Independent Solutions Wealth Management, LLC is a highly regarded investment advisory firm located in Williamsville, NY. With two well-established offices, the firm is committed to providing exceptional financial guidance and wealth management services to its clients. Led by a team of dedicated professionals, Independent Solutions Wealth Management, LLC employs a total of 18 talented individuals, 14 of whom specialize in delivering comprehensive investment advisory services. The firm maintains an impressive average of approximately $59,890,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure encompasses various methods, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and tailored solutions for clients. Distinguished by their expertise in managing employer 401Ks and individual accounts, Independent Solutions Wealth Management, LLC has amassed a significant portion of their assets under management from these sources. All assets entrusted to the firm are managed on a discretionary basis, allowing for proactive decision-making and efficient portfolio adjustments. Boasting a robust clientele, Independent Solutions Wealth Management, LLC serves over 3,660 individual clients, expertly overseeing more than $838,414,000 in assets under management. The firm takes pride in its team of accomplished advisors, including Jay Blanchard, Glenn Wiggle, and Daniel Neiman, who possess extensive experience and have played key roles in the firm's success over the years. Through their commitment to personalized service, sound investment strategies, and a client-centric approach, Independent Solutions Wealth Management, LLC has become a trusted partner for individuals seeking comprehensive wealth management solutions in the Williamsville, NY area.

Northcape Wealth Management, a respected investment advisory firm headquartered in Williamsville, NY, is committed to providing comprehensive financial solutions to its discerning clientele. With two strategically located offices, they serve individuals and businesses throughout the region. With a team of six employees, including three dedicated investment advisors, Northcape Wealth Management combines expertise and personalized service to deliver exceptional results. Their advisors have an average of approximately $123,720,000 in assets under management per advisor, in line with the industry average. Northcape Wealth Management offers a flexible compensation structure, including a percentage of assets under management and performance-based fees. This ensures that clients have options that align with their preferences and incentivizes the firm to achieve optimal results. The firm manages over $492,815,000 in assets for a diverse client base of over 470 individuals. The majority of these assets are attributed to high-net-worth individuals, reflecting Northcape Wealth Management's expertise in serving this segment. While 401(k) and individual accounts make up less than 30% of their assets under management, the firm has the capability to manage employer funds. Northcape Wealth Management operates on a discretionary management approach, providing clients with peace of mind and allowing their advisors to make informed investment decisions on their behalf. With 97% of assets under management being discretionary, clients trust the firm's expertise and judgment. Erik O'Neill, Patrick Markey, and Kenji Kimura are among the firm's longest tenured advisors. Their commitment and experience have contributed significantly to Northcape Wealth Management's success in delivering tailored financial strategies to their valued clients. As a small investment advisory firm deeply committed to client satisfaction, Northcape Wealth Management leverages their expertise and local presence to help clients navigate their financial journeys with confidence and achieve their long-term goals.

Members Advisory Group, LLC, headquartered in Williamsville, NY, is a reputable small investment advisory firm with a robust client base of over 770 individuals. With a remarkable $312,581,000 in assets under management, they offer comprehensive financial services to cater to their clients' diverse needs. Operating from six strategically located offices, Members Advisory Group, LLC is well-positioned to serve a wide range of clients effectively. With a specialized focus on employer 401Ks and individual investments, Members Advisory Group, LLC possesses extensive expertise in these areas. They boast an impressive track record in managing discretionary assets, as an astounding 99% of the assets they handle fall under this category. This expertise ensures that clients receive tailored investment strategies and personalized advice to optimize their financial growth. Members Advisory Group, LLC maintains a diverse compensation structure, which includes a percentage of assets under management. This aligns their interests with their clients and fosters a commitment to achieving favorable investment outcomes. The firm currently employs a total of six dedicated professionals, with four of them actively providing investment advisory services. On average, each investment advisor manages approximately $78,150,000 in assets, in line with industry standards. Recognizing the importance of experience, Members Advisory Group, LLC takes pride in their team of seasoned advisors. Key members, including Jeffrey Cashmore, Scott Cashmore, and Cheryl Fluker, have demonstrated long-standing commitment and expertise in delivering exceptional financial guidance to their valued clients. In addition to their investment advisory services, Members Advisory Group, LLC also offers insurance brokerage services, further enhancing their comprehensive approach to financial management. Their unwavering commitment to client success and their strong foundation in the industry solidify their position as a trusted partner for individuals and organizations seeking sound financial advice.

