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.

Florian Financial Group LLC is a small investment advisory firm headquartered in Williamsville, NY, providing comprehensive financial services to individuals and employer 401Ks. With one office and five dedicated professionals, Florian Financial Group LLC offers expert investment advisory services to over 210 individual clients. Their extensive experience in managing assets, totaling approximately $124,700,000, is reflected in their exceptional track record. Robert Florian, one of the firm's registered advisors, has been with Florian Financial Group LLC since 2022, contributing to its success and longevity. As a team, they prioritize personalized attention and tailored investment strategies to meet the unique needs and goals of their clients. The firm's compensation structure includes various types, such as a percentage of assets under management, fixed fees, and hourly charges. This flexible approach allows clients to select the fee structure that aligns with their preferences and financial circumstances. Florian Financial Group LLC has a strong emphasis on discretionary asset management, ensuring that clients' investments are actively monitored and adjusted in response to market changes and evolving financial goals. The firm's sound investment strategies, combined with their deep understanding of employer 401K plans and individual portfolios, have established Florian Financial Group LLC as a trusted partner in wealth management. With an average of approximately $124,700,000 in assets under management per investment advisor, Florian Financial Group LLC performs at par with industry averages. Their solid reputation, dedication to client satisfaction, and commitment to delivering exceptional financial guidance make them a reliable choice for individuals and organizations seeking professional investment advisory services.

Dopkins Wealth Management, LLC is a highly reputable local investment advisory firm based out of Williamsville, NY. With 6 dedicated professionals, they offer a range of comprehensive wealth management services to their discerning clientele. Five of their expert advisors specialize in providing investment advisory services, delivering exceptional financial guidance and strategies. Dopkins Wealth Management boasts an impressive track record, managing an average of $165,720,000 in assets per investment advisor, surpassing industry standards. Their compensation structure is flexible, offering various options such as a percentage of assets under management and fixed fees, ensuring clients have choices that align with their unique financial goals. The firm proudly serves over 140 individual clients, overseeing an impressive $538,997,000 in assets under management. Predominantly catering to high net worth individuals, Dopkins Wealth Management excels in crafting personalized wealth management solutions tailored to their clients' specific needs. While the majority of their managed assets come from high net worth individuals, Dopkins Wealth Management also has the capacity to effectively manage employer funds, demonstrating their versatility and expertise. With 99% of the assets they manage being discretionary, clients can trust the firm's seasoned advisors to make informed investment decisions on their behalf. Headed by industry veterans, Dopkins Wealth Management has cultivated a team of highly experienced advisors. Some of the longest-tenured professionals include Craig Cirbus, Chad Oconnell, and Joseph Contino, who bring a wealth of knowledge and expertise to the firm. Located in Williamsville, NY, Dopkins Wealth Management operates from a single office, ensuring close-knit client relationships and personalized service. With their unwavering commitment to providing exceptional investment advisory services, Dopkins Wealth Management continues to be a trusted partner in helping clients achieve their financial objectives.

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.

Miller, Gesko & Company Inc. is a small investment advisory firm based out of Buffalo, NY, with two offices. With over 50 individual clients and assets under management totaling more than $141,383,000, the firm offers personalized financial services to a diverse clientele. While 401K and individual accounts comprise less than 30% of their assets, Miller, Gesko & Company Inc. also possesses the expertise to manage employer funds. A notable aspect of their portfolio is that 75% of the assets they manage are discretionary, reflecting their ability to make investment decisions on behalf of their clients. The firm primarily caters to high net worth individuals, handling a substantial majority of their assets. Miller, Gesko & Company Inc.'s compensation structure includes multiple options such as a percentage of assets under management and hourly charges, ensuring flexibility and customization for their clients' needs. The firm maintains a team of three dedicated employees, all of whom provide investment advisory services to their valued clientele. On average, each investment advisor at Miller, Gesko & Company Inc. oversees approximately $47,130,000 in assets under management, which aligns with the industry average. Robert Miller, Jr. and Henry Urban stand out as the firm's longest tenured registered advisors, contributing their extensive experience and expertise to the company's success. With their commitment to personalized service and a wealth of experience, Miller, Gesko & Company Inc. has established itself as a trusted partner for individuals seeking comprehensive investment management solutions in the Buffalo, NY area.

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.

Arbor Capital Management Corp is a reputable investment advisory firm based out of Amherst, NY, with a strong track record of providing comprehensive financial solutions to over 150 individual clients. With over $942,340,000 in assets under management, the firm offers a wide range of investment services tailored to meet the unique needs and goals of their clients. Arbor Capital Management Corp operates from two offices, strategically located in Amherst, NY, allowing them to serve clients efficiently throughout the region. While their expertise extends beyond 401K and individual accounts, these represent less than 30% of their assets under management. However, the firm is fully equipped to manage employer funds, ensuring comprehensive financial management for businesses. With a significant portion of their assets under management being discretionary, Arbor Capital Management Corp offers clients a personalized investment approach based on their risk tolerance, financial objectives, and time horizons. Their compensation structure is flexible, including various types such as a percentage of assets under management and hourly charges, ensuring transparency and aligning their interests with those of their clients. Arbor Capital Management Corp prides itself on a team of highly skilled professionals, including seven dedicated employees, with five specifically focused on providing investment advisory services. With an average of approximately $188,470,000 in assets under management per investment advisor, they consistently surpass the industry average, emphasizing their commitment to delivering exceptional service and results. The firm boasts a roster of experienced advisors, including the well-regarded Magdalena Jaworska, Gerald Cole, and Leonardo Mesa, who have been with the company for an extended period, bringing extensive knowledge and expertise to their clients' financial planning. In summary, Arbor Capital Management Corp distinguishes itself as a local investment advisory firm with a solid client base, substantial assets under management, and a team of experienced professionals dedicated to helping clients achieve their financial 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.

Willink Asset Management LLC, based out of East Aurora, NY, is a small investment advisory firm dedicated to providing personalized financial solutions to its clients. With a team of three highly skilled professionals, including two investment advisors, the firm manages an average of $90,940,000 in assets per advisor, aligning with the industry average. Their compensation structure is flexible, incorporating various models such as a percentage of assets under management and hourly charges. With over 40 individual clients and a total of $49,428,000 in assets under management, Willink Asset Management primarily focuses on serving high-net-worth individuals. While less than 30% of their assets are in 401K and individual accounts, the firm possesses the expertise to handle employer funds as well. Remarkably, 98% of the assets they manage are under their discretionary authority, showcasing their clients' trust in their investment strategies. Willink Asset Management LLC operates from a single office in East Aurora, NY. Among their experienced team, Frederick Raymond Fadel and Theodore Fadel have established themselves as the firm's longest-tenured registered advisors, providing stability and expertise to the organization. With a commitment to delivering tailored financial guidance and a track record of successfully managing significant assets, Willink Asset Management LLC stands as a trusted partner for individuals seeking comprehensive investment advisory services in the East Aurora area.

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.

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.