Company lists · Data refreshed September 2026

Top 25 Investment consulting firms based in Buffalo, United States

Name: Investment consulting firms based in Buffalo, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 26, 2026 39 companies tracked

RevenueBase identified 39 investment consulting firms headquartered in Buffalo, United States as of September 2026 and tracks 230 professional contacts across them, including 120 with verified work emails. Across the United States, New York is the largest hub for this category (1,047 companies); Buffalo has 39.

This list covers investment consulting firms headquartered in Buffalo, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 26, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 26, 2026 86% judged on-target in blind review

39Companies

230Contacts tracked

120Verified emails

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The 25 largest investment consulting firms based in Buffalo, United States

Ranked by team size

Top 25 of 39 investment consulting firms based in Buffalo, United States, ranked by team size, largest first. Data refreshed Sep 26, 2026. RevenueBase Smart Search rates how each company's information relates to investment consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Courier Capital	Partial evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	11-50	30 contacts →
	Partial evidence “Courier Capital has been a trusted source of premier independent financial advice and investment counsel for over five decades.” Source: RevenueBase Database · checked Sep 26, 2026
2	Sanderson Wealth Management	Indirect evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	11-50	28 contacts →
	Indirect evidence “Since 2001, Sanderson Wealth Management has provided comprehensive financial services exclusively to high-net-worth individuals and families.” Source: RevenueBase Database · checked Sep 26, 2026
3	Sandhill Investment Management	Partial evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	11-50	23 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 26, 2026
4	Trubee Wealth Advisors	Partial evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	11-50	16 contacts →
	Partial evidence “Trubee Wealth Advisors is an investment management and financial services company.” Source: RevenueBase Database · checked Sep 26, 2026
5	Landmark Wealth Management	Partial evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	1-10	9 contacts →
	Partial evidence “Landmark Wealth Management is a trusted, independent registered investment advisory firm dedicated to helping clients reach their financial goals.” Source: RevenueBase Database · checked Sep 26, 2026
6	Wealth Optimization Network, LLC	Indirect evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	1-10	9 contacts →
	Indirect evidence “At the Wealth Optimization Network, LLC, James M.” Source: RevenueBase Database · checked Sep 26, 2026
7	Winthrop Partners	Indirect evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	1-10	8 contacts →
	Indirect evidence “Winthrop Partners is an independent, fee-only, employee-owned firm built around one simple principle: always act in the client’s best interest.” Source: RevenueBase Database · checked Sep 26, 2026
8	Plail Wealth Management INC	Indirect evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	1-10	8 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 26, 2026
9	Sterling Investment Counsel, LLC	Partial evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	1-10	7 contacts →
	Partial evidence “Sterling Investment Counsel, LLC is an independent, SEC Registered Investment Advisor that focuses on providing comprehensive investment management services.” Source: RevenueBase Database · checked Sep 26, 2026
10	Pathway Partners Wealth Advisors	Partial evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	1-10	6 contacts →
	Partial evidence “Pathway Partners Wealth Advisors works with clients to provide business consulting and asset protection services.” Source: RevenueBase Database · checked Sep 26, 2026
11	ROI Financial Group	Indirect evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	11-50	6 contacts →
	Indirect evidence “Founded in 2001, ROI Financial Group has consistently followed our mission to enrich and enhance our client’s financial future and peace of mind.” Source: RevenueBase Database · checked Sep 26, 2026
12	Clark & Company Wealth Management	Indirect evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	1-10	6 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 26, 2026
13	Culov Wealth Management	Indirect evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 26, 2026
14	Dougherty & Associates Financial Advisors, INC	Partial evidence	Buffalo, MN, United StatesHQ checked Sep 26, 2026	1-10	4 contacts →
	Partial evidence “We are professionals who help individuals manage their finances by providing advice on money issues such as investments, insurance, mortgages, college savings, estate planning…” Source: RevenueBase Database · checked Sep 26, 2026
15	Noble Wealth Partners, INC	Indirect evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	11-50	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 26, 2026
16	Invictus Advisory Services	Indirect evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	11-50	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 26, 2026
17	Excelsior Financial, LLC	Indirect evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	1-10	3 contacts →
	Indirect evidence “Excelsior Financial specializes in financial services.” Source: RevenueBase Database · checked Sep 26, 2026
18	Northeast Retirement Plan Advisors	Partial evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	1-10	3 contacts →
	Partial evidence “Northeast Retirement Plan Advisors provides an unbiased mix of investment options, education and personalized guidance to help your employees pursue their retirement goals.” Source: RevenueBase Database · checked Sep 26, 2026
19	Snowden Lane Partners Magnolia Wealth Advisors	Indirect evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	51-200	2 contacts →
	Indirect evidence “We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you.” Source: RevenueBase Database · checked Sep 26, 2026
20	Miller Gesko INC	Partial evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	11-50	2 contacts →
	Partial evidence “Miller Gesko is an investment advisory company that offers sound investment advice, excellent financial products, expert counseling and other services.” Source: RevenueBase Database · checked Sep 26, 2026
21	Weir Financial Resources	Indirect evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	1-10	2 contacts →
	Indirect evidence “WFR is a financial planning firm offering information, ideas and solutions for Executive Benefits, Business Continuation and Private Wealth Planning.” Source: RevenueBase Database · checked Sep 26, 2026
22	Georgetown Capital Group	Indirect evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	11-50	1 contacts →
	Indirect evidence “Georgetown Capital Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Source: RevenueBase Database · checked Sep 26, 2026
23	Thoughtful Plan INC	Indirect evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	1-10	1 contacts →
	Indirect evidence “Dedicated to making your money work as hard as it can and with your best interests in mind.” Source: RevenueBase Database · checked Sep 26, 2026
24	Abaya Wealth Management LLC	Indirect evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 26, 2026
25	Trinity Wealth Advisors	Indirect evidence	Buffalo, NY, United StatesHQ checked Sep 26, 2026	1-10	1 contacts →
	Indirect evidence “Our company and its affiliates are established leaders in the financial services industry.” Source: RevenueBase Database · checked Sep 26, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment consulting firms.
Partial evidence: Its own public description names part of investment consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 39 investment consulting firms based in Buffalo, United States

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Investment consulting firms based in Buffalo, United States at a glance

As of Sep 26, 2026

52.2%Verified-email coverage

5.9Average contacts per company

1-10Median size (employees)

Sep 26, 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 39 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Buffalo, United States whose own description of what they do matches “investment consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among investment consulting firms, and records with no verified work email. Companies headquartered outside Buffalo are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 120 across the full list. 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 September 26, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Investment consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many investment consulting firms are there based in Buffalo, United States?

RevenueBase identified 39 investment consulting firms headquartered in Buffalo, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Courier Capital, headquartered in Buffalo, tops this list with the largest team on record.

Which city in the United States has the most investment consulting firms?

New York leads the United States with 1,047 headquartered companies, followed by Atlanta (348) and Chicago (342). Buffalo has 39.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 120 verified decision-maker contacts tracked across these 39 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 26, 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 Smart Search, 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.