Independent Solutions Wealth Management, LLC

Independent Solutions Wealth Management, LLC (CRD# 144733) is a financial advisory firm headquartered in Williamsville, NY. They manage $260,401,524 in 2,244 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    260
    MILLION
  • Total Number of Accounts
    2,244
    ACCOUNTS
  • Average Account Value
    $116,043
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, LA, MN, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA

Financial Advisors at Independent Solutions Wealth Management, LLC
Showing 1 - 10 of 20 top financial advisors.
1
Scot B. Ahearn
CRD#: 1620029
Pittston, PA
93
Wealthminder
score

Scot Ahearn (CRD# 1620029) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Pittston, PA and has over 31 years of experience in the finance industry.

2
Jeffrey M. Fine
CRD#: 4165750
6631 Main Street, Williamsville, NY 14221
93
Wealthminder
score

Jeffrey Fine (CRD# 4165750) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 17 years of experience in the finance industry.

3
John W. Haberstro
CRD#: 4754069
6631 Main Street, Suite B, Williamsville, NY 14221
93
Wealthminder
score

John Haberstro (CRD# 4754069) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 14 years of experience in the finance industry.

4
Michael P. Hoeflich
CRD#: 6058486
6631 Main Street, Suite B, Williamsville, NY 14221
93
Wealthminder
score

Michael Hoeflich (CRD# 6058486) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 5 years of experience in the finance industry.

5
David P. Mariacher
CRD#: 2626888
6631 Main Street, Suite B, Williamsville, NY 14221
93
Wealthminder
score

David Mariacher (CRD# 2626888) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 22 years of experience in the finance industry.

6
Ronald J. Reinstein
CRD#: 4976130
6631 Main Street, Suite B, Williamsville, NY 14221
93
Wealthminder
score

Ronald Reinstein (CRD# 4976130) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 12 years of experience in the finance industry.

7
Susannah M. Ryan
CRD#: 5229296
6631 Main Street, Suite B, Williamsville, NY 14221
93
Wealthminder
score

Susannah Ryan (CRD# 5229296) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 9 years of experience in the finance industry.

8
Michael F. Zimmer
CRD#: 5762507
6631 Main Street, Suite B, Williamsville, NY 14221
93
Wealthminder
score

Michael Zimmer (CRD# 5762507) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 6 years of experience in the finance industry.

9
Thomas Cannavo
CRD#: 6426858
6631 Main Street, Suite B, Williamsville, NY 14221
90
Wealthminder
score

Thomas Cannavo (CRD# 6426858) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 3 years of experience in the finance industry.

10
Craig Cicardo
CRD#: 6591015
Forked River, NJ
88
Wealthminder
score

Craig Cicardo (CRD# 6591015) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Forked River, NJ and has over 2 years of experience in the finance industry.

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