The Pitti Group Wealth Management, LLC is a highly reputable investment advisory firm based in Victor, NY, with two offices catering to a diverse clientele. With a team of six dedicated employees, four of whom provide expert investment advisory services, the firm delivers comprehensive wealth management solutions. The investment advisors at The Pitti Group Wealth Management, LLC demonstrate their competence by managing an average of approximately $48,090,000 in assets, aligning with industry standards. Their compensation structure offers clients a range of options, including a percentage of assets under management, hourly charges, fixed fees, and performance-based fees, providing flexibility to meet individual needs. The firm boasts a robust client base, serving over 400 individuals and managing assets exceeding $260,000,000. The Pitti Group Wealth Management, LLC's experience in managing employer 401K plans and individual accounts is evident, with approximately half of their assets under management originating from these sources. An impressive 62% of the assets they manage are under discretionary authority, showcasing their ability to make informed investment decisions on behalf of their clients. This discretionary approach allows for proactive portfolio management aligned with clients' financial goals. The Pitti Group Wealth Management, LLC takes pride in its small but highly competent team, consisting of experienced professionals in the field. Angelo Costanza, Matthew Pitti, and Anthony Pitti are among the firm's longest-tenured advisors, bringing their wealth of knowledge and expertise to the forefront. Located in Victor, NY, The Pitti Group Wealth Management, LLC continues to establish itself as a trusted partner in providing comprehensive wealth management services, ensuring the financial success and security of their valued clients.

Sage, Rutty & Co., Inc. is a reputable investment advisory firm headquartered in Rochester, NY. With a team of 25 dedicated professionals, they specialize in providing top-notch investment advisory services to a diverse range of clients. The company boasts an impressive average of approximately $161,320,000 in assets under management per investment advisor, which surpasses the industry average and reflects their expertise in managing substantial portfolios. Sage, Rutty & Co., Inc. has established itself as a trusted partner for over 5,370 individual clients, effectively managing assets worth more than $1,952,344,000. Remarkably, over 80% of their assets under management comprise employer 401K plans and individual accounts, highlighting their proficiency in catering to both corporate and individual investment needs. The firm's extensive experience and qualifications make them highly sought after for managing 401K plans for employers and employees alike. In addition to investment advisory services, Sage, Rutty & Co., Inc. offers insurance brokerage and agent services, providing clients with comprehensive financial solutions. With their deep industry knowledge and dedication to client satisfaction, they consistently deliver exceptional results. Located in Rochester, NY, Sage, Rutty & Co., Inc. serves its clients from a single office. The firm takes pride in its long-standing advisors, including Douglas Parker, Katrina Smith, and James Burke, who have contributed significantly to its success. Their collective expertise and commitment to delivering personalized financial strategies have garnered trust and loyalty from clients over the years. Sage, Rutty & Co., Inc. is an esteemed regional investment advisory firm that continues to provide exceptional services and innovative solutions to help clients achieve their financial goals.

Ever Green Wealth Management, LLC is a reputable investment advisory firm located in Victor, NY. With its headquarters in Victor and a single office, Ever Green Wealth Management, LLC serves a diverse clientele seeking personalized financial solutions. With a team of three dedicated professionals, one of whom specializes in providing comprehensive investment advisory services, the firm maintains an average of $48,230,000 in assets under management per investment advisor, aligning with the industry standard. Ever Green Wealth Management, LLC employs a flexible compensation structure, which includes various methods such as a percentage of assets under management. A significant portion of their assets under management is derived from employer 401Ks and individual investors, a testament to their extensive experience in these areas. The firm manages all of their clients' assets on a discretionary basis, ensuring a high level of trust and accountability. With over 250 individual clients and a robust portfolio valued at over $48,226,000, Ever Green Wealth Management, LLC has established itself as a trusted advisor in the financial industry. David Green, one of the firm's most experienced registered advisors, has been with the company since 2021, providing valuable insights and expertise to clients. Ever Green Wealth Management, LLC prides itself on offering personalized financial guidance and strives to help clients achieve their investment goals. By combining their extensive industry knowledge, experience in managing employer 401Ks and individual assets, and commitment to providing exceptional service, Ever Green Wealth Management, LLC aims to empower clients to secure their financial futures with confidence.

