Post Resch Tallon Group is a small investment advisory firm based out of Pittsford, NY, with one office. With a team of five employees, four of whom provide investment advisory services, they offer expert guidance to help clients achieve their financial goals. The firm manages an average of approximately $54,080,000 in assets per investment advisor, which falls within the industry average. Post Resch Tallon Group's compensation structure includes various types, such as a percentage of assets under management, ensuring their interests align with those of their clients. They have established a strong presence in the employer 401K and individual market, with these sources accounting for roughly half of their assets under management. This expertise has contributed to their success and reputation in the industry. An impressive 94% of the assets they manage are discretionary, giving clients the peace of mind that their investments are in capable hands. With over 300 individual clients, Post Resch Tallon Group oversees more than $216,324,000 in assets under management, demonstrating their ability to attract and retain a substantial client base. Among their accomplished team is James Fischer, one of the firm's longest-tenured registered advisors, who has been with Post Resch Tallon Group since 2022. His extensive experience and dedication further enhance the firm's commitment to providing exceptional investment advisory services. Post Resch Tallon Group's mission is to deliver personalized and comprehensive financial guidance, tailored to each client's unique needs. Through their expertise and unwavering commitment to client satisfaction, they strive to build long-lasting relationships and help individuals and organizations achieve financial success.

Novem Group is a highly reputable regional investment advisory firm headquartered in Rochester, NY. With over 1,420 individual clients and an impressive $1,072,750,000 in assets under management, they have established themselves as trusted financial partners. Operating across nine offices, Novem Group caters to a diverse range of clients, managing assets sourced from employer 401Ks and individuals, which comprise about half of their total portfolio. Their extensive experience in this sector has solidified their expertise in providing comprehensive investment solutions. Notably, Novem Group manages 77% of their assets on a discretionary basis, demonstrating their astute decision-making and commitment to delivering optimal results. Their compensation structure is multifaceted, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. With a dedicated team of 57 employees, all providing investment advisory services, Novem Group ensures personalized attention and high-quality support for their clients. The investment advisors at Novem Group boast an impressive average of approximately $18,820,000 in assets under management per advisor, exemplifying their ability to handle substantial portfolios. Among the notable advisors at the firm are Timothy Gerlach, Cynthia Deal, and James Wood, who have contributed significantly to the company's longstanding success. Novem Group's commitment to excellence, comprehensive services, and a seasoned team of professionals have positioned them as a premier investment advisory firm in the Rochester area and beyond.

Onegroup Wealth Partners, Inc., a small investment advisory firm headquartered in Syracuse, NY, is dedicated to providing comprehensive wealth management services. With a team of six talented professionals, including three experienced investment advisors, they offer personalized financial strategies tailored to meet the unique needs of their clients. The firm manages a substantial portfolio, with an average of $39,330,000 in assets under management per investment advisor. Onegroup Wealth Partners, Inc. prides itself on its diverse compensation structure, offering clients flexibility in selecting the most suitable arrangement. Their compensation options include a percentage of assets under management, fixed fees, and hourly charges. The firm's clientele consists of over 70 individual investors, with more than $37,205,000 in assets under management. Their primary focus is on serving high-net-worth individuals, although they also handle 401K and individual accounts, which collectively represent less than 30% of their assets under management. Boasting a 100% discretionary asset management approach, Onegroup Wealth Partners, Inc. possesses the expertise to handle employer funds in addition to individual portfolios. The firm operates from six offices and is home to several seasoned advisors, including Anthony Van Ore, Angela Carlson, and Todd Mathison, who bring extensive experience and deep industry knowledge to their clients. Onegroup Wealth Partners, Inc. is committed to delivering exceptional financial guidance and ensuring their clients' long-term prosperity.

FMF&E Wealth Management, LLC, headquartered in Syracuse, NY, is a small investment advisory firm with a solid reputation in the industry. With a team of four dedicated professionals, three of whom specialize in providing expert investment advisory services, FMF&E Wealth Management is committed to helping their clients achieve their financial goals. With an average of approximately $62,210,000 in assets under management per investment advisor, FMF&E Wealth Management maintains an average level of assets compared to industry standards. Their compensation structure includes various types, such as a percentage of assets under management, ensuring that their interests align with those of their clients. Catering to over 200 individual clients, FMF&E Wealth Management manages a substantial portfolio of over $316,559,000 in assets. Their expertise lies primarily in managing the assets of high-net-worth individuals, although they also possess the capability to handle employer funds, despite 401(k) and individual accounts representing less than 30% of their assets under management. As a fully discretionary asset management firm, FMF&E Wealth Management possesses the authority to make investment decisions on behalf of their clients without requiring prior approval. Their dedication to providing personalized financial solutions has earned them a loyal client base. The firm is proud of its longstanding advisors, including Jeffrey Campbell, April Mueller, and Christopher Gardner, who bring extensive experience and expertise to their respective roles. With one office serving their clients in Syracuse, NY, FMF&E Wealth Management continues to deliver exceptional financial advisory services tailored to meet the unique needs of each individual client.

