L&M Wealth Management
“I recently closed out the last of the account to consolidate it with some others, and Julie and her team were so helpful, and followed up with all the details very quickly.”
Best Financial Advisors in Amherst, NY
15 firms listed · 10 in Amherst · 1 open weekends · 7 rated 4.5+ · 3 show a license
Data verified October 21, 2026
The ZLC Group, Cpa's
“I have had the pleasure of having Ed do my business and personal taxes for the last 4 years.”
Spectrum Wealth Management
“I have been very happy with their services.”
HD Financial Specialists
“His attention to detail was outstanding, and thanks to his expertise, he not only saved us a significant amount of money but also provided valuable insights for future planning”
Moshides Financial Group
“Such trustable, personable people that care about building a relationship with their clients!”
Level Financial Advisors
“We have been working with Level for several years and would highly recommend them.”
The 15 firms listed for Amherst, NY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Amherst, NY
Of the 15 firms we list here, 10 are in Amherst itself and 5 come from East Amherst (3, 1 mi), Williamsville (1, 3 mi) and Buffalo (1, 9 mi). 9 of the firms on this page have a rating, from 4.0 to 5.0 across 50 reviews; 7 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are investment management (2), our location (2) and tell a friend (2). 3 show a license on their websites and 2 have a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 2 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 10 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Amherst listed here?
10 of the 15 firms are located in Amherst. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Wilcox Financial Group
“Money can be difficult to talk about; but these women make it easy and fun to discuss and plan for your financial future.”
Di Giacomo Financial
Wealth Management Services
J&S Private Wealth Management
Nottingham Advisors
Progressive Planning Services
Pathway Partners Wealth Advisors
Dopkins & Co
SC Parker
“Exceptional attention to clients needs and questions on a variety of investment options.”
Why these companies made our list
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