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Investment Advisors in Amherst, NY: 2026 rankings

47 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Amherst: The Financial Guys, RFA Score 67/100; 4.8★ from 233 Google reviews.

  2. 44

    Most-reviewed: Scotiabank, 205 Google reviews at 2.2★, the most of 47 ranked after The Financial Guys; ranked #44.

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

47 Amherst investment advisors are ranked here by RFA Score, from eight published factors. 6 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.2★ across 47 rated firms.

Top 10 investment advisors in Amherst 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 investment advisors in Amherst at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1The Financial Guys674.8★ (233)AmherstTop score
2Buffalo Financial634.8★ (149)Depew, 8 mi away—
3Wells Fargo Advisors612.9★ (13)Amherst—
4Sandhill Investment Management605.0★ (6)Buffalo, 7 mi away—
5SC Parker LLC595.0★ (3)Cheektowaga, 3 mi away—
6Meristem Financial Services Inc, Katie Miller, Sun Life Financial585.0★ (6)Fort Erie, 14 mi away—
7Note Advisors, LLC574.9★ (38)Buffalo, 8 mi away—
8Mollot & Hardy, Inc. - Registered Investment Advisor575.0★ (7)Amherst—
9WNY Asset Management - Financial Planning & Wealth Management555.0★ (4)Amherst—
10HD Financial Specialists544.6★ (14)Amherst—

All 47 investment advisors in Amherst, 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 Amherst

    #1 The Financial Guys

    Based in Amherst

    67/100RFA Score

    Ranked #1 because of its Google rating and review volume: 4.8★ from 233 Google reviews, the most in Amherst.

    • 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

  5. #5 SC Parker LLC

    Based in Cheektowaga, 3 mi away

    59/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    5892 Main St, Williamsville, NY 14221
    View profile for SC Parker LLC(716) 632-6800

  7. #7 Note Advisors, LLC

    Based in Buffalo, 8 mi away

    57/100RFA Score

    Ranked #7 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

  12. #12 LSP Canada

    Based in Niagara Falls, 18 mi away

    54/100RFA Score

    Ranked #12 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

  14. #14 Southtowns Financial Group

    Based in Buffalo, 13 mi away

    53/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Thu 8:30 AM–5:30 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    3438 Orchard Park Rd, Orchard Park, NY 14127
    View profile for Southtowns Financial Group(716) 662-0070

  15. #15 Scotiabank

    Based in Niagara Falls, 18 mi away

    52/100RFA Score

    Ranked #15 because of its Google rating and review volume: 3.5★ from 113 Google reviews.

    • 3.5★ from 113 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–6 PM · Sat 9:30 AM–3 PM · Sun closed
    Address
    7957 McLeod Rd Bldg E Unit E1, Niagara Falls, ON L2H 0G5, Canada
    View profile for Scotiabank(905) 374-5380

  18. #18 Scotiabank

    Based in Fort Erie, 9 mi away

    51/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.3★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 32 Google reviews
    Hours
    Mon–Tue 9:30 AM–4 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    1105 Thompson Rd Unit E3, Fort Erie, ON L2A 6T7
    View profile for Scotiabank(905) 871-5824

  23. #23 Winthrop Partners

    Based in Lackawanna, 15 mi away

    50/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    21 Princeton Pl Ste 230, Orchard Park, NY 14127
    View profile for Winthrop Partners(716) 597-3007

All 47 investment advisors

#1 to #25 are shown in full above. Here are #26 to #47, in RFA Score order; each links to its profile.

investment advisors in Amherst, ranks 26 to 47
RankBusinessRFA ScoreGoogle ratingDistance
26Charles Schwab502.7★ (19)5 mi
27Vision Financial Group502.3★ (6)In Amherst
28Morgan Stanley Financial Advisors503.0★ (4)In Amherst
29Co-operators494.3★ (7)10 mi
30Co-operators - Giancola Agencies Ltd493.5★ (29)18 mi
31The Legend Group492.8★ (4)3 mi
32Alliance Financial Network493.1★ (7)7 mi
33TIAA Financial Services491.5★ (4)In Amherst
34North Woods Wealth Management LLC494.0★ (4)6 mi
35Morgan Stanley Financial Advisors493.6★ (5)7 mi
36NXS Financial Strategies485.0★ (12)24 mi
37Edward Jones - Financial Advisor: Ken Fisher484.8★ (5)14 mi
38Edward Jones - Financial Advisor: Thomas K Dalton, CFP®|AAMS®|CRPC™474.0★ (5)14 mi
39Merrill Lynch Wealth Management472.3★ (3)7 mi
40Harmony Capital LLC473.7★ (3)10 mi
41Co-operators - Giancola Agencies Ltd473.6★ (14)23 mi
42Co-operators463.4★ (15)25 mi
43Scotiabank462.6★ (126)23 mi
44Scotiabank452.2★ (205)18 mi
45Scotiabank442.3★ (29)24 mi
46Scotiabank432.1★ (15)25 mi
47Scotiabank422.0★ (175)24 mi

Also serving Amherst

20 more investment 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 investment advisors serving Amherst
BusinessGoogle ratingDistance
Allied CPAs, PC2.0★ (4)In Amherst
Amg Financial5.0★ (29)In Amherst
Bentham Wealth Advisors5.0★ (24)In Amherst
Cornerstone Capital Wealth Management5.0★ (4)In Amherst
Countryside Financial LLC - Abbey Gwin, CERTIFIED FINANCIAL PLANNER®5.0★ (19)In Amherst
Downing Financial Group5.0★ (5)In Amherst
Emergent Wealth Advisors, LLC3.7★ (3)In Amherst
Equitable Advisors3.5★ (24)In Amherst
Haven Financial Planning5.0★ (16)In Amherst
L&M Wealth Management4.1★ (14)In Amherst
Level Financial Advisors5.0★ (51)In Amherst
Lincoln Financial Group2.4★ (9)In Amherst
Moshides Financial Group4.8★ (6)In Amherst
Northeastern Financial Partners, LLC4.6★ (10)In Amherst
Ocean Wealth Group5.0★ (32)In Amherst
Paul Scribner: Primerica - Financial Services5.0★ (3)In Amherst
Rampart Wealth Management4.7★ (23)In Amherst
Spectrum Wealth Management5.0★ (3)In Amherst
The Establishment5.0★ (6)In Amherst
Xecutive Wealth Strategies5.0★ (11)In Amherst

How we ranked Amherst investment advisors

We scored 47 Amherst investment 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 Amherst 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Amherst: frequently asked questions

Which investment advisor has the highest RFA Score in Amherst?

By RFA Score, the highest-ranked investment advisor in Amherst, NY is The Financial Guys with an RFA Score of 67/100. It has 4.8★ from 233 Google reviews. Buffalo Financial (#2) and Wells Fargo Advisors (#3) follow. We ranked 47 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Amherst?

RankedFinancialAdvisors ranks 47 investment advisors serving Amherst, NY. 13 of them are based in Amherst; 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 investment advisors in Amherst work on weekends?

6 of 47 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are LSP Canada (#12) and Scotiabank (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Amherst investment advisors have?

The median Google rating among 47 rated investment advisors in Amherst is 4.2★, with a median of 8 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 investment advisors?

Each investment 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 investment advisors outside Amherst count in this ranking?

Yes, if they are within 25 mi of the Amherst city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Amherst ranked?

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

How do I check an investment 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 investment advisor in Amherst 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 investment 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 Amherst

  1. November 2026: RFA Scores recalculated for 47 investment advisors serving Amherst.

More investment advisors and Amherst pages