Company lists · Data refreshed November 2026

Top 20 Concierge wealth services based in Buffalo, United States

Name: Concierge wealth services based in Buffalo, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 35 companies tracked

RevenueBase identified 35 company matches for concierge wealth services associated with Buffalo, United States as of November 2026 and tracks 204 professional contacts across them, including 106 with verified work emails. Across the United States, New York is the largest hub for this category (589 companies); Buffalo has 35.

This list covers company matches for concierge wealth services associated with Buffalo, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

35Companies

204Contacts tracked

106Verified emails

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The 20 largest concierge wealth services based in Buffalo, United States

Ranked by team size

Top 20 of 35 company matches for concierge wealth services based in Buffalo, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Sanderson Wealth Management	Exact match	Buffalo, NY, United StatesHQ recorded Nov 6, 2026	11-50	30 contacts →
	Exact match “Since 2001, Sanderson Wealth Management has provided comprehensive financial services exclusively to high-net-worth individuals and families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Sandhill Investment Management	Exact match	Buffalo, NY, United StatesHQ recorded Nov 6, 2026	11-50	22 contacts →
	Exact match “Established in 2004 and headquartered in Buffalo, N.Y, Sandhill Investment Management is an investment firm with oversight of over $2.4 billion in assets under management and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Jensen, Marks, Langer & Vance, LLC	Exact match	Buffalo, NY, United StatesHQ recorded Nov 6, 2026	11-50	15 contacts →
	Exact match “EXPERIENCE & MULTI DISCIPLINARY PLANNING APPROACH With over 150 years of combined experience, we know proper financial planning requires a comprehensive set of disciplines.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Note Advisors, LLC	Exact match	Buffalo, NY, United StatesHQ recorded Nov 6, 2026	11-50	12 contacts →
	Exact match “There are two types of business wealth planners.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Wealth Optimization Network, LLC	Exact match	Buffalo, NY, United StatesHQ recorded Nov 6, 2026	1-10	10 contacts →
	Exact match “At the Wealth Optimization Network, LLC, James M.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Landmark Wealth Management	Exact match	Buffalo, NY, United StatesHQ recorded Nov 6, 2026	1-10	9 contacts →
	Exact match “Landmark Wealth Management is a trusted, independent registered investment advisory firm dedicated to helping clients reach their financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Sterling Investment Counsel, LLC	Exact match	Buffalo, NY, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “Sterling Investment Counsel, LLC is an independent, SEC Registered Investment Advisor that focuses on providing comprehensive investment management services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Plail Wealth Management INC	Exact match	Buffalo, NY, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “Plail Wealth Management Inc, a subsidiary of Raymond James, is a financial services firm focused on delivering personalized financial plans with its client's best interests in…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Clark & Company Wealth Management	Exact match	Buffalo, NY, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Clark & Company is a boutique wealth management firm specializing in serving the needs of a select group of high net-worth individuals, corporate executives, businesses and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Stone Creek Advisors, LLC	Exact match	Buffalo, NY, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “The world has fundamentally changed.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Culov Wealth Management	Exact match	Buffalo, NY, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Dougherty & Associates Financial Advisors, INC	Exact match	Buffalo, MN, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “We are professionals who help individuals manage their finances by providing advice on money issues such as investments, insurance, mortgages, college savings, estate planning…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Snowden Lane Partners Magnolia Wealth Advisors	Exact match	Buffalo, NY, United StatesHQ recorded Nov 6, 2026	51-200	2 contacts →
	Exact match “We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Invictus Advisory Services	Exact match	Buffalo, NY, United StatesHQ recorded Nov 6, 2026	11-50	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Weir Financial Resources	Exact match	Buffalo, NY, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “WFR is a financial planning firm offering information, ideas and solutions for Executive Benefits, Business Continuation and Private Wealth Planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Georgetown Capital Group	Exact match	Buffalo, NY, United StatesHQ recorded Nov 6, 2026	11-50	1 contacts →
	Exact match “Georgetown Capital Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Trinity Wealth Advisors	Exact match	Buffalo, NY, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Our company and its affiliates are established leaders in the financial services industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Thoughtful Plan INC	Exact match	Buffalo, NY, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Dedicated to making your money work as hard as it can and with your best interests in mind.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Eudaimonia Wealth	Exact match	Buffalo, NY, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Eudaimonia Wealth is a fee-only financial planning and wealth management firm located in Buffalo, NY.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Abaya Wealth Management LLC	Exact match	Buffalo, NY, United StatesHQ recorded Nov 6, 2026	n/a	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “concierge wealth services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 20 of 35 concierge wealth services based in Buffalo, United States

See the full list, filter by size, metro and specialty, and access 106 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Concierge wealth services based in Buffalo, United States at a glance

As of Nov 6, 2026

52.0%Verified-email coverage

5.8Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Buffalo, so it is reported there. Company counts and contact totals on this page are exact for Buffalo, over 35 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Buffalo, United States whose business descriptions match “concierge wealth services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 106 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Concierge wealth services by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “concierge wealth services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many concierge wealth services are there based in Buffalo, United States?

RevenueBase identified 35 company matches for concierge wealth services associated with Buffalo, United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Sanderson Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most concierge wealth services?

New York leads the United States with 589 company records, followed by Atlanta (272) and Houston (263). Buffalo has 35.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 106 professional contacts with verified work emails tracked across these 35 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.