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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Williamsville, NY

Every SEC-registered investment adviser representative at a firm office in Williamsville, with the firms that employ the most of them.

461 registered advisors work in Williamsville; the most are at Equitable Advisors, LLC (95). 61 list the CFP designation and 414 are also registered broker representatives.

Firms with the most advisors in Williamsville

FirmAdvisors in Williamsville
Equitable Advisors, LLC news95
LPL Financial LLC news39
Merrill Lynch, Pierce, Fenner & Smith Incorporated news38
Morgan Stanley news28
Osaic Wealth, Inc. news25
RBC Capital Markets, LLC news21
Wells Fargo Clearing Services, LLC news21
Wny Asset Management, LLC21
Ameriprise Financial Services, LLC news20
Independent Solutions Wealth Management, LLC20
LPL Enterprise, LLC news14
Valic Financial Advisors, Inc.13
Cetera Investment Advisers LLC news8
Eagle Strategies LLC8
Cambridge Investment Research Advisors, Inc. news7
Dopkins Wealth Management, LLC7
Wells Fargo Advisors Financial Network, LLC news7
Private Advisor Group, LLC6
Kestra Advisory Services, LLC news5
Buffalo First Wealth Management, LLC4
Commonwealth Financial Network news4
Members Advisory Group, LLC4
Northcape Wealth Management4
Countryside Financial LLC3
Key Investment Services LLC3

Advisors in Williamsville, A to Z (first 300 of 461)

CFP advisors in Williamsville →

Other cities in New York

All of New York →

New York 15,109Melville 1,194Rochester 906Garden City 754Purchase 718Brooklyn 572Syracuse 406Albany 390Buffalo 347Pittsford 341Hauppauge 322White Plains 300Cohoes 264Saratoga Springs 242Jericho 237Staten Island 234Latham 228Woodbury 223Amherst 217New York City 195Tarrytown 150Poughkeepsie 128Great Neck 124Rye Brook 123

Questions

How many financial advisors are in Williamsville, NY?

461 investment adviser representatives are registered at firm offices in Williamsville, New York, according to the SEC's Investment Adviser Public Disclosure records. 414 of them are also registered as broker representatives, and 61 list the CFP designation.

Which firm has the most financial advisors in Williamsville?

Equitable Advisors, LLC, with 95 registered advisors in Williamsville, followed by LPL Financial LLC with 39.

How do I check a financial advisor in Williamsville?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.