Rialto Wealth Management, a small investment advisory firm based out of Syracuse, NY, caters to a select group of high net worth individuals. With over 70 individual clients and assets under management totaling $218,567,000, Rialto specializes in discretionary management, with 99% of their assets falling under this category. While 401K and individual accounts constitute less than 30% of their assets, the firm possesses the expertise to manage employer funds. Comprising a team of four dedicated professionals, Rialto Wealth Management offers personalized investment advisory services. Three of their employees focus on providing expert guidance, averaging an impressive $72,860,000 in assets under management per investment advisor, in line with industry standards. The compensation structure at Rialto includes various options, such as a percentage of assets under management and fixed fees, ensuring a flexible and transparent approach for clients. Rialto Wealth Management boasts a strong roster of experienced advisors, including Michael Antonacci, Edward Barno, and Ethan Gilbert, who have demonstrated their commitment and expertise over the years. With their deep knowledge of the financial landscape and a client-centric approach, Rialto provides tailored investment strategies to help their affluent clientele achieve their financial goals. Operating from a single office in Syracuse, Rialto Wealth Management is committed to delivering exceptional service and building long-lasting relationships with their clients. Through their meticulous attention to detail and comprehensive investment solutions, Rialto stands as a trusted partner for high net worth individuals seeking effective wealth management strategies.

Armbruster Capital Management, Inc., based out of Pittsford, NY, is a leading local investment advisory firm with a track record of success. With over 170 individual clients and a staggering $670,479,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Their expertise extends beyond individual and 401K accounts, as they possess the capability to effectively manage employer funds. A remarkable 94% of the assets they oversee are discretionary, reflecting their clients' confidence in the firm's investment strategies. Armbruster Capital Management, Inc. primarily caters to high net worth individuals, whose portfolios make up the majority of their managed assets. The firm's compensation structure is diverse, incorporating various methods, such as a percentage of assets under management. With a team of 7 dedicated employees, all of whom provide exceptional investment advisory services, Armbruster Capital Management, Inc. ensures that each client receives personalized attention and tailored solutions. On average, their investment advisors manage approximately $95,780,000 in assets, aligning with the industry average. Notably, the firm boasts a team of seasoned advisors, including Craig Julien, Tarryn Rozen, and Mark Armbruster, who have been with the company for an extended period, contributing to the firm's wealth of knowledge and experience. Armbruster Capital Management, Inc. continues to thrive as a reputable and client-focused investment advisory firm, committed to delivering excellent results and preserving their clients' wealth for generations to come.

Rockbridge Investment Management, LLC is a reputable local investment advisory firm headquartered in Syracuse, NY, with an additional office location. With a team of 19 highly skilled professionals, 14 of whom specialize in providing top-notch investment advisory services, the company boasts a strong presence in the financial industry. On average, each investment advisor manages approximately $90,210,000 in assets under management, placing them on par with industry standards. The firm offers a flexible compensation structure, accommodating various client preferences. This includes earning a percentage of the assets under management, hourly charges, and fixed fees. While 401K and individual accounts constitute less than 30% of their total assets under management, Rockbridge Investment Management, LLC has the expertise and capacity to effectively oversee employer funds. An impressive 97% of the assets they handle are discretionary, showcasing their clients' trust in their decision-making capabilities. Rockbridge Investment Management, LLC has amassed a substantial client base, serving over 1,130 individual clients with a combined total of more than $1,262,909,000 in assets under management. The firm takes pride in its team of experienced advisors, including Kevin Sullivan, Adam Gagas, and David Carroll, who have established long-standing tenures with the company. With their extensive knowledge and dedication, these advisors ensure that clients receive expert guidance tailored to their unique investment goals and objectives. Overall, Rockbridge Investment Management, LLC exemplifies a leading investment advisory firm in Syracuse, NY, providing comprehensive services and generating favorable results for their discerning clientele.

