Western New York Financial Group, LLC is a small investment advisory firm based out of Buffalo, NY, specializing in providing comprehensive investment advisory services. With a team of two dedicated professionals, they cater to a diverse client base of over 140 individual clients, managing assets totaling over $65,348,000. The firm's investment advisors have a strong track record, with an average of approximately $49,920,000 in assets under management per advisor, which is in line with the industry average. They have developed extensive expertise in managing employer 401Ks and individual assets, accounting for nearly half of their assets under management. The compensation structure at Western New York Financial Group, LLC is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients have choices that align with their unique needs and financial goals. Impressively, 87% of the assets they manage are under discretionary management, demonstrating their clients' trust in the firm's expertise and decision-making abilities. The firm's commitment to a high level of personalized service and tailored investment strategies has earned them a strong reputation in the region. With one office in Buffalo, Western New York Financial Group, LLC is deeply rooted in the local community. Mark Narby and Michael Aquino, two of the longest-tenured registered advisors with the firm, bring a wealth of experience and knowledge to their clients, helping them navigate the complexities of the financial markets and achieve their investment objectives.

Lytle Investments, a small investment advisory firm based out of Grand Island, NY, has been serving clients with expertise and dedication. With one office, the firm comprises a team of six professionals, four of whom specialize in providing comprehensive investment advisory services. Leveraging their collective experience, Lytle Investments consistently manages an impressive average of $15,280,000 in assets per investment advisor. The firm's compensation structure is multifaceted, incorporating various types such as a percentage of assets under management and fixed fees. Their extensive knowledge and proficiency in managing employer 401Ks and individual portfolios contribute to the firm's success, with approximately half of their assets under management originating from these sources. Furthermore, a substantial 85% of the assets they handle are under their discretionary management, demonstrating their expertise in decision-making and strategic investments. Lytle Investments has built a strong client base, serving over 240 individuals with an impressive total of $61,108,000 in assets under management. The firm's longevity can be attributed to the dedication of its seasoned advisors, including Thomas Lytle, Paul Lytle, and Julius Aebly, who have consistently provided valuable insights and guidance to their clients. With a commitment to delivering personalized investment strategies, Lytle Investments aims to foster long-term client relationships, placing their clients' financial goals at the forefront. As they continue to grow and expand their services, Lytle Investments remains dedicated to maintaining their reputation for excellence in the investment advisory industry.

Nottingham Advisors Inc. is a renowned local investment advisory firm based out of Amherst, NY, with two offices strategically located to serve their clients effectively. With a team of 12 dedicated professionals, Nottingham Advisors Inc. is committed to providing top-notch investment advisory services to a diverse range of clients. The firm stands out in the industry with an average of approximately $185,860,000 in assets under management per investment advisor, which is significantly higher than the industry average. Their compensation structure is tailored to meet the unique needs of their clients and includes various options such as a percentage of assets under management and fixed fees. Nottingham Advisors Inc. has built a solid reputation in managing employer 401Ks and individual portfolios, with approximately half of their assets under management coming from these sources. Their expertise and experience in this space have proven invaluable in delivering exceptional results for their clients. Moreover, an impressive 95% of the assets they manage are discretionary, reflecting the trust clients place in their expertise. With a client base exceeding 1,380 individuals, Nottingham Advisors Inc. manages assets worth over $1,301,009,000. The firm takes pride in its team of seasoned professionals, including Lawrence Whistler, Nicholas Dirienzo, and Thomas Quealy, who have been with the firm for an extensive period, bringing a wealth of knowledge and experience to the table. Nottingham Advisors Inc. distinguishes itself through its commitment to personalized service, comprehensive investment strategies, and a track record of delivering exceptional results to its clients. With their strong presence in the Amherst area and their team of highly skilled professionals, Nottingham Advisors Inc. continues to thrive as a trusted partner for individuals and organizations seeking expert investment advisory services.

Collins Advisors, LLC is a highly regarded investment advisory firm headquartered in Buffalo, NY. With over $126,648,000 in assets under management, they cater to a diverse clientele of more than 780 individual clients. The firm's expertise lies in managing both employer 401Ks and individual investments, making them well-versed in this space. Boasting an impressive 98% of discretionary assets, Collins Advisors provides tailored investment strategies to meet their clients' unique financial goals. Operating from a single office, Collins Advisors prides itself on delivering personalized and attentive service to every client. Their team consists of four dedicated professionals, with three of them specializing in providing comprehensive investment advisory services. With an average of approximately $42,220,000 in assets under management per investment advisor, the team at Collins Advisors ensures that each client receives the utmost attention and expertise. Christine Collins-Schwinger, one of the firm's registered advisors, has been with Collins Advisors since 2022, making her one of the longest tenured members of the team. Her experience, along with the collective knowledge and commitment of the entire staff, has established Collins Advisors as a trusted partner in the financial industry. Collins Advisors' compensation structure includes several types, such as a percentage of assets under management, ensuring that their interests align with their clients' success. Through their dedication, expertise, and personalized approach, Collins Advisors is dedicated to helping clients achieve their financial objectives and secure a prosperous future.

