financial advisors

We scored 144 Eggertsville 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 Eggertsville 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 Eggertsville: frequently asked questions

Which financial advisor has the highest RFA Score in Eggertsville?

By RFA Score, the highest-ranked financial advisor in Eggertsville, NY is The Financial Guys with an RFA Score of 76/100. It has 4.8★ from 233 Google reviews. Buffalo Financial (#2) and Level Financial Advisors (#3) follow. We ranked 144 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Eggertsville?

RankedFinancialAdvisors ranks 144 financial advisors serving Eggertsville, NY. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Eggertsville work on weekends?

23 of 144 ranked financial advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#14), KDM Wealth Consultants, LLC (#15) and LSP Canada (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Eggertsville financial advisors have?

The median Google rating among 144 rated financial advisors in Eggertsville is 4.7★, with a median of 12 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 Eggertsville count in this ranking?

Yes, if they are within 25 mi of the Eggertsville 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 Eggertsville 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 Eggertsville 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 Eggertsville

  1. November 2026: RFA Scores recalculated for 144 financial advisors serving Eggertsville.

More financial advisors and Eggertsville pages