Adirondack Financial Services Corp is a reputable local investment advisory firm headquartered in Utica, NY. With over 350 individual clients and an impressive $352,171,000 in assets under management, they have established themselves as a trusted partner for financial planning and investment management. As registered representatives of a broker-dealer and experienced insurance brokers, they offer comprehensive financial services to meet the diverse needs of their clients. While Adirondack Financial Services Corp manages a wide range of accounts, including 401K and individual portfolios, these represent less than 30% of their total assets under management. However, they possess the expertise and capability to effectively handle employer funds. Notably, an impressive 87% of the assets they manage are discretionary, showcasing their clients' trust in their investment decisions. Catering predominantly to high-net-worth individuals, Adirondack Financial Services Corp has built a reputation for delivering personalized and tailored financial strategies. Their compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring transparency and aligning their interests with their clients'. With a dedicated team of 17 employees, including 10 experienced investment advisors, Adirondack Financial Services Corp maintains a favorable advisor-to-assets ratio. Each investment advisor manages an average of approximately $35,220,000 in assets under their guidance. The firm takes pride in its longstanding advisors, such as William Locke, Frances Parent, and John Clark, who bring extensive expertise and a wealth of experience to their clients. Overall, Adirondack Financial Services Corp stands as a trusted partner for individuals seeking comprehensive investment advisory services, exemplifying their commitment to financial well-being and long-term prosperity.

Paradigm Consulting, Inc. is a leading investment advisory firm based out of Utica, NY. With a team of five highly skilled professionals, four of whom specialize in investment advisory services, they provide expert financial guidance to a diverse clientele. With an average of approximately $164,230,000 in assets under management per investment advisor, Paradigm Consulting, Inc. consistently outperforms the industry average. Their compensation structure is designed to meet the unique needs of their clients, offering various options such as a percentage of assets under management and hourly charges. With a strong focus on client satisfaction, Paradigm Consulting, Inc. prioritizes delivering tailored financial solutions that align with their clients' goals and objectives. In addition to their investment advisory services, Paradigm Consulting, Inc. also serves as an insurance broker or agent, providing comprehensive coverage options to further safeguard their clients' financial well-being. With a proven track record of success, Paradigm Consulting, Inc. has cultivated a loyal client base, managing over 0 individual clients and overseeing more than $168,528,000 in assets under management. A significant portion of the assets they manage is discretionary, demonstrating their expertise in making strategic investment decisions on behalf of their clients. Despite being a small firm, Paradigm Consulting, Inc. has established a reputation for excellence in the financial services industry. Their commitment to professionalism, integrity, and personalized service sets them apart as a trusted partner in helping clients navigate the complexities of investing and financial planning.

FMF&E Wealth Management, LLC, headquartered in Syracuse, NY, is a small investment advisory firm with a solid reputation in the industry. With a team of four dedicated professionals, three of whom specialize in providing expert investment advisory services, FMF&E Wealth Management is committed to helping their clients achieve their financial goals. With an average of approximately $62,210,000 in assets under management per investment advisor, FMF&E Wealth Management maintains an average level of assets compared to industry standards. Their compensation structure includes various types, such as a percentage of assets under management, ensuring that their interests align with those of their clients. Catering to over 200 individual clients, FMF&E Wealth Management manages a substantial portfolio of over $316,559,000 in assets. Their expertise lies primarily in managing the assets of high-net-worth individuals, although they also possess the capability to handle employer funds, despite 401(k) and individual accounts representing less than 30% of their assets under management. As a fully discretionary asset management firm, FMF&E Wealth Management possesses the authority to make investment decisions on behalf of their clients without requiring prior approval. Their dedication to providing personalized financial solutions has earned them a loyal client base. The firm is proud of its longstanding advisors, including Jeffrey Campbell, April Mueller, and Christopher Gardner, who bring extensive experience and expertise to their respective roles. With one office serving their clients in Syracuse, NY, FMF&E Wealth Management continues to deliver exceptional financial advisory services tailored to meet the unique needs of each individual client.

Rockbridge Investment Management, LLC is a reputable local investment advisory firm headquartered in Syracuse, NY, with an additional office location. With a team of 19 highly skilled professionals, 14 of whom specialize in providing top-notch investment advisory services, the company boasts a strong presence in the financial industry. On average, each investment advisor manages approximately $90,210,000 in assets under management, placing them on par with industry standards. The firm offers a flexible compensation structure, accommodating various client preferences. This includes earning a percentage of the assets under management, hourly charges, and fixed fees. While 401K and individual accounts constitute less than 30% of their total assets under management, Rockbridge Investment Management, LLC has the expertise and capacity to effectively oversee employer funds. An impressive 97% of the assets they handle are discretionary, showcasing their clients' trust in their decision-making capabilities. Rockbridge Investment Management, LLC has amassed a substantial client base, serving over 1,130 individual clients with a combined total of more than $1,262,909,000 in assets under management. The firm takes pride in its team of experienced advisors, including Kevin Sullivan, Adam Gagas, and David Carroll, who have established long-standing tenures with the company. With their extensive knowledge and dedication, these advisors ensure that clients receive expert guidance tailored to their unique investment goals and objectives. Overall, Rockbridge Investment Management, LLC exemplifies a leading investment advisory firm in Syracuse, NY, providing comprehensive services and generating favorable results for their discerning clientele.