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.

WNY Asset Management, LLC, headquartered in Williamsville, NY, is a local investment advisory firm that boasts three offices. With a team of 31 dedicated professionals, 17 of whom specialize in investment advisory services, they offer comprehensive financial solutions to their clients. Each investment advisor at WNY Asset Management manages an average of $65,080,000 in assets under management, aligning with the industry average. In terms of compensation, WNY Asset Management employs a flexible structure, incorporating various models such as a percentage of assets under management, hourly charges, and fixed fees. Notably, nearly half of their assets under management originate from employer 401K plans or individuals, showcasing their expertise in this specific area. Moreover, all the assets entrusted to WNY Asset Management are under their discretionary management, indicating a high level of trust and autonomy. Impressively, WNY Asset Management serves over 2,800 individual clients, overseeing a substantial $1,106,306,000 in assets under management. The firm takes pride in their team of experienced advisors, including the seasoned professionals Steven Sanders, Judy Sescil, and Laureen Syta, who have been with the company for an extended period. Their longevity within the organization highlights their commitment to delivering exceptional financial guidance. As WNY Asset Management, LLC continues to prioritize their clients' financial success, they remain a reliable choice for individuals and employers seeking comprehensive investment advisory services 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.

Hudson Advisor Services, Inc., a local investment advisory firm based out of Buffalo, NY, is dedicated to providing comprehensive investment advisory services. With a presence in three offices, Hudson Advisor Services employs a team of five professionals who specialize in offering expert guidance to their clients. Their collective efforts result in an average of $45,150,000 in assets under management per investment advisor, which aligns with the industry average. Hudson Advisor Services utilizes a diverse compensation structure that includes various models such as a percentage of assets under management, fixed fees, and hourly charges. While the firm manages a portfolio consisting of less than 30% 401K and individual accounts, they possess the necessary expertise to oversee employer funds. Notably, a significant 93% of the assets under their management are discretionary, highlighting the trust their clients place in their investment decisions. Primarily catering to high net worth individuals, Hudson Advisor Services boasts an impressive client base of over 120 individuals, whose combined assets under management exceed $225,732,000. The firm takes pride in the experience and dedication of its advisors, with notable long-standing professionals such as Evan Coppola, William Hudson, and David Burrows playing pivotal roles in the company's success. Overall, Hudson Advisor Services, Inc. distinguishes itself through its commitment to delivering exceptional investment advisory services, diligently managing client assets, and cultivating enduring relationships built on trust and expertise.

Milestone Wealth, LLC is a leading investment advisory firm based out of Buffalo, NY. With a team of four dedicated professionals, three of whom specialize in providing top-notch investment advisory services, Milestone Wealth stands out in the industry. The firm boasts an impressive average of $189,000,000 in assets under management per investment advisor, surpassing the industry average by a significant margin. At Milestone Wealth, their compensation structure is designed to align with their clients' success. It includes various types, such as a percentage of assets under management and performance-based fees, ensuring that the firm's interests are aligned with those of their clients. With over 150 individual clients and a total of $95,070,000 in assets under management, Milestone Wealth has established a strong reputation for their expertise in managing employer 401Ks and individual assets. In fact, nearly half of their assets under management come from these sources, a testament to their extensive experience and knowledge in this space. Milestone Wealth is a small yet highly reputable investment advisory firm with a single office location. The firm takes pride in its team of experienced advisors, including Laura Fetto, Amy Fogle, and John Bair, who have been with the company for an extended period, providing valuable insights and guidance to their clients. With a focus on discretionary asset management, Milestone Wealth ensures that their clients' investments are handled with the utmost care and expertise. Clients can trust the firm's commitment to delivering personalized and effective investment solutions tailored to their unique financial goals.

Courier Capital, LLC is a reputable investment advisory firm based out of Buffalo, NY. With 15 dedicated employees, they have built a solid team to cater to their clients' financial needs. Six of their experienced professionals specialize in providing investment advisory services, ensuring clients receive personalized guidance and tailored investment strategies. One aspect that sets Courier Capital apart is their impressive average assets under management per investment advisor, which stands at approximately $174,680,000. This figure surpasses the industry average, reflecting their ability to effectively manage substantial portfolios. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with client interests. With over 530 individual clients, Courier Capital manages a substantial sum of assets under management, totaling more than $1,898,012,000. Although 401K and individual accounts constitute less than 30% of their assets, the firm possesses the expertise to handle employer funds as well. A notable 86% of the assets they manage are discretionary, highlighting their clients' confidence in their investment expertise. Courier Capital, LLC takes pride in being deeply rooted in the local community, operating from two offices in Buffalo, NY. The firm boasts a team of seasoned advisors, including Michael Brace, Steven Gattuso, and Stephen Robshaw, who have been with the company for an extended period. Their longevity exemplifies their commitment to providing consistent and reliable financial guidance to their clientele.

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.