Carosa, Stanton & Depaolo Asset Management, LLC, based out of Mendon, NY, is a distinguished investment advisory firm specializing in managing high-value assets. With a team of three talented professionals, including two dedicated investment advisors, the firm provides top-notch financial services to a diverse clientele. Their impressive average of approximately $4,949,000,000 in assets under management per investment advisor surpasses industry standards, demonstrating their exceptional expertise. Carosa, Stanton & Depaolo's compensation structure is comprehensive, incorporating various methods such as a percentage of assets under management. They proudly serve over 20 individual clients, expertly managing assets exceeding $35,544,000. Notably, their extensive experience and strong track record in handling employer 401Ks and individual assets make them a trusted choice in the industry. Operating exclusively on a discretionary basis, the firm prides itself on providing comprehensive investment solutions tailored to each client's unique goals and risk tolerance. With two offices, Carosa, Stanton & Depaolo Asset Management, LLC combines local accessibility with global financial expertise. As a small firm, they prioritize building strong relationships with their clients, offering personalized attention and sound financial advice. Their commitment to excellence, demonstrated by their high average assets under management and notable client base, sets them apart in the investment advisory field. Carosa, Stanton & Depaolo Asset Management, LLC is a trusted partner for individuals and organizations seeking exceptional financial management services.

Howe And Rusling, Inc., a prominent investment advisory firm based out of Rochester, NY, is dedicated to delivering exceptional financial services to its clients. With over 590 individual clients and a staggering $1,460,434,000 in assets under management, the company has established itself as a trusted partner in wealth management. Operating from five strategically located offices, Howe And Rusling offers comprehensive financial solutions tailored to meet the unique needs of each client. Although 401K and individual accounts represent less than 30% of their assets under management, the firm possesses the expertise to effectively manage employer funds, providing comprehensive investment strategies for businesses. Notably, Howe And Rusling manages 100% of the assets under their purview on a discretionary basis, showcasing their commitment to making informed investment decisions on behalf of their clients. The majority of these assets are specifically catered to high net worth individuals, reflecting the firm's proficiency in handling complex financial portfolios. Their compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring transparency and alignment with client interests. With a team of 24 dedicated professionals, 17 of whom provide investment advisory services, Howe And Rusling maintains an average of approximately $85,910,000 in assets under management per investment advisor, on par with industry standards. Dylan Potter, Gregory Farrell, and Eric Udvari stand out as some of the longest tenured advisors at the firm, exemplifying Howe And Rusling's commitment to expertise and continuity in client relationships. With a steadfast focus on providing exceptional financial guidance, Howe And Rusling, Inc. continues to solidify its position as a leading investment advisory firm in the Rochester area and beyond.

Forte Capital LLC, a prominent investment advisory firm headquartered in Rochester, NY, possesses a deep-rooted presence in the financial industry. With seven strategically located offices, the company operates on a broad scale, offering comprehensive investment advisory services. With a total workforce of 21 dedicated professionals, five of whom are specialized investment advisors, Forte Capital LLC stands out for its commitment to providing exceptional financial guidance. Notably, Forte Capital LLC boasts an impressive average of approximately $227,910,000 in assets under management per investment advisor, surpassing industry norms. Their compensation structure is diverse, incorporating a variety of methods such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and customization for clients. While Forte Capital LLC primarily manages discretionary assets, they also possess the expertise to handle employer funds, demonstrating their versatility. Although 401K and individual accounts account for less than 30% of their assets under management, the firm holds a commanding position in managing funds for high-net-worth individuals. With an extensive client base of over 630 individuals, Forte Capital LLC expertly oversees assets valued at an impressive $1,139,537,000. The firm's success can be attributed to its experienced team, including esteemed advisors Richard Nathan, Christopher Marvin, and David Henion, who have played pivotal roles in the company's growth and reputation. With a sterling track record and an unwavering commitment to providing top-notch investment advisory services, Forte Capital LLC continues to be a trusted partner for clients seeking financial expertise and strategic wealth management.

Fien Capital Management, LLC, a small investment advisory firm based in Rochester, NY, has established a strong presence in the financial industry. With over $110,967,000 in assets under management, Fien Capital Management serves a diverse client base of over 60 individuals. While employer funds make up a significant portion of their portfolio, 401K and individual accounts constitute less than 30% of their assets. The firm exclusively manages discretionary assets, providing clients with a hands-off investment experience. Fien Capital Management primarily caters to high-net-worth individuals, focusing on personalized investment strategies tailored to their unique financial goals. Their team of two highly skilled professionals delivers comprehensive investment advisory services to their clients. With an average of $55,480,000 in assets under management per investment advisor, Fien Capital Management maintains an industry-average performance. The compensation structure at Fien Capital Management offers flexibility to clients, encompassing a variety of payment options such as a percentage of assets under management, fixed fees, and hourly charges. This enables clients to choose a fee structure that aligns with their preferences and investment needs. Damian Weidmann and Mark Fien, two of the longest-tenured registered advisors at the firm, bring their expertise and years of experience to ensure clients receive top-tier financial guidance. Fien Capital Management's dedication to providing exceptional service has solidified its reputation as a trusted partner in managing and growing clients' wealth. With a single office in Rochester, NY, the firm is committed to delivering personalized investment solutions and fostering long-term relationships with its valued clients.

