Anchor Capital Management, LLC, based out of Ithaca, NY, is a small investment advisory firm dedicated to providing personalized financial solutions. With a total of three highly skilled employees, the company specializes in investment advisory services, catering to a diverse client base. On average, each investment advisor manages approximately $89,130,000 in assets under management, aligning with the industry average. The compensation structure at Anchor Capital Management, LLC encompasses various types, including a percentage of assets under management. This allows the firm to maintain a transparent and mutually beneficial relationship with their clients. With over 30 individual clients and assets under management exceeding $37,503,000, the company has proven its competence in handling diverse portfolios. Notably, Anchor Capital Management, LLC demonstrates substantial expertise in managing employer 401Ks and individual assets, which constitute approximately half of their total assets under management. Their extensive experience in this sector positions them as a reliable partner for those seeking retirement planning and investment advice. Operating with a discretionary approach, Anchor Capital Management, LLC offers a hands-on and proactive approach to wealth management. Their commitment to client satisfaction is further exemplified by their long-standing registered advisor, Anne Chernish, who has been with the firm since 2008. With an office in Ithaca, NY, Anchor Capital Management, LLC is well-positioned to serve the financial needs of individuals and businesses in the local community and beyond.

Fingerlakes Wealth Management, Inc., a small investment advisory firm headquartered in Ithaca, NY, specializes in providing comprehensive wealth management solutions. With three dedicated professionals, the firm offers personalized investment advisory services to a diverse clientele. Boasting an impressive track record, Fingerlakes Wealth Management manages an average of $433,430,000 in assets per investment advisor, surpassing industry standards. Their compensation structure caters to clients' needs, incorporating various methods such as a percentage of assets under management, fixed fees, and performance-based fees. With over 420 individual clients and a total of $147,868,000 in assets under management, the firm has established a strong presence in the financial market. Notably, a significant portion of their assets under management comes from employer 401Ks and individual investors, showcasing their expertise in this realm. All assets managed by Fingerlakes Wealth Management are under their discretion, allowing them to make informed investment decisions aligned with their clients' financial goals. Their success can be attributed to a team of experienced professionals, including Susan McCormick, Marshall McCormick, and Melissa Vanderhoof, who have been instrumental in driving the firm's growth. As an established firm with an excellent reputation, Fingerlakes Wealth Management continues to deliver exceptional service to its clients. With their focus on tailored wealth management solutions and extensive industry expertise, they strive to help individuals and organizations navigate the complex world of investments while safeguarding their financial future.

Genesee Capital Advisors, LLC, a small investment advisory firm based out of Auburn, NY, serves a diverse clientele consisting of over 370 individual clients. With a commendable track record, they oversee a substantial $287,158,000 in assets under management. Their expertise lies in managing employer 401Ks and individual portfolios, constituting approximately half of their assets. The firm's dedication to providing excellent service is evident as 98% of the assets they handle are under their discretionary management. Operating from a single office, Genesee Capital Advisors, LLC boasts a team of four skilled professionals, two of whom specialize in investment advisory services. This focused approach allows them to allocate an average of $143,580,000 in assets per investment advisor, surpassing the industry standard. Among the key contributors to the firm's success, Michael Hearn and Ryan Pine stand out as the longest tenured registered advisors. Genesee Capital Advisors, LLC offers a flexible compensation structure tailored to meet clients' needs. Their options include charging a percentage of assets under management, implementing hourly fees, and fixed charges. This variety allows them to accommodate clients with different financial requirements and investment goals. With a solid reputation and a commitment to delivering personalized financial advice, Genesee Capital Advisors, LLC has established itself as a trusted partner in helping clients grow and protect their wealth.

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.

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.

