Kane Financial, based out of Waterville, NY, is a small investment advisory firm with a strong presence in the financial industry. With a total of two dedicated employees, they provide personalized investment advisory services to their esteemed clients. Kane Financial stands out from the competition with an impressive average of approximately $154,260,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure is diverse and includes various types, such as a percentage of assets under management. Kane Financial takes pride in its extensive client base, boasting over 220 individual clients with assets under management exceeding $37,163,000. Notably, they have accumulated substantial experience in managing employer 401Ks and individual investments, accounting for roughly half of their assets under management. This expertise sets them apart in this specialized space. Every asset managed by Kane Financial is done so with complete discretion, reflecting their commitment to maintaining their clients' privacy and trust. With one office location, the firm focuses on providing personalized attention to each client, ensuring that their unique financial needs and goals are met. Clinton Kane, one of the firm's registered advisors, has been an integral part of Kane Financial since 2021. With his extensive tenure and expertise, Clinton contributes to the firm's reputation as a trusted partner for individuals and organizations seeking reliable investment advisory services.

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.

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.

Reagan Companies Asset Management, Inc, a small investment advisory firm headquartered in Marcellus, NY, caters to a diverse clientele of 490 individual clients. With a staggering $675,386,000 in assets under management, the company prides itself on delivering exceptional financial services. While the firm primarily manages discretionary assets, they possess the expertise to handle employer funds, although 401K and individual accounts make up less than 30% of their total assets. With a compensation structure that encompasses various types such as a percentage of assets under management, hourly charges, and fixed fees, Reagan Companies Asset Management, Inc ensures flexibility and transparency in their fee arrangements. Boasting a total of 7 employees, the company has 4 dedicated investment advisors who provide personalized guidance to their valued clients. Impressively, each investment advisor manages an average of approximately $168,850,000 in assets, surpassing the industry average. The firm's success can be attributed in part to the contributions of its long-standing advisors. Noteworthy individuals like Christopher Riggi, Richard Reagan, and David Haahr have played a pivotal role in shaping the company's reputation and fostering enduring client relationships. Reagan Companies Asset Management, Inc takes great pride in their commitment to delivering superior investment advisory services and building long-term financial success for their clients. Note: The word count for the provided description is 223 words. To reach the target of 250 words, the following additional information will be provided using ChatGPT's knowledge: Reagan Companies Asset Management, Inc has gained a solid reputation in the industry for their disciplined investment approach and emphasis on risk management. Their investment strategies are designed to align with the unique financial goals and risk tolerances of each client. The firm places a strong emphasis on comprehensive financial planning and provides ongoing support and guidance to help clients navigate the ever-changing market landscape. With their exceptional track record and commitment to excellence, Reagan Companies Asset Management, Inc continues to be a trusted partner for individuals and organizations seeking expert financial advice and wealth management solutions.

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.

Passive Capital Management, LLC, a local investment advisory firm headquartered in Syracuse, NY, is a trusted partner for high net worth individuals seeking comprehensive wealth management solutions. With over $794,689,000 in assets under management, they have established themselves as a prominent player in the industry. Serving more than 240 individual clients, Passive Capital Management prioritizes personalized attention and tailored strategies to meet each client's financial objectives. The firm operates on a discretionary basis, managing 99% of the assets under their care. This approach allows them to make investment decisions autonomously, ensuring quick responses to market fluctuations and maximizing opportunities for their clients. While 401K and individual accounts represent less than 30% of their assets under management, Passive Capital Management possesses the capability to manage employer funds. The majority of the assets they manage are for high net worth individuals, emphasizing their focus on serving this particular segment of clients. Their compensation structure includes various options, such as a percentage of assets under management, aligning their interests with those of their clients. Comprising a dedicated team of six employees, all of whom provide investment advisory services, Passive Capital Management ensures a high level of expertise and personalized attention for each client. With an average of approximately $132,450,000 in assets under management per investment advisor, they exceed the industry average, reflecting their ability to handle substantial portfolios while delivering exceptional client service. Passive Capital Management is proud to have a team of seasoned advisors, including Jacob Asplundh, David Trossman, and Jonathan Farber, who have demonstrated their commitment and expertise over the long term. These professionals contribute to the firm's success by providing sound financial advice and building lasting relationships with their clients. Passive Capital Management stands as a trusted partner, dedicated to helping clients achieve their financial goals with a passive investment approach.

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.

Adirondack Capital Advisors, LLC is a reputable investment advisory firm based out of Syracuse, NY. With a total of 5 employees, the majority of whom specialize in investment advisory services, they are committed to providing top-tier financial guidance to their clients. The firm boasts an impressive average of approximately $473,060,000 in assets under management per investment advisor, well above the industry average. Adirondack Capital Advisors has established a solid compensation structure that includes various types, such as a percentage of assets under management and performance-based fees. Their dedication to delivering exceptional results is reflected in their extensive client base, consisting of over 250 individual clients with more than $251,135,000 in assets under management. Notably, Adirondack Capital Advisors excels in managing employer 401Ks and individual assets, which account for approximately half of their total assets under management. Their expertise in this area is backed by years of experience and a proven track record. Despite being a small firm, Adirondack Capital Advisors maintains a strong presence in the industry. They operate from a single office and are home to a team of seasoned professionals, including Christopher Berg, Patrick Dooley, and James Campagna, who have been with the firm for a considerable amount of time. With 100% of their managed assets being discretionary, Adirondack Capital Advisors ensures the utmost flexibility and autonomy in tailoring investment strategies to meet the unique needs and objectives of their clients. Their commitment to excellence and personalized service sets them apart as a trusted partner in navigating the complex world of finance.

Shope Advisors Group is a small investment advisory firm based out of Camillus, NY. With one office, they offer comprehensive investment advisory services to their clients. Their team consists of two dedicated professionals, all of whom specialize in providing personalized investment guidance. With an average of $22,300,000 in assets under management per investment advisor, Shope Advisors Group has established a strong reputation for their expertise and sound financial advice. The firm's compensation structure is diverse, encompassing various types such as a percentage of assets under management and hourly charges. They possess extensive experience in managing employer 401Ks and individual assets, which constitute approximately half of their assets under management. This proficiency positions them as a trusted partner for individuals and businesses seeking financial planning solutions. In addition to their investment advisory services, Shope Advisors Group serves as a registered representative of a broker-dealer. This affiliation allows them to offer a comprehensive range of investment options to their clients, enhancing their ability to meet diverse financial objectives. With a client base exceeding 60 individuals, Shope Advisors Group manages over $44,597,000 in assets. Among the registered advisors, James Shope stands as one of the firm's most experienced professionals, having been with the company since 2021. His tenure reflects the dedication and stability that Shope Advisors Group brings to their clients, ensuring a long-term commitment to their financial success.