Company lists · Data refreshed September 2026

Top 13 Investment firms based in Buffalo, United States

RevenueBase identified 25 investment firms headquartered in Buffalo, United States as of September 2026 and tracks 148 professional contacts across them, including 80 with verified work emails. New York is the largest hub.

This list covers investment 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
25Companies
148Contacts tracked
80Verified emails
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The 13 largest investment firms based in Buffalo, United States

Ranked by team size
Top 13 of 25 investment firms based in Buffalo, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Sanderson Wealth ManagementIndirect evidence
Buffalo, NY, United StatesHQ checked Sep 4, 202611-5028

“Since 2001, Sanderson Wealth Management has provided comprehensive financial services exclusively to high-net-worth individuals and families.”

Source: company website · checked Sep 4, 2026
2Buffalo, NY, United StatesHQ checked Sep 4, 202611-5022

“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: company website · checked Sep 4, 2026
3
Trubee Wealth AdvisorsStrong evidence
Buffalo, NY, United StatesHQ checked Sep 4, 202611-5016

“Trubee Wealth Advisors is an investment management and financial services company.”

Source: company website · checked Sep 4, 2026
4Buffalo, NY, United StatesHQ checked Sep 4, 20261-108

“Landmark Wealth Management is a trusted, independent registered investment advisory firm dedicated to helping clients reach their financial goals.”

Source: company website · checked Sep 4, 2026
5Buffalo, NY, United StatesHQ checked Sep 4, 20261-107

“Sterling Investment Counsel, LLC is an independent, SEC Registered Investment Advisor that focuses on providing comprehensive investment management services.”

Source: company website · checked Sep 4, 2026
6Buffalo, NY, United StatesHQ checked Sep 4, 20261-106

“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: company website · checked Sep 4, 2026
7
Culov Wealth ManagementIndirect evidence
Buffalo, NY, United StatesHQ checked Sep 4, 20261-105
Source: company website · checked Sep 4, 2026
8Buffalo, MN, United StatesHQ checked Sep 4, 20261-104

“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: company website · checked Sep 4, 2026
9
Invictus Advisory ServicesIndirect evidence
Buffalo, NY, United StatesHQ checked Sep 4, 202611-503
Source: company website · checked Sep 4, 2026
10Buffalo, NY, United StatesHQ checked Sep 4, 20261-103

“Northeast Retirement Plan Advisors provides an unbiased mix of investment options, education and personalized guidance to help your employees pursue their retirement goals.”

Source: company website · checked Sep 4, 2026
11Buffalo, NY, United StatesHQ checked Sep 4, 202651-2002

“We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you.”

Source: company website · checked Sep 4, 2026
12
Miller Gesko INCStrong evidence
Buffalo, NY, United StatesHQ checked Sep 4, 202611-502

“Miller Gesko is an investment advisory company that offers sound investment advice, excellent financial products, expert counseling and other services.”

Source: company website · checked Sep 4, 2026
13
Georgetown Capital GroupIndirect evidence
Buffalo, NY, United StatesHQ checked Sep 4, 202611-501

“Georgetown Capital Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.”

Source: company website · checked Sep 4, 2026

Showing 13 of 25 investment firms based in Buffalo, United States

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Investment firms based in Buffalo, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
16
11-50
7
51-200
2

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Buffalo, over 25 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 firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment 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 an evidence 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, 80 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 4, 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 firms by metro in the United States

Frequently asked

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

RevenueBase identified 25 investment 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?

Sanderson Wealth Management, headquartered in Buffalo, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 80 verified decision-maker contacts tracked across these 25 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 4, 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.