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 portfolio management and financial planning services, providing both discretionary and non‑discretionary management, individualized Investment Policy Statements, and access to third‑party model management platforms. The firm’s brochure identifies Individuals and High‑Net‑Worth Individuals as target client types, but it reported zero assets under management and no client accounts as of December 2025. BRWA’s investment approach emphasizes ETF‑focused, long‑term strategies grounded in fundamental analysis and modern portfolio theory, while noting the potential use of short‑term trading and options strategies where suitable. Advisors tailor portfolios to clients’ goals and risk tolerances, may employ third‑party model portfolios through MMPs, and offer financial planning that can be provided complementary to ongoing portfolio management. Distinctive aspects include its common ownership with Buffalo Run Accounting and Buffalo Run Tax and Financial, an affiliation that the brochure discloses may lead to cross‑referral opportunities and bundled tax/accounting services and presents potential conflicts of interest. The firm also requires clients to use the Altruist custodian and highlights a credentialed advisory team (including CFA and CFP/ChFC designations) alongside disclosures about insurance licensing and related conflicts.

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.

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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