Whitney & Company is a reputable investment advisory firm headquartered in Rochester, NY. With 12 dedicated employees, their team of experienced professionals offers a range of financial services to meet their clients' diverse needs. The firm takes pride in providing personalized investment advice, ensuring each client receives tailored strategies aligned with their financial goals. Eight of Whitney & Company's employees specialize in investment advisory services, collectively managing an average of approximately $53,260,000 in assets per advisor. This figure falls within the industry average, reflecting the firm's solid performance and expertise. Their compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees, allowing clients to choose the option that best suits their preferences. With over 440 individual clients and more than $794,075,000 in assets under management, Whitney & Company has established a strong presence in the market. A significant portion of the assets they manage comes from high net worth individuals and employer 401K plans, highlighting their competence and experience in these areas. Notably, 98% of the assets they oversee are under discretionary management, demonstrating their clients' trust in their expertise. Aside from investment advisory services, Whitney & Company also serves as an insurance broker or agent, expanding their portfolio to encompass a comprehensive range of financial solutions. The firm's local presence in Rochester, NY, and a single office location enhance their commitment to providing personalized and accessible services to their clients. Whitney & Company boasts a team of seasoned advisors, including distinguished professionals like William Bennett, Adam Magee, and Robert Pickels. Their expertise and long-term dedication to the firm contribute to its solid reputation and success in the industry.

Parks Capital is a small investment advisory firm based out of Pittsford, NY, operating from a single office. With a total of four employees, the firm specializes in providing investment advisory services, two of whom are dedicated to this role. With an impressive average of $32,560,000 in assets under management per investment advisor, Parks Capital has established itself as a trusted player in the industry. The compensation structure at Parks Capital includes various types, with a notable component being a percentage of the assets under management. The firm demonstrates expertise and experience in managing assets from employer 401Ks and individuals, which account for approximately half of their total assets under management. Their track record in this area has been consistently strong. An overwhelming majority of the assets managed by Parks Capital, 99%, are discretionary, showcasing the firm's ability to make autonomous investment decisions on behalf of their clients. With over 30 individual clients, Parks Capital effectively manages a substantial portfolio of over $65,116,000 in assets under management. Rajiv Dixit and Gina Griffo stand out as two of the firm's longest tenured registered advisors, contributing to the stability and continuity of the team. Their combined experience, along with the expertise of the entire staff, ensures that clients receive personalized and knowledgeable investment advice tailored to their specific needs. Parks Capital continues to foster trust and build relationships with their clients, driven by their commitment to achieving their clients' financial goals.

Seaway Advisors, based out of Fairport, NY, is a small investment advisory firm specializing in providing comprehensive financial solutions to individuals and employer 401Ks. With a total of 3 employees, including 2 dedicated investment advisors, Seaway Advisors offers personalized services tailored to meet the unique needs and goals of their clients. With an average of approximately $49,290,000 in assets under management per investment advisor, Seaway Advisors maintains a solid track record in managing their clients' wealth effectively. Their compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and alignment of interests with their clients. Seaway Advisors boasts a diverse clientele, with over 60 individual clients entrusting them with more than $36,963,000 in assets under management. Their strong experience in handling employer 401Ks and individual investments has earned them a reputable position in the industry. Moreover, Seaway Advisors manages 100% of their clients' assets on a discretionary basis, allowing for efficient decision-making and timely adjustments in response to market conditions. Operating from a single office location, Seaway Advisors prioritizes building long-term relationships with their clients based on trust, integrity, and sound financial advice. By combining their expertise, personalized approach, and commitment to client success, Seaway Advisors aims to help individuals and businesses achieve their financial objectives and secure a prosperous future.

Flower City Capital LLC, based out of Rochester, NY, is a small investment advisory firm that serves a diverse clientele. With over 70 individual clients and more than $185,435,000 in assets under management, the firm demonstrates a strong track record of success and expertise in the industry. Flower City Capital LLC operates from a single office, strategically located in Rochester, NY. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. Notably, a significant 88% of the assets they manage are discretionary, highlighting their expertise in providing tailored investment solutions. Flower City Capital LLC specializes in managing the assets of high net worth individuals, catering to their unique financial goals and objectives. Their compensation structure offers various options, including a percentage of assets under management and fixed fees, ensuring transparency and alignment with client interests. With a dedicated team of 5 employees, including 2 experienced investment advisors, Flower City Capital LLC delivers personalized advisory services to their clients. On average, each investment advisor manages approximately $92,720,000 in assets, aligning with the industry average. Michael Rizzolo and Thomas Hawks are two of the longest tenured registered advisors within the firm, demonstrating their commitment to maintaining a knowledgeable and experienced team. Flower City Capital LLC prioritizes building strong client relationships and providing exceptional investment management services to help clients achieve their financial goals.