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.

Layline Advisors, a small investment advisory firm based out of Rochester, NY, offers expert financial guidance and personalized investment strategies. With one office, they boast a team of two dedicated employees, both highly skilled in providing comprehensive investment advisory services. Their commitment to excellence is reflected in the impressive average of approximately $31,020,000 in assets under management per investment advisor. Layline Advisors' compensation structure is flexible, offering various options such as a percentage of assets under management and fixed fees. Although 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. An impressive 85% of the assets they handle are under discretionary management, allowing clients to trust in their expertise and decision-making abilities. The firm's primary focus lies in serving high net worth individuals, and they proudly oversee the assets of over 50 individual clients, amassing a staggering $62,040,000 in assets under management. Within Layline Advisors, Mark Wyand and Matthew Lechner stand out as two of the longest-tenured registered advisors, with their extensive experience and expertise contributing to the firm's reputation for providing exceptional financial guidance. Driven by a commitment to professionalism, personalized service, and sound investment strategies, Layline Advisors is dedicated to helping clients achieve their financial goals. Whether it's wealth preservation, growth, or retirement planning, clients can rely on Layline Advisors' comprehensive approach and wealth management expertise to guide them along their financial journey.

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.

Schaffer & Company Asset Management, Inc. is a highly regarded investment advisory firm located in Rochester, NY. With a single office, the firm has established a strong presence in the region. Led by a dedicated team of two professionals, including one specialized in providing comprehensive investment advisory services, Schaffer & Company delivers personalized financial solutions to its diverse clientele. As an industry-average performer, Schaffer & Company manages an impressive average of $63,120,000 in assets under management per investment advisor. The firm's compensation structure encompasses various options, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility for clients to select the most suitable arrangement. Renowned for their expertise in employer 401Ks and individual investment portfolios, Schaffer & Company has successfully built a robust client base. Half of the assets they manage are sourced from employer 401K plans or individual investors, highlighting their proficiency in this particular sector. The firm's commitment to excellence is reflected in their discretionary management approach, as 100% of the assets under their supervision are handled with the utmost care and expertise. With over 310 individual clients, Schaffer & Company expertly oversees their clients' investments, totaling more than $63,120,000 in assets under management. Schaffer & Company Asset Management, Inc. stands out as a trusted partner, providing comprehensive investment advisory services and leveraging their extensive experience to help clients achieve their financial goals.

Geovest Advisors Inc, based out of Fairport, NY, is a prominent local investment advisory firm that caters to over 110 individual clients, managing a staggering $105,299,000 in assets. With a solid track record in the industry, Geovest Advisors specializes in providing comprehensive investment solutions and financial guidance to their diverse clientele. The firm operates from a single office and offers a range of services, including acting as a commodity pool operator or commodity trading advisor, both registered and exempt from registration as required. Notably, Geovest Advisors has established a strong foothold in managing employer 401Ks and individual investment portfolios, showcasing their expertise and experience in this particular space. Impressively, 96% of the assets under Geovest Advisors' management are discretionary, indicating the level of trust their clients place in their investment strategies. The firm employs a team of six dedicated professionals, all of whom are highly skilled in delivering top-notch investment advisory services. Geovest Advisors' compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. This allows them to tailor their services to meet the unique needs and preferences of their valued clients. With an average of approximately $17,550,000 in assets under management per investment advisor, Geovest Advisors exemplifies their commitment to delivering personalized attention and exceptional financial guidance to each client they serve. As a result, they have solidified their reputation as a trusted and reliable partner in helping individuals and businesses achieve their financial goals.

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.

RISE ADVISORS, LLC is a leading investment advisory firm based out of Rochester, NY. With seven dedicated professionals, including highly experienced advisors Stephanie Kelm, Angelica Sudore, and Scott Klatt, they offer comprehensive financial services to individuals and businesses in the region. Specializing in investment advisory services, RISE ADVISORS, LLC has five skilled advisors who collectively manage an impressive $642,950,000 in assets. On average, each investment advisor oversees approximately $128,590,000 in assets under management, aligning with the industry average. The firm's compensation structure encompasses various models, including a percentage of assets under management, ensuring a client-centric approach that emphasizes their clients' financial success. With over 260 individual clients, RISE ADVISORS, LLC manages a substantial portfolio of over $199,983,000 in assets, primarily serving high-net-worth individuals. One of their notable strengths lies in their expertise in managing employer 401(k) plans and individual retirement accounts, which constitute approximately half of their assets under management. This experience has established RISE ADVISORS, LLC as a trusted partner for retirement planning and investment strategies. A notable attribute of their services is the discretionary management of 89% of the assets they oversee, demonstrating their clients' trust in their expertise. Located in Rochester, NY, RISE ADVISORS, LLC operates from a single office, fostering personalized relationships with their clientele. With a commitment to excellence and a focus on delivering tailored financial solutions, RISE ADVISORS, LLC continues to thrive as a trusted local partner, providing expert investment advice and comprehensive wealth management services.

