COURIER CAPITAL, LLC
C29
CRD 282485·SEC 801-107119·BUFFALO, NY
AUM
$3.59B
$1B+
Est. Revenue
$35.9M
@ 1% on AUM
Est. EBITDA
$10.8M
@ 30% margin
Est. Deal Value
$86.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.63B
'21 · $1.91B
'22 · $2.04B
'23 · $2.18B
'25 · $3.09B
'26 · $3.59B
'20'26
$1.63B → $3.59B▲ +120%
Client mix
| Individuals Other | 1,738 |
| Individuals High Net Worth | 356 |
| Pension Profit Sharing Plans | 45 |
| Corporations | 38 |
| Charitable Organizations | 35 |
Operations
Advisory staff (5-yr trend)
'20 · 9 advisors
'21 · 9 advisors
'22 · 8 advisors
'23 · 6 advisors
'25 · 11 advisors
'26 · 12 advisors
'20'26
9 advisors → 12 advisors▲ +33%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Custodian Candidates
Window
| Lpl Financial | 2 |
Full
| Charles Schwab | 6 |
| E*trade | 4 |
| Lpl Financial | 2 |
| Wells Fargo | 2 |
Edgar Addresses
Mailing
1114 DELAWARE AVENUEBUFFALO, NY 14209-1604
Business
1114 DELAWARE AVENUEBUFFALO, NY 14209-1604
Edgar Recent Filings
13F-HR/A2026-04-23 · 0001420506-26-000719
13F-HR2026-04-20 · 0001420506-26-000685