| Firm Name | Type | Location | AUM | Contact | |
|---|---|---|---|---|---|
| Wealth Manager | Williamsville, United States | $860M | |||
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About
Investment management and planning wealth strategies for a strong financial future. Independent Solutions Wealth Management will help you protect and make the most of your income and assets. Founded2008 Website Contacts
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| Wealth Manager | Williamsville, United States | $518M | |||
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About
NorthCape Wealth Management is a wealth manager based in Williamsville, US. Founded in 2021. Reported AUM: $518M. Founded2021 Website Contacts
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| Wealth Manager | Williamsville, United States | $487M | |||
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About
Trust Ogorek Wealth Management for clear, no-fee financial advice and customized investment strategies tailored to your needs. Founded2001 Website Contacts
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| Family Office - Multi | Williamsville, NY, United States | — | |||
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About
ClearPlan Financial is a multi family office based in Williamsville, NY, United States. The firm provides comprehensive wealth management, investment advisory, and family office services to multiple high-net-worth families. Website Contacts
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| Wealth Manager | Williamsville, United States | — | |||
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About
Members Advisory Group LLC in Williamsville, NY provides personalized assistance in investments, financial planning, insurance, and tax planning. Founded2012 Website Contacts
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