Seneca Financial Advisors LLC is a reputable investment advisory firm based out of Rochester, NY. With a strong local presence, they operate from three offices, offering comprehensive financial guidance to clients. With a total of 19 employees, including six dedicated investment advisors, Seneca Financial Advisors LLC is well-equipped to meet the diverse needs of their clientele. The firm manages an average of approximately $86,750,000 in assets under management per investment advisor, a figure that aligns with the industry average. Seneca Financial Advisors LLC employs a flexible compensation structure, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and flexibility in their client relationships. While 401K and individual accounts make up less than 30% of their assets under management, Seneca Financial Advisors LLC possesses the expertise and capability to effectively manage employer funds. A noteworthy 89% of the assets they handle are discretionary, indicating a high level of trust and confidence placed in the firm by their clients. The firm predominantly serves high-net-worth individuals, catering to over 170 individual clients with an impressive $520,500,000 in assets under management. Seneca Financial Advisors LLC takes pride in their experienced team, boasting some of the longest-tenured advisors in the industry, including Elizabeth Raabe, Scott Lefebre, and G. Votava, Jr. These seasoned professionals bring a wealth of knowledge and expertise to guide clients towards achieving their financial goals. Seneca Financial Advisors LLC is committed to providing personalized and reliable financial advice, helping clients navigate the complexities of wealth management and investment strategies. With a track record of success and a client-centric approach, they are a trusted partner for individuals seeking comprehensive financial planning services.

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.

IBN Advisory Services, Inc., a small investment advisory firm located in Liverpool, NY, has been serving clients since its establishment. With a team of seven dedicated professionals, including four investment advisors, they provide comprehensive investment advisory services to a diverse clientele. The firm boasts an average of $92,980,000 in assets under management per investment advisor, aligning closely with the industry average. Their compensation structure is designed to reward their advisors for their performance, including a percentage of the assets under management. Ibn Advisory Services, Inc. manages over $155,186,000 in assets, serving a clientele of more than 1,680 individuals. Impressive experience in managing employer 401Ks and individual assets has positioned them as a reliable choice in this sector. Notably, all of the assets they handle are discretionary, providing clients with a high level of trust and confidence. Apart from their investment advisory services, Ibn Advisory Services, Inc. also offers insurance brokerage and agent services. With one office serving as their headquarters, the firm has established a strong presence in the Liverpool area. The team at Ibn Advisory Services, Inc. includes several seasoned advisors who have demonstrated long-standing dedication to their clients. Advisors like Austin King, Robert Star, and James Van Grouw bring a wealth of expertise and knowledge to the firm, ensuring that clients receive exceptional guidance and support. Overall, Ibn Advisory Services, Inc. stands as a reputable and reliable investment advisory firm, providing tailored financial solutions to meet the unique needs of their clients in Liverpool, NY, and beyond.

Generation Capital Management LLC, based out of Pittsford, NY, is a small investment advisory firm specializing in providing personalized financial services to individual clients. With a team of five dedicated professionals, including one investment advisor, they deliver comprehensive wealth management solutions tailored to meet their clients' unique needs. With an average of approximately $75,290,000 in assets under management per investment advisor, Generation Capital Management LLC maintains a competitive standing within the industry. Their compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with their clients' preferences. Boasting over 130 individual clients, Generation Capital Management LLC oversees an impressive portfolio of assets under management, totaling over $840,494,000. A noteworthy aspect of their services is the discretionary management of 13% of the assets they handle, reflecting their expertise in making strategic investment decisions on behalf of their clients. Situated in Pittsford, NY, Generation Capital Management LLC operates from a single office location. The firm takes pride in its experienced and knowledgeable team, with John Howe and Scott Nasca serving as two of the longest-tenured registered advisors. Their commitment to client satisfaction and their ability to adapt to evolving market conditions position Generation Capital Management LLC as a trusted partner in achieving long-term financial goals.

