Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Sanderson Wealth Management, LLC financial advisors in Buffalo, NY

Every SEC-registered investment adviser representative at a Sanderson Wealth Management, LLC office in Buffalo, A to Z.

The short answer

8 registered advisors work at Sanderson Wealth Management, LLC in Buffalo, out of 9 at the firm nationwide; it ranks number 15 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Sanderson Wealth Management, LLC advisors in Buffalo, A to Z

Every Sanderson Wealth Management, LLC advisor →

Sanderson Wealth Management, LLC advisors in every city and state →Sanderson Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Sanderson Wealth Management, LLC advisors in other cities

Denver, CO 1

Other firms in Buffalo

All Buffalo advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 44Hsbc Securities (USA) Inc. 37LPL Financial LLC 35UBS Financial Services Inc. 31Park Avenue Securities LLC 20Raymond James Financial Services Advisors, Inc. 19Morgan Stanley 14Cetera Investment Advisers LLC 13Trubee Wealth Advisors, Inc. 13Sandhill Investment Management 11Courier Capital, LLC 10Osaic Wealth, Inc. 10

Questions

How many financial advisors does Sanderson Wealth Management, LLC have in Buffalo?

8 investment adviser representatives are registered at Sanderson Wealth Management, LLC offices in Buffalo, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Sanderson Wealth Management, LLC one of the largest advisor employers in Buffalo?

Sanderson Wealth Management, LLC ranks number 15 in Buffalo by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 44.

How do I check a Sanderson Wealth Management, LLC advisor in Buffalo?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sanderson Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.