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.

J.W.Burns & Company, Inc., a reputable investment advisory firm based out of Dewitt, NY, is dedicated to providing exceptional financial services to its clients. With a total of 9 skilled employees, 6 of whom specialize in investment advisory services, the company boasts a knowledgeable team that is well-equipped to handle a diverse range of financial needs. The firm's advisors manage an average of approximately $120,900,000 in assets per advisor, which aligns with the industry average. J.W.Burns & Company, Inc. prides itself on its compensation structure, which includes various types, such as a percentage of assets under management, ensuring that its advisors have a vested interest in achieving optimal results for their clients. With over 1,010 individual clients and a total of $701,206,000 in assets under management, J.W.Burns & Company, Inc. has established a strong presence in the industry. Notably, they excel in managing employer 401Ks and individual accounts, accounting for half of their assets under management, highlighting their extensive expertise in this area. A local firm, J.W.Burns & Company, Inc. maintains two offices to better serve its clients' needs. The company takes pride in its team of long-tenured advisors, including Thaddeus Malley, Andrew Derrenbacker, and James Burns, who bring a wealth of experience and expertise to the firm. With 96% of the assets they manage being discretionary, J.W.Burns & Company, Inc. demonstrates its commitment to providing personalized and tailored investment strategies that align with each client's unique financial goals.

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.

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.

JC Miano Investment Advisory Service, based out of Utica, NY, is a reputable small investment advisory firm catering to a diverse range of clients. With over 40 individual clients and a remarkable $44,222,000 in assets under management, they have established themselves as a trusted partner in wealth management. As an experienced player in the investment advisory field, JC Miano Investment Advisory Service boasts extensive expertise in managing employer 401Ks and individual portfolios, accounting for approximately half of their assets under management. With a focus on discretion and personalization, they handle a staggering 99% of their clients' assets with the utmost care and responsibility. The firm's compensation structure offers various options, including a percentage of assets under management. This ensures that their interests are closely aligned with the success of their clients' investments. Despite being a small firm, JC Miano Investment Advisory Service takes pride in delivering exceptional service. Their team consists of one dedicated employee, who exclusively focuses on providing top-notch investment advisory services. With an average of $44,220,000 in assets under management per investment advisor, they deliver a personalized approach to each client's unique financial goals and objectives. Through their comprehensive knowledge, dedication to client satisfaction, and meticulous investment strategies, JC Miano Investment Advisory Service has built a reputation as a reliable and results-driven partner in wealth management, empowering their clients to make informed decisions for a secure financial future.

Pinnacle Capital Management, LLC is a local investment advisory firm based out of East Syracuse, NY. With its main office in the area, Pinnacle Capital Management serves as a trusted resource for individuals and employer 401K plans seeking expert financial guidance. With a dedicated team of six professionals, five of whom specialize in providing comprehensive investment advisory services, the firm delivers personalized strategies tailored to each client's unique needs. Drawing upon their extensive knowledge and experience, Pinnacle Capital Management manages an impressive average of approximately $45,910,000 in assets under management per investment advisor. This places them in line with the industry average and showcases their ability to handle a diverse range of portfolios. Pinnacle Capital Management employs a compensation structure that includes various methods, such as a percentage of assets under management. Notably, nearly half of the firm's assets under management originate from employer 401K plans and individual investors, highlighting their excellent track record in this space. As an indicator of their expertise and the trust they have garnered, Pinnacle Capital Management boasts a sizable client base of over 360 individuals. With over $229,570,000 in assets under management, they have successfully built lasting relationships based on sound financial advice and consistent performance. Impressively, 80% of the assets Pinnacle Capital Management oversees are discretionary, enabling them to make informed investment decisions on behalf of their clients. This discretionary authority reflects their commitment to actively manage portfolios and seize opportunities that align with their clients' financial goals. Overall, Pinnacle Capital Management, LLC stands out as a respected local investment advisory firm, offering personalized financial solutions, managing significant assets, and delivering exceptional service to their clients in East Syracuse, NY, and beyond.

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.

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.

OMC Financial Services Ltd is a reputable investment advisory firm headquartered in Dewitt, NY. With a total of five dedicated employees, including three experienced investment advisors, they provide exceptional financial services to a diverse clientele. Their investment advisors possess extensive expertise, averaging an impressive $18,010,000 in assets under management per advisor. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients have access to personalized and suitable financial solutions tailored to their specific needs. Catering to a wide range of individuals, OMC Financial Services Ltd manages over $183,819,000 in assets, with a client base of more than 180 individuals. Notably, the majority of their managed assets are held by high-net-worth individuals. The firm boasts considerable experience in managing assets from employer 401Ks and individuals, making them well-versed in this particular area of expertise. Distinguished by their commitment to discretion, OMC Financial Services Ltd manages 100% of their clients' assets on a discretionary basis. Clients can rely on the firm's expertise to make informed investment decisions and manage their portfolios effectively. Operating from a single office, OMC Financial Services Ltd has established a strong presence in Dewitt, NY. The firm takes pride in its team of seasoned advisors, including Brian Jennings, Gregory Jennings, and Cynthia Scott, who have remained dedicated to the company, contributing to its longstanding success. With a solid track record and a client-centric approach, OMC Financial Services Ltd continues to serve as a trusted partner, helping clients navigate the complexities of the financial market and achieve their investment goals.

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.