Rooted Planning Group, based out of Corning, NY, is a local investment advisory firm providing comprehensive financial planning and investment management services. With a team of 5 dedicated professionals, they specialize in offering personalized solutions to their 190+ individual clients. Rooted Planning Group manages over $72,594,000 in assets, with an average of $2,790,000 in assets under management per investment advisor. The firm's compensation structure is diverse and includes a percentage of assets under management, ensuring their interests align with the clients' financial success. Rooted Planning Group has extensive experience in managing assets from employer 401Ks and individual portfolios, with approximately half of their assets under management originating from these sources. As a testament to their expertise, Rooted Planning Group's advisors have built a solid reputation in the industry. The firm takes pride in its long-tenured advisors, including Kerrie Beene, Amy Irvine, and Katrina Welker, who bring a wealth of knowledge and experience to the table. With three conveniently located offices, Rooted Planning Group offers accessibility and convenience to its clients. They believe in building strong, lasting relationships, placing the clients' goals and financial well-being at the forefront of their services. Rooted Planning Group manages 100% of the assets on a discretionary basis, allowing clients to entrust their investments to experienced professionals who make informed decisions on their behalf. Whether clients seek guidance for retirement planning, investment strategies, or overall financial wellness, Rooted Planning Group is committed to providing tailored solutions that align with each client's unique circumstances and objectives.

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.

BCK Partners, Inc. is a distinguished investment advisory firm headquartered in Corning, NY, and operating out of a single office. With a team of seven highly skilled professionals, BCK Partners, Inc. offers comprehensive investment advisory services to its esteemed clientele. Three of their experienced advisors specialize in providing expert guidance to clients seeking to optimize their investment portfolios. As an established player in the industry, BCK Partners, Inc. manages a substantial amount of assets under its proficient stewardship. On average, each investment advisor oversees approximately $56,020,000 in assets, aligning with the industry standards. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring a mutually beneficial relationship with their clients. While the firm's focus primarily lies in managing assets for high-net-worth individuals, BCK Partners, Inc. possesses the expertise and capability to handle employer funds as well. Their diverse client base consists of over 140 individuals, entrusting the firm with an impressive $168,058,000 in assets under management. Sarah Creath, Michael Bono, and James Kaffenbarger stand as some of the most tenured and esteemed advisors at BCK Partners, Inc., contributing their extensive knowledge and expertise to the firm's success. With an unwavering commitment to providing exceptional investment advisory services, BCK Partners, Inc. has earned a well-deserved reputation for its professionalism and expertise in the financial industry. Clients can trust BCK Partners, Inc. to provide expert guidance, tailored strategies, and diligent management to help them achieve their financial goals.

LAKE ROAD ADVISORS, LLC, a small investment advisory firm headquartered in Corning, NY, specializes in providing comprehensive investment services to a diverse clientele. With a team of two dedicated employees, they offer personalized investment advisory solutions to individual clients, ensuring their financial goals are met effectively. The firm boasts an impressive average of approximately $183,160,000 in assets under management per investment advisor, surpassing the industry average. Lake Road Advisors' compensation structure encompasses various models, including a percentage of assets under management and performance-based fees. Their client base comprises over 60 individuals, with assets under management totaling more than $57,532,000. While their portfolio primarily consists of discretionary assets, accounting for 82% of the total, they also possess the capability to manage employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. Operating from three offices, Lake Road Advisors has established a strong presence in the region. The firm takes pride in its experienced team, with Paul Sydlansky and Hayley Haslett serving as two of the longest-tenured registered advisors, providing clients with valuable expertise and guidance. Lake Road Advisors, LLC combines their extensive knowledge of investment strategies with a client-centric approach, ensuring that each individual's unique financial needs and aspirations are met. With their exceptional track record and commitment to delivering high-quality investment advisory services, Lake Road Advisors continues to be a trusted partner in helping clients navigate the complexities of the financial markets.

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.