Rialto Wealth Management, a small investment advisory firm based out of Syracuse, NY, caters to a select group of high net worth individuals. With over 70 individual clients and assets under management totaling $218,567,000, Rialto specializes in discretionary management, with 99% of their assets falling under this category. While 401K and individual accounts constitute less than 30% of their assets, the firm possesses the expertise to manage employer funds. Comprising a team of four dedicated professionals, Rialto Wealth Management offers personalized investment advisory services. Three of their employees focus on providing expert guidance, averaging an impressive $72,860,000 in assets under management per investment advisor, in line with industry standards. The compensation structure at Rialto includes various options, such as a percentage of assets under management and fixed fees, ensuring a flexible and transparent approach for clients. Rialto Wealth Management boasts a strong roster of experienced advisors, including Michael Antonacci, Edward Barno, and Ethan Gilbert, who have demonstrated their commitment and expertise over the years. With their deep knowledge of the financial landscape and a client-centric approach, Rialto provides tailored investment strategies to help their affluent clientele achieve their financial goals. Operating from a single office in Syracuse, Rialto Wealth Management is committed to delivering exceptional service and building long-lasting relationships with their clients. Through their meticulous attention to detail and comprehensive investment solutions, Rialto stands as a trusted partner for high net worth individuals seeking effective wealth management strategies.

Adirondack Capital Advisors, LLC is a reputable investment advisory firm based out of Syracuse, NY. With a total of 5 employees, the majority of whom specialize in investment advisory services, they are committed to providing top-tier financial guidance to their clients. The firm boasts an impressive average of approximately $473,060,000 in assets under management per investment advisor, well above the industry average. Adirondack Capital Advisors has established a solid compensation structure that includes various types, such as a percentage of assets under management and performance-based fees. Their dedication to delivering exceptional results is reflected in their extensive client base, consisting of over 250 individual clients with more than $251,135,000 in assets under management. Notably, Adirondack Capital Advisors excels in managing employer 401Ks and individual assets, which account for approximately half of their total assets under management. Their expertise in this area is backed by years of experience and a proven track record. Despite being a small firm, Adirondack Capital Advisors maintains a strong presence in the industry. They operate from a single office and are home to a team of seasoned professionals, including Christopher Berg, Patrick Dooley, and James Campagna, who have been with the firm for a considerable amount of time. With 100% of their managed assets being discretionary, Adirondack Capital Advisors ensures the utmost flexibility and autonomy in tailoring investment strategies to meet the unique needs and objectives of their clients. Their commitment to excellence and personalized service sets them apart as a trusted partner in navigating the complex world of finance.

NEWMAN LADD CAPITAL ADVISORS, LLC.: Providing Expert Investment Advisory Services in Camillus, NY NEWMAN LADD CAPITAL ADVISORS, LLC. is a respected investment advisory firm located in Camillus, NY. With two offices, the firm comprises a team of two highly qualified professionals dedicated to delivering top-notch investment advisory services to a diverse clientele. Their expertise spans managing employer 401K plans as well as individual investments, making them a reliable choice for both companies and individuals seeking comprehensive financial guidance. With an impressive average of approximately $35,620,000 in assets under management per investment advisor, NEWMAN LADD CAPITAL ADVISORS, LLC. boasts a solid track record in achieving financial goals for their clients. Their compensation structure offers various options, including a percentage of assets under management, ensuring alignment of interests with their valued clients. Over 80% of the assets they manage consist of employer 401K plans and individual portfolios, reflecting their deep understanding of retirement planning and personalized wealth management strategies. As a registered representative of a broker-dealer and an insurance broker or agent, NEWMAN LADD CAPITAL ADVISORS, LLC. provides a wide range of services to cater to the diverse needs of their clients. With over 200 individual clients and an impressive $71,238,000 in assets under management, NEWMAN LADD CAPITAL ADVISORS, LLC. has established itself as a trusted partner in the financial industry. Their team includes experienced registered advisors, Andrew Moen and James McCarthy, who have demonstrated their commitment to client success over the years. When it comes to prudent financial management, NEWMAN LADD CAPITAL ADVISORS, LLC. is a name that individuals and employers in Camillus, NY, and beyond can rely on for sound investment advice and personalized service.

