Retirement Plan Advisors in Erie County, NY
The top-ranked retirement plan advisors serving Erie County, NY are Bentham Wealth Advisors, Buffalo First Wealth Management, LLC and Cambridge Advisors, LLC. We list 19 retirement plan advisors serving Erie County, NY. 19 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Erie County, NY. 19 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Erie County
- BENTHAM WEALTH ADVISORS INCBased in NY
#2Buffalo First Wealth Management, LLC
BUFFALO FIRST WEALTH MANAGEMENT, LLCBased in NY#3Cambridge Advisors, LLC
CAMBRIDGE ADVISORS, LLCBased in NY#4Collins Advisors, LLC
COLLINS ADVISORS, LLCBased in Buffalo, NY#5Courier Capital, LLC
COURIER CAPITAL, LLCBased in Buffalo, NY#6Dopkins Wealth Management, LLC
DOPKINS WEALTH MANAGEMENT, LLCBased in NY#7Florian Financial Group LLC
FLORIAN FINANCIAL GROUP LLCBased in NY#8Landmark Wealth Management
BRYANT WOODS INVESTMENT ADVISORS, LLCBased in NY#9Lawley Retirement Advisors
LAWLEY RETIREMENT ADVISORS, LLCBased in Buffalo, NY#10Level Financial Advisors, Inc.
LEVEL FINANCIAL ADVISORS, INC.Based in NY
9 more providers serving this area
- Lytle Investments, NY
- Moldenhauer & Associates, Orchard Park, NY
- Northcape Wealth Management, NY
- North Woods Wealth Management, Buffalo, NY
- Nottingham Advisors Inc., NY
- Sanderson Wealth Management, LLC, Tonawanda Town, NY
- Western New York Financial Group, LLC, Buffalo, NY
- Winthrop Partners - Wny, LLC, Orchard Park, NY
- Winthrop Partners - Wpa , LLC, Orchard Park, NY
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Frequently asked questions
How many retirement plan advisors serve Erie County?
We list 19 retirement plan advisors serving Erie County, NY: 19 based there and 0 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Erie County?
The top-ranked retirement plan advisors serving Erie County, NY are Bentham Wealth Advisors, Buffalo First Wealth Management, LLC, Cambridge Advisors, LLC, Collins Advisors, LLC and Courier Capital, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Erie County are verified against official records?
10 of the top 10 match an active official record: Bentham Wealth Advisors (U.S. Securities and Exchange Commission), Buffalo First Wealth Management, LLC (U.S. Securities and Exchange Commission), Cambridge Advisors, LLC (U.S. Securities and Exchange Commission), Collins Advisors, LLC (U.S. Securities and Exchange Commission) and Courier Capital, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Erie County
Communities served
Lackawanna, Eggertsville, Tonawanda, Kenmore, Depew, Lancaster, Hamburg, University at Buffalo, East Aurora, Harris Hill, Williamsville, Grandyle Village, Springville, Highland-on-the-Lake, Sloan, Lake Erie Beach, Eden, Wanakah, Orchard Park, Akron, Elma Center, Alden, Clarence, Clarence Center, Blasdell, North Boston, Town Line, Angola, Billington Heights, Angola on the Lake, North Collins, Holland, Farnham