Cooper/Haims Advisors, LLC, headquartered in Victor, NY, is a well-established local investment advisory firm with a strong presence in the financial industry. With one office location, they have positioned themselves as a trusted partner for individuals seeking comprehensive wealth management solutions. Led by a team of experienced professionals, Cooper/Haims Advisors, LLC boasts a total of 13 dedicated employees, 9 of whom specialize in providing expert investment advisory services. The firm's advisors have an impressive track record, demonstrating their commitment to delivering personalized strategies that align with their clients' financial goals. With an average of approximately $97,870,000 in assets under management per investment advisor, Cooper/Haims Advisors, LLC maintains a solid standing within the industry. Their compensation structure is designed to cater to diverse client needs, incorporating various types of fees such as a percentage of assets under management, hourly charges, and fixed fees. A notable aspect of the firm's portfolio management approach is that 82% of the assets they manage are discretionary, allowing them to exercise informed decision-making on behalf of their clients. Cooper/Haims Advisors, LLC primarily focuses on high-net-worth individuals, effectively managing the financial interests of over 210 individual clients with a total of $880,842,000 in assets under management. The firm takes pride in its experienced team, including Andrew Wong, Daniel Jones, and Brian Roes, who are some of the longest-tenured advisors at Cooper/Haims Advisors, LLC. Their expertise and dedication further strengthen the firm's ability to deliver exceptional wealth management services tailored to the unique needs of each client.

Seaway Advisors, based out of Fairport, NY, is a small investment advisory firm specializing in providing comprehensive financial solutions to individuals and employer 401Ks. With a total of 3 employees, including 2 dedicated investment advisors, Seaway Advisors offers personalized services tailored to meet the unique needs and goals of their clients. With an average of approximately $49,290,000 in assets under management per investment advisor, Seaway Advisors maintains a solid track record in managing their clients' wealth effectively. Their compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and alignment of interests with their clients. Seaway Advisors boasts a diverse clientele, with over 60 individual clients entrusting them with more than $36,963,000 in assets under management. Their strong experience in handling employer 401Ks and individual investments has earned them a reputable position in the industry. Moreover, Seaway Advisors manages 100% of their clients' assets on a discretionary basis, allowing for efficient decision-making and timely adjustments in response to market conditions. Operating from a single office location, Seaway Advisors prioritizes building long-term relationships with their clients based on trust, integrity, and sound financial advice. By combining their expertise, personalized approach, and commitment to client success, Seaway Advisors aims to help individuals and businesses achieve their financial objectives and secure a prosperous future.

Pinnacle Capital Management, LLC is a local investment advisory firm based out of East Syracuse, NY. With its main office in the area, Pinnacle Capital Management serves as a trusted resource for individuals and employer 401K plans seeking expert financial guidance. With a dedicated team of six professionals, five of whom specialize in providing comprehensive investment advisory services, the firm delivers personalized strategies tailored to each client's unique needs. Drawing upon their extensive knowledge and experience, Pinnacle Capital Management manages an impressive average of approximately $45,910,000 in assets under management per investment advisor. This places them in line with the industry average and showcases their ability to handle a diverse range of portfolios. Pinnacle Capital Management employs a compensation structure that includes various methods, such as a percentage of assets under management. Notably, nearly half of the firm's assets under management originate from employer 401K plans and individual investors, highlighting their excellent track record in this space. As an indicator of their expertise and the trust they have garnered, Pinnacle Capital Management boasts a sizable client base of over 360 individuals. With over $229,570,000 in assets under management, they have successfully built lasting relationships based on sound financial advice and consistent performance. Impressively, 80% of the assets Pinnacle Capital Management oversees are discretionary, enabling them to make informed investment decisions on behalf of their clients. This discretionary authority reflects their commitment to actively manage portfolios and seize opportunities that align with their clients' financial goals. Overall, Pinnacle Capital Management, LLC stands out as a respected local investment advisory firm, offering personalized financial solutions, managing significant assets, and delivering exceptional service to their clients in East Syracuse, NY, and beyond.

Karpus Investment Management, based out of Pittsford, NY, is a highly regarded local investment advisory firm. With two offices and a team of 41 dedicated professionals, they offer comprehensive investment advisory services. Out of their total workforce, 19 employees focus specifically on providing top-notch investment advice. Their impressive average of approximately $181,840,000 in assets under management per investment advisor surpasses the industry average, reflecting their expertise and success in managing client portfolios. Karpus Investment Management employs a diverse compensation structure, including a percentage of assets under management. Although their assets under management are predominantly derived from sources other than 401K and individual accounts, they possess the capability to effectively manage employer funds. Remarkably, all the assets they manage are handled on a discretionary basis, providing clients with a hands-off and professional investment experience. With an extensive client base, Karpus Investment Management serves over 1,000 individual clients who entrust them with a substantial $3,454,920,000 in assets under management. The firm boasts a team of experienced advisors, including industry veterans David Angeline, David D'Ambrosio, and Michael Donnelly, who have been with the company for an extended period, contributing their wealth of knowledge and expertise to their clients' financial success. Karpus Investment Management's commitment to exceptional service, coupled with their impressive track record and highly qualified team, solidifies their reputation as a leading investment advisory firm in the Pittsford area. Their focus on delivering personalized investment strategies and their ability to consistently outperform industry benchmarks have earned them the trust and loyalty of their clients.