Lincoln Sparrow Advisors, LLC, headquartered in Williamsville, NY, is a reputable investment advisory firm. With a single office, they specialize in providing expert guidance and financial solutions to their clients. With a team of three highly skilled professionals, including two dedicated investment advisors, they ensure personalized and comprehensive services. The firm boasts an impressive average of $19,730,000 in assets under management per investment advisor, showcasing their proficiency in managing substantial portfolios. Their compensation structure is diverse, encompassing various methods such as a percentage of assets under management and fixed fees. Lincoln Sparrow Advisors, LLC has established a strong foothold in the employer 401K and individual market, as approximately half of their assets under management stem from these sources. Their extensive experience in this space further solidifies their expertise and credibility. In addition to investment advisory services, Lincoln Sparrow Advisors, LLC also serves as a registered representative of a broker-dealer, insurance broker, or agent. This multifaceted approach enables them to provide comprehensive financial solutions tailored to each client's unique needs. With an extensive client base comprising over 140 individuals, Lincoln Sparrow Advisors, LLC manages a remarkable $39,462,000 in assets. The firm prides itself on offering discretionary asset management, ensuring they have full authority to make investment decisions on behalf of their clients. Lincoln Sparrow Advisors, LLC is committed to delivering outstanding service, strategic financial planning, and investment management expertise to assist their clients in achieving their financial goals.

Trubee Wealth Advisors, Inc. is a reputable investment advisory firm based out of Buffalo, NY. With a team of 18 dedicated professionals, 15 of whom provide investment advisory services, Trubee Wealth Advisors offers comprehensive wealth management solutions to individuals and businesses alike. The firm prides itself on its personalized approach, tailoring investment strategies to meet the unique financial goals and risk tolerances of their clients. With an impressive average of approximately $36,280,000 in assets under management per investment advisor, Trubee Wealth Advisors demonstrates their expertise in effectively growing and managing their clients' wealth. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. Trubee Wealth Advisors boasts a diverse clientele, serving over 430 individual clients with a combined $536,583,000 in assets under management. While 401K and individual accounts constitute less than 30% of their managed assets, the firm has the capability to expertly manage employer funds. An impressive 84% of the assets they oversee are discretionary, reflecting the high level of trust their clients place in their investment decisions. In addition to their investment advisory services, Trubee Wealth Advisors also offers insurance brokerage services. With their deep industry knowledge and local presence, the firm has established a strong reputation within the Buffalo community. Their commitment to excellence is reflected in their long-tenured advisors, including Harrison Steinwald, Anne Emblidge, and Thomas Turk, who have provided expert guidance to clients over the years. With a solid track record and a commitment to client success, Trubee Wealth Advisors, Inc. stands as a reliable partner for individuals and businesses seeking comprehensive wealth management solutions in the Buffalo, NY area.

SGROI WEALTH ADVISORY GROUP LLC is a reputable investment advisory firm based in West Seneca, NY. With one office location, they have established themselves as a local leader in providing comprehensive wealth management services. The company boasts a team of 22 experienced professionals, 12 of whom specialize in offering expert investment advisory services to their clients. With an average of $57,640,000 in assets under management per investment advisor, Sgroi Wealth Advisory Group LLC aligns well with the industry average. Their compensation structure includes various types, such as a percentage of assets under management, ensuring their interests are closely tied to the success of their clients' portfolios. Sgroi Wealth Advisory Group LLC primarily manages over 80% of their assets under management for employer 401K plans and individuals. Their extensive expertise makes them highly qualified to administer 401K plans for both employers and employees, ensuring optimal growth and financial security. As a testament to their trustworthiness, 100% of the assets managed by Sgroi Wealth Advisory Group LLC are discretionary, enabling them to make informed investment decisions on behalf of their clients. The firm boasts an impressive clientele, serving over 3,680 individual clients with a combined total of $691,648,000 in assets under management. With their solid track record, comprehensive services, and commitment to personalized financial guidance, Sgroi Wealth Advisory Group LLC is well-equipped to help individuals and organizations navigate the complexities of wealth management and achieve their financial goals.

Waterford Advisors, LLC, a small investment advisory firm based out of Orchard Park, NY, specializes in providing comprehensive financial solutions to their diverse clientele. With over 230 individual clients and an impressive $268,906,000 in assets under management, Waterford Advisors has established itself as a trusted partner in wealth management. As registered representatives of a broker-dealer, insurance broker or agent, and an accountant or accounting firm, Waterford Advisors offers a broad range of services tailored to meet the unique needs of each client. While their expertise extends to managing employer funds, they primarily focus on high net worth individuals, who constitute the majority of the assets they manage. Waterford Advisors' compensation structure reflects their commitment to delivering exceptional value. They employ various fee types, including a percentage of assets under management, hourly charges, fixed fees, and commissions, ensuring flexibility to suit different client preferences. With a team of nine dedicated professionals, including four investment advisors, Waterford Advisors ensures personalized attention and a client-centric approach. Each investment advisor oversees an average of approximately $67,230,000 in assets under management, aligning with industry averages. The firm takes pride in its experienced advisors, some of whom have been with the company for an extended period. Notable names among their longest-tenured advisors include Michael Harmer, Christina Michalczak, and Daniel Byles-Smith. Waterford Advisors, LLC continues to deliver exceptional financial guidance, helping clients navigate their financial goals and secure their futures with confidence.