Ever Green Wealth Management, LLC is a reputable investment advisory firm located in Victor, NY. With its headquarters in Victor and a single office, Ever Green Wealth Management, LLC serves a diverse clientele seeking personalized financial solutions. With a team of three dedicated professionals, one of whom specializes in providing comprehensive investment advisory services, the firm maintains an average of $48,230,000 in assets under management per investment advisor, aligning with the industry standard. Ever Green Wealth Management, LLC employs a flexible compensation structure, which includes various methods such as a percentage of assets under management. A significant portion of their assets under management is derived from employer 401Ks and individual investors, a testament to their extensive experience in these areas. The firm manages all of their clients' assets on a discretionary basis, ensuring a high level of trust and accountability. With over 250 individual clients and a robust portfolio valued at over $48,226,000, Ever Green Wealth Management, LLC has established itself as a trusted advisor in the financial industry. David Green, one of the firm's most experienced registered advisors, has been with the company since 2021, providing valuable insights and expertise to clients. Ever Green Wealth Management, LLC prides itself on offering personalized financial guidance and strives to help clients achieve their investment goals. By combining their extensive industry knowledge, experience in managing employer 401Ks and individual assets, and commitment to providing exceptional service, Ever Green Wealth Management, LLC aims to empower clients to secure their financial futures with confidence.

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.

Carosa, Stanton & Depaolo Asset Management, LLC, based out of Mendon, NY, is a distinguished investment advisory firm specializing in managing high-value assets. With a team of three talented professionals, including two dedicated investment advisors, the firm provides top-notch financial services to a diverse clientele. Their impressive average of approximately $4,949,000,000 in assets under management per investment advisor surpasses industry standards, demonstrating their exceptional expertise. Carosa, Stanton & Depaolo's compensation structure is comprehensive, incorporating various methods such as a percentage of assets under management. They proudly serve over 20 individual clients, expertly managing assets exceeding $35,544,000. Notably, their extensive experience and strong track record in handling employer 401Ks and individual assets make them a trusted choice in the industry. Operating exclusively on a discretionary basis, the firm prides itself on providing comprehensive investment solutions tailored to each client's unique goals and risk tolerance. With two offices, Carosa, Stanton & Depaolo Asset Management, LLC combines local accessibility with global financial expertise. As a small firm, they prioritize building strong relationships with their clients, offering personalized attention and sound financial advice. Their commitment to excellence, demonstrated by their high average assets under management and notable client base, sets them apart in the investment advisory field. Carosa, Stanton & Depaolo Asset Management, LLC is a trusted partner for individuals and organizations seeking exceptional financial management services.

Geovest Advisors Inc, based out of Fairport, NY, is a prominent local investment advisory firm that caters to over 110 individual clients, managing a staggering $105,299,000 in assets. With a solid track record in the industry, Geovest Advisors specializes in providing comprehensive investment solutions and financial guidance to their diverse clientele. The firm operates from a single office and offers a range of services, including acting as a commodity pool operator or commodity trading advisor, both registered and exempt from registration as required. Notably, Geovest Advisors has established a strong foothold in managing employer 401Ks and individual investment portfolios, showcasing their expertise and experience in this particular space. Impressively, 96% of the assets under Geovest Advisors' management are discretionary, indicating the level of trust their clients place in their investment strategies. The firm employs a team of six dedicated professionals, all of whom are highly skilled in delivering top-notch investment advisory services. Geovest Advisors' compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. This allows them to tailor their services to meet the unique needs and preferences of their valued clients. With an average of approximately $17,550,000 in assets under management per investment advisor, Geovest Advisors exemplifies their commitment to delivering personalized attention and exceptional financial guidance to each client they serve. As a result, they have solidified their reputation as a trusted and reliable partner in helping individuals and businesses achieve their financial goals.

