Fee-only adviser · Buffalo, NY
Sandhill Investment Management
Sandhill Investment Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Buffalo, New York. On its latest Form ADV, filed March 31, 2026, it reports $2.4B in regulatory assets under management, 2,044 individual clients and 14 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 129800 · SEC file 801-63194 |
| Office | 40 Fountain Plaza Suite 1300 Buffalo, NY 14202 |
| Phone | (716) 852-0279 |
| Website | www.sandhill-im.com |
| Regulatory assets under management | $2.4B ($2.1B discretionary) |
| Individual clients | 1,670 non-high-net-worth, 374 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Fixed fee, Other |
| Services | Portfolio management |
| Employees | 22 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Buffalo
- Courier Capital, LLC $3.6B
- Sterling Investment Counsel, LLC $1.0B
- Note Advisors, LLC $437M
- Sanderson Wealth Management, LLC $1.4B
- Hudson Capital Advisory, Inc. $328M
- North Woods Wealth Management $150M
See all 15 fee-only advisers in Buffalo →
Nearby
- West Seneca 1 firm
- Amherst 2 firms
- Wi 1 firm
- Williamsville 8 firms
- Orchard 3 firms
- Orchard Park 4 firms
- Getzville 2 firms
- East Amherst 1 firm
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