Financial advisors in Williamsville, NY

458 match · page 2 of 16

John Pieroni
Financial advisor at Wny Asset Management, LLC
Wny Asset Management, LLC · $1.73B AUM
CFP®VerifiedFinancial planning
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Jonathan Fichter
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Joseph Fahey
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Judy Sescil
Financial advisor at Wny Asset Management, LLC
Wny Asset Management, LLC · $1.73B AUM
CFP®VerifiedFinancial planning
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Kenneth Ulrich
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Kenneth Wohlberg
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
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Kevin Malaney
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Laureen Syta
Financial advisor at Wny Asset Management, LLC
Wny Asset Management, LLC · $1.73B AUM
CFP®VerifiedFinancial planning
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Leonard Picone
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Mary Zamboni
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Matthew Richards
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Matthew Sotland
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Michael Granica
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Michael Hardy
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Michael Monin
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Michael Shaver
Financial advisor at Independent Solutions Wealth Management, LLC
Independent Solutions Wealth Management, LLC · $1.54B AUM
CFP®VerifiedFinancial planning
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Patrick Collins
Financial advisor at Wny Asset Management, LLC
Wny Asset Management, LLC · $1.73B AUM
CFP®VerifiedFinancial planning
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Patrick McMahon
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
CFP®VerifiedFinancial planning
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Patrick Sheelar
Financial advisor at Countryside Financial LLC
Countryside Financial LLC · $73.2M AUM
CFP®VerifiedFinancial planning
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Peter Brucato
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
CFP®VerifiedFinancial planning
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Peter Hafner
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Peter Kazmierczak
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Randy Brown
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Raymond Carter
Financial advisor at Wny Asset Management, LLC
Wny Asset Management, LLC · $1.73B AUM
CFP®VerifiedFinancial planning
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Robert Castiglione
Financial advisor at Wny Asset Management, LLC
Wny Asset Management, LLC · $1.73B AUM
CFP®VerifiedFinancial planning
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Robert Florian
Financial advisor at Florian Financial Group LLC
Florian Financial Group LLC · $215M AUM
CFP®VerifiedFinancial planning
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Robert Kloss
Financial advisor at Wny Asset Management, LLC
Wny Asset Management, LLC · $1.73B AUM
CFP®VerifiedFinancial planning
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Robert Peterson
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Ronald Lojacono
Financial advisor at Wny Asset Management, LLC
Wny Asset Management, LLC · $1.73B AUM
CFP®VerifiedFinancial planning
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Russell Gaiser
Financial advisor at Independent Solutions Wealth Management, LLC
Independent Solutions Wealth Management, LLC · $1.54B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Williamsville, NY

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Williamsville, NY.

How this list works

Before you hire an advisor in Williamsville, NY