J.W.Burns & Company, Inc., a reputable investment advisory firm based out of Dewitt, NY, is dedicated to providing exceptional financial services to its clients. With a total of 9 skilled employees, 6 of whom specialize in investment advisory services, the company boasts a knowledgeable team that is well-equipped to handle a diverse range of financial needs. The firm's advisors manage an average of approximately $120,900,000 in assets per advisor, which aligns with the industry average. J.W.Burns & Company, Inc. prides itself on its compensation structure, which includes various types, such as a percentage of assets under management, ensuring that its advisors have a vested interest in achieving optimal results for their clients. With over 1,010 individual clients and a total of $701,206,000 in assets under management, J.W.Burns & Company, Inc. has established a strong presence in the industry. Notably, they excel in managing employer 401Ks and individual accounts, accounting for half of their assets under management, highlighting their extensive expertise in this area. A local firm, J.W.Burns & Company, Inc. maintains two offices to better serve its clients' needs. The company takes pride in its team of long-tenured advisors, including Thaddeus Malley, Andrew Derrenbacker, and James Burns, who bring a wealth of experience and expertise to the firm. With 96% of the assets they manage being discretionary, J.W.Burns & Company, Inc. demonstrates its commitment to providing personalized and tailored investment strategies that align with each client's unique financial goals.

OMC Financial Services Ltd is a reputable investment advisory firm headquartered in Dewitt, NY. With a total of five dedicated employees, including three experienced investment advisors, they provide exceptional financial services to a diverse clientele. Their investment advisors possess extensive expertise, averaging an impressive $18,010,000 in assets under management per advisor. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients have access to personalized and suitable financial solutions tailored to their specific needs. Catering to a wide range of individuals, OMC Financial Services Ltd manages over $183,819,000 in assets, with a client base of more than 180 individuals. Notably, the majority of their managed assets are held by high-net-worth individuals. The firm boasts considerable experience in managing assets from employer 401Ks and individuals, making them well-versed in this particular area of expertise. Distinguished by their commitment to discretion, OMC Financial Services Ltd manages 100% of their clients' assets on a discretionary basis. Clients can rely on the firm's expertise to make informed investment decisions and manage their portfolios effectively. Operating from a single office, OMC Financial Services Ltd has established a strong presence in Dewitt, NY. The firm takes pride in its team of seasoned advisors, including Brian Jennings, Gregory Jennings, and Cynthia Scott, who have remained dedicated to the company, contributing to its longstanding success. With a solid track record and a client-centric approach, OMC Financial Services Ltd continues to serve as a trusted partner, helping clients navigate the complexities of the financial market and achieve their investment goals.

The Pitti Group Wealth Management, LLC is a highly reputable investment advisory firm based in Victor, NY, with two offices catering to a diverse clientele. With a team of six dedicated employees, four of whom provide expert investment advisory services, the firm delivers comprehensive wealth management solutions. The investment advisors at The Pitti Group Wealth Management, LLC demonstrate their competence by managing an average of approximately $48,090,000 in assets, aligning with industry standards. Their compensation structure offers clients a range of options, including a percentage of assets under management, hourly charges, fixed fees, and performance-based fees, providing flexibility to meet individual needs. The firm boasts a robust client base, serving over 400 individuals and managing assets exceeding $260,000,000. The Pitti Group Wealth Management, LLC's experience in managing employer 401K plans and individual accounts is evident, with approximately half of their assets under management originating from these sources. An impressive 62% of the assets they manage are under discretionary authority, showcasing their ability to make informed investment decisions on behalf of their clients. This discretionary approach allows for proactive portfolio management aligned with clients' financial goals. The Pitti Group Wealth Management, LLC takes pride in its small but highly competent team, consisting of experienced professionals in the field. Angelo Costanza, Matthew Pitti, and Anthony Pitti are among the firm's longest-tenured advisors, bringing their wealth of knowledge and expertise to the forefront. Located in Victor, NY, The Pitti Group Wealth Management, LLC continues to establish itself as a trusted partner in providing comprehensive wealth management services, ensuring the financial success and security of their valued clients.