Farrell Financial is a small investment advisory firm based out of Orchard Park, NY, with one office. With a total of two employees, they specialize in providing investment advisory services to their clients. The firm manages a substantial amount of assets, with an average of approximately $87,310,000 in assets under management per investment advisor, which falls within the industry average. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees. This ensures that their advisors are motivated to deliver exceptional results while maintaining a fair and transparent approach to client fees. Farrell Financial boasts a diverse client base, serving over 260 individual clients with a combined total of over $112,000,000 in assets under management. Their expertise lies in managing employer 401Ks and individual assets, where they have gained considerable experience and achieved commendable results. One standout characteristic of Farrell Financial is that all the assets they manage are discretionary, indicating a high level of trust and confidence placed in their investment strategies. Clients can rest assured that their portfolios are in capable hands, allowing them to focus on other aspects of their financial lives. Neil Farrell, one of the longest-tenured registered advisors at the firm, has been with Farrell Financial since 4044. His extensive experience and dedication to serving clients have contributed to the firm's reputation for providing reliable and knowledgeable investment advice. Overall, Farrell Financial is a trusted and experienced investment advisory firm with a solid track record of managing assets and delivering value to their clients.

Silver Grove Advisory Services, based out of Orchard Park, NY, is a reputable local investment advisory firm with a strong track record of success. With a team of 15 highly skilled professionals, they specialize in providing comprehensive investment advisory services to a diverse range of clients. Each investment advisor at Silver Grove Advisory Services manages an average of approximately $29,630,000 in assets under management, ensuring a personalized approach and optimal outcomes for their clients. The firm's compensation structure is designed to align their interests with their clients' success. They offer various types of compensation, including a percentage of assets under management, ensuring that their advisors are motivated to deliver exceptional results. With over 1,980 individual clients and more than $235,352,000 in assets under management, Silver Grove Advisory Services has established itself as a trusted partner for individuals and employer 401K plans alike. In fact, over 80% of their assets under management are dedicated to employer 401Ks or individual accounts, demonstrating their expertise in managing these types of investments. In addition to investment advisory services, Silver Grove Advisory Services also offers insurance brokerage and agent services, providing a comprehensive suite of financial solutions to their clients. With nine offices spread across the region, Silver Grove Advisory Services offers convenient access to their services. The firm takes pride in its team of experienced professionals, including long-tenured advisors like Andrew Swartwout, Katie Weibel, and Julianne Lepo, who bring a wealth of knowledge and expertise to every client engagement. Overall, Silver Grove Advisory Services is well-positioned to meet the investment and financial needs of individuals and businesses, providing personalized guidance and effective strategies to help clients achieve their financial goals.

Saperston Legacy Advisors, Inc. is a respected small investment advisory firm based in Hamburg, NY. With a strong presence in the region, they operate from two offices, providing comprehensive investment advisory services to a diverse client base. Boasting a dedicated team of three knowledgeable professionals, Saperston Legacy Advisors, Inc. offers personalized financial strategies tailored to meet the unique needs and goals of their clients. Drawing upon their extensive expertise and industry experience, Saperston Legacy Advisors, Inc. manages an impressive average of approximately $16,650,000 in assets under management per investment advisor. They employ a transparent compensation structure that includes various types, such as a percentage of assets under management, ensuring alignment of interests with their valued clientele. While Saperston Legacy Advisors, Inc. predominantly focuses on managing assets for high net worth individuals, they also possess the capability to oversee employer funds. Notably, 86% of the assets they manage are discretionary, highlighting their clients' trust in their expertise and decision-making. With a strong commitment to client satisfaction, Saperston Legacy Advisors, Inc. serves over 110 individual clients, skillfully managing their substantial assets totaling over $49,941,000. By providing personalized attention and investment strategies that align with their clients' financial objectives, Saperston Legacy Advisors, Inc. has earned a reputation for excellence within the investment advisory industry. Combining their local presence, dedicated team, and commitment to delivering tailored financial solutions, Saperston Legacy Advisors, Inc. stands out as a reliable and trusted partner for individuals seeking comprehensive investment advisory services in Hamburg, NY, and beyond.

Shield Wealth Advisors, based out of Williamsville, NY, is a small investment advisory firm with a solid track record of providing comprehensive financial services. With three dedicated employees, including two experienced investment advisors, the firm manages a total of over $113,550,000 in assets under management. This places their average assets under management per investment advisor in line with the industry average. Shield Wealth Advisors employs a flexible compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Their client base consists of over 90 individuals, with assets under management totaling more than $45,689,000. Notably, approximately half of their managed assets originate from employer 401Ks or individual clients, highlighting their expertise in this area. With a 100% discretionary management approach, Shield Wealth Advisors holds full responsibility for making investment decisions on behalf of their clients. Their commitment to delivering personalized and tailored financial solutions ensures that each client's unique goals and objectives are taken into account. Operating from a single office location, Shield Wealth Advisors has established a reputation for providing trusted advice and exceptional service. The firm boasts a team of seasoned advisors, including Brendan Taylor, John Haberstro, and Dawn Robinson, who bring extensive industry knowledge and expertise to the table. Shield Wealth Advisors distinguishes itself through its client-centric approach, ensuring that each individual receives the attention, support, and guidance necessary to make informed financial decisions and achieve long-term success.