{"id":23,"date":"2026-09-18T14:00:00","date_gmt":"2026-09-18T14:00:00","guid":{"rendered":"http:\/\/blogs.room-vu.com\/mamunrealestate-com\/2026\/09\/18\/buffalos-top-ranked-financial-planning-firms-2026\/"},"modified":"2026-09-18T14:00:00","modified_gmt":"2026-09-18T14:00:00","slug":"buffalos-top-ranked-financial-planning-firms-2026","status":"publish","type":"post","link":"https:\/\/www.mamunrealestate.com\/blog\/2026\/09\/18\/buffalos-top-ranked-financial-planning-firms-2026\/","title":{"rendered":"Buffalo&#8217;s Top Ranked Financial Planning Firms, 2026"},"content":{"rendered":"<div class=\"roomvu-news-container\">\n<p>When looking at Buffalo&#039;s top financial planning firms by assets under management\u2014Equitable Advisors leading with $20.1B, followed by Merrill Lynch at $19B, Morgan Stanley at $11.78B, UBS at $9B, and Wells Fargo at $4.5B\u2014it&#039;s clear our region offers robust financial expertise. As someone who helps clients navigate real estate decisions every day, I know how important it is to have trusted professionals on your team, whether you&#039;re investing in property or planning for your financial future. The right guidance makes all the difference when maximizing your equity and achieving your goals.<\/p>\n<p>\t<a class=\"roomvu-news-continue\" href=\"https:\/\/www.bizjournals.com\/buffalo\/subscriber-only\/2026\/08\/07\/largest-financial-planning-firms-in-buffalo-2026.html\"><\/p>\n<div>Continue to full article<\/div>\n<p>\t<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>When looking at Buffalo&#039;s top financial planning firms by assets under management\u2014Equitable Advisors leading with $20.1B, followed by Merrill Lynch at $19B, Morgan Stanley at $11.78B, UBS at $9B, and Wells Fargo at $4.5B\u2014it&#039;s clear our region offers robust financial expertise. As someone who helps clients navigate real estate decisions every day, I know how [&hellip;]<\/p>\n","protected":false},"author":240,"featured_media":58,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-23","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-latest-posts"],"_links":{"self":[{"href":"https:\/\/www.mamunrealestate.com\/blog\/wp-json\/wp\/v2\/posts\/23","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.mamunrealestate.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.mamunrealestate.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.mamunrealestate.com\/blog\/wp-json\/wp\/v2\/users\/240"}],"replies":[{"embeddable":true,"href":"https:\/\/www.mamunrealestate.com\/blog\/wp-json\/wp\/v2\/comments?post=23"}],"version-history":[{"count":0,"href":"https:\/\/www.mamunrealestate.com\/blog\/wp-json\/wp\/v2\/posts\/23\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.mamunrealestate.com\/blog\/wp-json\/wp\/v2\/media\/58"}],"wp:attachment":[{"href":"https:\/\/www.mamunrealestate.com\/blog\/wp-json\/wp\/v2\/media?parent=23"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.mamunrealestate.com\/blog\/wp-json\/wp\/v2\/categories?post=23"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.mamunrealestate.com\/blog\/wp-json\/wp\/v2\/tags?post=23"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}