A complete list of active advisors currently associated with Buffalo Run Wealth Advisors LLC

Warmer can help you find a great advisor at Buffalo Run Wealth Advisors LLC or one who fits your needs even better.

Buffalo Run Wealth Advisors LLC offers ongoing portfolio management and financial planning to individual and high‑net‑worth clients, preparing individualized Investment Policy Statements and providing either discretionary or non‑discretionary management. As of December 2025 the firm reported no assets under management and no ongoing advisory accounts and operates with three advisors; it also may use third‑party model management platforms and occasionally provides complementary financial planning to portfolio clients. The firm’s investment approach combines fundamental analysis and modern portfolio theory, with a primary emphasis on ETFs and long‑term strategies while retaining the ability to employ short‑term trading and options strategies when appropriate. BRWA documents client risk tolerance and restrictions in an IPS, assists in selecting third‑party models when used, and notes that day‑to‑day decisions within those models are made by the model providers. What distinguishes BRWA from many peers is its common ownership with affiliated accounting and tax businesses, which the brochure discloses may lead to cross‑offering of tax and accounting services and related conflicts that are mitigated through disclosure and client choice. The firm also requires clients to use a specific custodian (Altruist), discloses potential receipt of soft‑dollar benefits from custodians, and presents a credentialed advisory team (including CFA and CFP designations and an insurance license) that shapes its service mix and conflict disclosures.

To learn more about the advisors currently working at Buffalo Run Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.