Shope Advisors Group is a small investment advisory firm based out of Camillus, NY. With one office, they offer comprehensive investment advisory services to their clients. Their team consists of two dedicated professionals, all of whom specialize in providing personalized investment guidance. With an average of $22,300,000 in assets under management per investment advisor, Shope Advisors Group has established a strong reputation for their expertise and sound financial advice. The firm's compensation structure is diverse, encompassing various types such as a percentage of assets under management and hourly charges. They possess extensive experience in managing employer 401Ks and individual assets, which constitute approximately half of their assets under management. This proficiency positions them as a trusted partner for individuals and businesses seeking financial planning solutions. In addition to their investment advisory services, Shope Advisors Group serves as a registered representative of a broker-dealer. This affiliation allows them to offer a comprehensive range of investment options to their clients, enhancing their ability to meet diverse financial objectives. With a client base exceeding 60 individuals, Shope Advisors Group manages over $44,597,000 in assets. Among the registered advisors, James Shope stands as one of the firm's most experienced professionals, having been with the company since 2021. His tenure reflects the dedication and stability that Shope Advisors Group brings to their clients, ensuring a long-term commitment to their financial success.

IBN Advisory Services, Inc., a small investment advisory firm located in Liverpool, NY, has been serving clients since its establishment. With a team of seven dedicated professionals, including four investment advisors, they provide comprehensive investment advisory services to a diverse clientele. The firm boasts an average of $92,980,000 in assets under management per investment advisor, aligning closely with the industry average. Their compensation structure is designed to reward their advisors for their performance, including a percentage of the assets under management. Ibn Advisory Services, Inc. manages over $155,186,000 in assets, serving a clientele of more than 1,680 individuals. Impressive experience in managing employer 401Ks and individual assets has positioned them as a reliable choice in this sector. Notably, all of the assets they handle are discretionary, providing clients with a high level of trust and confidence. Apart from their investment advisory services, Ibn Advisory Services, Inc. also offers insurance brokerage and agent services. With one office serving as their headquarters, the firm has established a strong presence in the Liverpool area. The team at Ibn Advisory Services, Inc. includes several seasoned advisors who have demonstrated long-standing dedication to their clients. Advisors like Austin King, Robert Star, and James Van Grouw bring a wealth of expertise and knowledge to the firm, ensuring that clients receive exceptional guidance and support. Overall, Ibn Advisory Services, Inc. stands as a reputable and reliable investment advisory firm, providing tailored financial solutions to meet the unique needs of their clients in Liverpool, NY, and beyond.

Birch Wealth Management, a small investment advisory firm based out of Rome, NY, is dedicated to helping individuals and employers achieve their financial goals. With a team of three highly skilled professionals, including Iris Buczkowski, one of the firm's longest tenured registered advisors, they provide personalized wealth management services to over 120 individual clients. Known for their expertise in employer 401Ks and individual investments, Birch Wealth Management has amassed an impressive $31,846,000 in assets under management. Their commitment to delivering exceptional results is reflected in their average of approximately $146,380,000 in assets under management per investment advisor, surpassing the industry average. Birch Wealth Management prides itself on its discretionary asset management approach, ensuring that every decision is made with the best interest of their clients in mind. Their compensation structure is flexible, offering fixed fees and performance-based fees, aligning their success with that of their clients'. Located in Rome, NY, Birch Wealth Management operates from a single office, serving clients with integrity and a strong commitment to building lasting relationships. Whether individuals seek guidance in investment strategies, retirement planning, or estate planning, Birch Wealth Management provides tailored solutions to help clients secure their financial futures. With a proven track record and a dedication to excellence, Birch Wealth Management continues to be a trusted partner for individuals and employers seeking comprehensive and reliable wealth management services in the Rome, NY area.

Passive Capital Management, LLC, a local investment advisory firm headquartered in Syracuse, NY, is a trusted partner for high net worth individuals seeking comprehensive wealth management solutions. With over $794,689,000 in assets under management, they have established themselves as a prominent player in the industry. Serving more than 240 individual clients, Passive Capital Management prioritizes personalized attention and tailored strategies to meet each client's financial objectives. The firm operates on a discretionary basis, managing 99% of the assets under their care. This approach allows them to make investment decisions autonomously, ensuring quick responses to market fluctuations and maximizing opportunities for their clients. While 401K and individual accounts represent less than 30% of their assets under management, Passive Capital Management possesses the capability to manage employer funds. The majority of the assets they manage are for high net worth individuals, emphasizing their focus on serving this particular segment of clients. Their compensation structure includes various options, such as a percentage of assets under management, aligning their interests with those of their clients. Comprising a dedicated team of six employees, all of whom provide investment advisory services, Passive Capital Management ensures a high level of expertise and personalized attention for each client. With an average of approximately $132,450,000 in assets under management per investment advisor, they exceed the industry average, reflecting their ability to handle substantial portfolios while delivering exceptional client service. Passive Capital Management is proud to have a team of seasoned advisors, including Jacob Asplundh, David Trossman, and Jonathan Farber, who have demonstrated their commitment and expertise over the long term. These professionals contribute to the firm's success by providing sound financial advice and building lasting relationships with their clients. Passive Capital Management stands as a trusted partner, dedicated to helping clients achieve their financial goals with a passive investment approach.