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.

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.

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.

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.

IBN Financial Services, Inc, a local investment advisory firm based in Liverpool, NY, offers a comprehensive range of financial services. With a dedicated team of 79 professionals, including 16 experienced investment advisors, they are committed to providing exceptional guidance to their clients. On average, each investment advisor manages approximately $8,680,000 in assets under management. The firm's compensation structure is diverse, accommodating various client preferences. They offer fee structures based on a percentage of assets under management, as well as hourly charges. Their expertise lies in managing assets from employer 401Ks and individuals, which account for approximately half of their assets under management. With a strong track record in this space, they have garnered a reputation for delivering reliable and effective investment solutions. In addition to investment advisory services, Ibn Financial Services, Inc also serves as an insurance broker or agent, offering clients a comprehensive approach to their financial needs. With over 650 individual clients and an impressive $138,842,000 in assets under management, they have established themselves as a trusted partner in managing wealth. The firm takes pride in its team of highly experienced advisors, with notable professionals such as Daniel Ripley, Todd Glenn, and Mark Levitch boasting extensive tenure. Their commitment to personalized service and dedication to helping clients achieve their financial goals has positioned Ibn Financial Services, Inc as a leading financial advisory firm in the Liverpool, NY area.

Carswell Investments, LLC is a well-established investment advisory firm headquartered in East Syracuse, NY, serving a diverse clientele of over 120 individual clients. With a remarkable track record, they currently manage an impressive $227,637,000 in assets under management, solidifying their reputation as a trusted financial partner. Boasting two offices, Carswell Investments, LLC offers comprehensive investment advisory services, catering to a wide range of investment needs. While their expertise extends beyond 401K and individual accounts, these assets make up less than 30% of their portfolio. However, the firm possesses the necessary capabilities to effectively manage employer funds, providing a holistic approach to investment management. A notable aspect of Carswell Investments, LLC is their dedication to discretionary asset management. All of the assets they manage, which primarily consist of high net worth individuals' portfolios, are handled with the utmost care and expertise. With a team of two highly qualified professionals, Carswell Investments, LLC ensures personalized attention and expert guidance for each client. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, tailored to align with their clients' unique needs and objectives. Steven Pickard, one of the firm's registered advisors, has been an invaluable member since 2020, bringing extensive experience and a deep understanding of the industry. With an average of approximately $113,820,000 in assets under management per investment advisor, Carswell Investments, LLC stands on par with industry standards, exemplifying their commitment to delivering exceptional results.

BPC Advisors LLC, headquartered in East Syracuse, NY, is a small investment advisory firm specializing in providing expert financial guidance to a diverse clientele. With a team of two dedicated professionals, BPC Advisors is committed to delivering top-notch investment advisory services tailored to the unique needs and goals of their clients. One of the key strengths of BPC Advisors is their impressive average assets under management per investment advisor, which stands at approximately $133,480,000. This figure significantly surpasses the industry average, demonstrating their ability to effectively handle substantial portfolios. BPC Advisors' compensation structure is designed to align their interests with those of their clients. It includes various types of fees, such as a percentage of assets under management and performance-based fees. This ensures that their advisors are motivated to generate optimal results for their clients, while also being rewarded accordingly. The firm boasts an extensive client base, serving over 80 individual clients with assets under management totaling more than $126,125,000. BPC Advisors primarily manages assets for high net worth individuals, although they also possess the expertise and capability to oversee employer funds, although the latter accounts for a smaller percentage of their overall assets under management. BPC Advisors operates a single office in East Syracuse, NY, where clients can expect personalized attention and a focus on building long-term relationships. Two of the firm's most experienced and respected registered advisors are Douglas Burns and Geoffrey Wells, who have demonstrated their commitment to delivering exceptional financial guidance to their clients over the years. With a strong track record and unwavering dedication to client success, BPC Advisors LLC stands as a trusted partner in the realm of investment advisory services.