Milestones Private Investment Advisors LLC, based out of Fairport, NY, is a reputable small investment advisory firm catering to the financial needs of high net worth individuals. With over 170 individual clients and a total of $149,847,000 in assets under management, they provide personalized investment advice and wealth management solutions. Milestones Private Investment Advisors LLC operates from a single office and has a team of three dedicated professionals, two of whom are experienced investment advisors. Their diverse compensation structure allows clients to choose from various options, including a percentage of assets under management, hourly charges, and fixed fees. While their portfolio includes a range of investment accounts, including 401Ks and individual accounts, these represent less than 30% of the assets managed. However, the firm does possess the expertise to effectively manage employer funds. Notably, 54% of the assets they manage are discretionary, indicating a high level of trust placed in their investment strategies. Milestones Private Investment Advisors LLC's investment advisory services demonstrate a track record of success, with an average of $74,920,000 in assets under management per investment advisor, aligning with the industry average. Within the firm, Heather Proctor and Mark Buscher are recognized as two of the longest-tenured registered advisors, showcasing their extensive experience and commitment to client satisfaction. With a focus on delivering tailored investment solutions and a proven ability to preserve and grow their clients' wealth, Milestones Private Investment Advisors LLC stands as a reliable partner for individuals seeking comprehensive and effective financial guidance.

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.

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.

Manning & Napier Advisors, LLC, based out of Fairport, NY, is a leading regional investment advisory firm with over 1,650 individual clients and a remarkable $17,037,863,000 in assets under management. With four strategically located offices, the firm caters to a diverse range of clients, offering personalized financial solutions tailored to meet their unique investment goals. In addition to their comprehensive portfolio management services, Manning & Napier Advisors, LLC specializes in serving as a commodity pool operator or commodity trading advisor, ensuring their clients have access to a wide range of investment options. While their 401K and individual accounts account for less than 30% of their total assets under management, the firm possesses the expertise and capabilities to effectively manage employer funds. With a commitment to delivering exceptional service and generating favorable investment outcomes, Manning & Napier Advisors, LLC operates under a discretionary management model. Their compensation structure includes various types, with a percentage of assets under management being one of the key components. Employing a dedicated team of 251 professionals, including 150 experienced investment advisors, Manning & Napier Advisors, LLC boasts an average of approximately $113,590,000 in assets under management per investment advisor, aligning with industry standards. The firm takes pride in the tenure of its advisors, with notable individuals like James Herbst, Robert Conrad, and Craig Abbott contributing their extensive expertise and insight to the company's success. Overall, Manning & Napier Advisors, LLC stands as a trusted partner for individuals and institutions seeking comprehensive investment advisory services, ensuring their clients' financial well-being and growth.

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.

New Horizon Financial Strategies, LLC is a trusted investment advisory firm based in Ithaca, NY. With a team of six dedicated professionals, including five experienced investment advisors, they provide comprehensive financial strategies to individuals and employers. Their average assets under management per investment advisor amount to approximately $48,000,000, placing them on par with industry standards. With over 160 individual clients, New Horizon Financial Strategies manages a robust portfolio of assets totaling more than $58,457,000. Their expertise shines in managing employer 401Ks and individual accounts, which collectively contribute to approximately half of their assets under management. This experience positions them as a reliable partner for both employers and individuals seeking expert guidance in maximizing their financial growth. New Horizon Financial Strategies boasts an impressive 87% of discretionary assets under management, demonstrating their proficiency in actively managing investments to meet clients' unique goals and risk tolerances. This commitment to personalized and hands-on service sets them apart from the competition. Located in Ithaca, NY, New Horizon Financial Strategies serves the local community from their well-established office. The firm takes pride in its long-tenured advisors, including Kevin Tarnovski, Angela Oneill, and Paul Strebel, who contribute their extensive knowledge and expertise to ensure clients receive the highest quality financial advice. New Horizon Financial Strategies offers a diverse compensation structure that includes a percentage of assets under management, ensuring their interests align with the success of their clients' investments. As a reputable investment advisory firm, they are dedicated to empowering their clients to reach new financial horizons through well-informed and strategic decision-making.