Genesee Capital Advisors, LLC, a small investment advisory firm based out of Auburn, NY, serves a diverse clientele consisting of over 370 individual clients. With a commendable track record, they oversee a substantial $287,158,000 in assets under management. Their expertise lies in managing employer 401Ks and individual portfolios, constituting approximately half of their assets. The firm's dedication to providing excellent service is evident as 98% of the assets they handle are under their discretionary management. Operating from a single office, Genesee Capital Advisors, LLC boasts a team of four skilled professionals, two of whom specialize in investment advisory services. This focused approach allows them to allocate an average of $143,580,000 in assets per investment advisor, surpassing the industry standard. Among the key contributors to the firm's success, Michael Hearn and Ryan Pine stand out as the longest tenured registered advisors. Genesee Capital Advisors, LLC offers a flexible compensation structure tailored to meet clients' needs. Their options include charging a percentage of assets under management, implementing hourly fees, and fixed charges. This variety allows them to accommodate clients with different financial requirements and investment goals. With a solid reputation and a commitment to delivering personalized financial advice, Genesee Capital Advisors, LLC has established itself as a trusted partner in helping clients grow and protect their wealth.

High Falls Advisors, Inc. is a prominent investment advisory firm based out of Rochester, NY. With one office, the company has established itself as a trusted local resource for individuals and businesses seeking professional financial guidance. Comprised of a dedicated team of 17 employees, High Falls Advisors, Inc. possesses a wealth of expertise in the investment advisory field, with 11 advisors solely focused on delivering exceptional service to their clients. With an impressive average of approximately $41,040,000 in assets under management per investment advisor, High Falls Advisors, Inc. demonstrates their commitment to effectively managing their clients' portfolios. Their compensation structure is comprehensive, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to meet clients' diverse needs. A notable strength of High Falls Advisors, Inc. lies in their experience with employer 401Ks and individual accounts, which comprise around half of their assets under management. This expertise allows them to provide insightful guidance and tailored investment strategies in these areas. Furthermore, High Falls Advisors, Inc. extends their services beyond investment advisory, acting as registered representatives of a broker-dealer and insurance broker or agent. This comprehensive approach allows them to offer a holistic financial planning experience to their clients. With an impressive client base of over 830 individuals and businesses, High Falls Advisors, Inc. oversees more than $451,422,000 in assets under management. Their success can be attributed in part to their dedicated team, which includes highly experienced advisors such as Deborah Bastow, Annrandyl Beach, and Robert Vay, who have played instrumental roles in the firm's growth and reputation.

Based out of Rochester, NY, Boyd Capital is a small investment advisory firm that has established itself as a trusted partner for over 440 individual clients, overseeing an impressive $88,310,000 in assets under management. In addition to their investment advisory services, Boyd Capital also operates as an insurance broker or agent, offering comprehensive financial solutions to their clientele. Boyd Capital's expertise in managing employer 401Ks and individual accounts is evident, as nearly half of their assets under management originate from these sources. This experience positions them well to provide valuable insights and tailored strategies in this particular space. With 77% of the assets they manage falling under discretionary management, Boyd Capital showcases their proficiency in making informed investment decisions on behalf of their clients. Their compensation structure is flexible and varied, encompassing models such as a percentage of assets under management, hourly charges, fixed fees, and commissions, ensuring a fair and transparent relationship with their valued clients. Boyd Capital operates with a lean team of three dedicated professionals, two of whom specialize in providing investment advisory services. Each investment advisor, on average, manages approximately $44,160,000 in assets, exemplifying their ability to deliver personalized attention and service. Joseph Boyd and Karl Khuns are among the longest tenured registered advisors at Boyd Capital, contributing their extensive knowledge and expertise to the firm's continued success and client satisfaction. As a respected player in the financial industry, Boyd Capital's dedication to their clients' financial well-being and their comprehensive range of services positions them as a reliable partner in navigating the complexities of wealth management.

Karpus Investment Management, based out of Pittsford, NY, is a highly regarded local investment advisory firm. With two offices and a team of 41 dedicated professionals, they offer comprehensive investment advisory services. Out of their total workforce, 19 employees focus specifically on providing top-notch investment advice. Their impressive average of approximately $181,840,000 in assets under management per investment advisor surpasses the industry average, reflecting their expertise and success in managing client portfolios. Karpus Investment Management employs a diverse compensation structure, including a percentage of assets under management. Although their assets under management are predominantly derived from sources other than 401K and individual accounts, they possess the capability to effectively manage employer funds. Remarkably, all the assets they manage are handled on a discretionary basis, providing clients with a hands-off and professional investment experience. With an extensive client base, Karpus Investment Management serves over 1,000 individual clients who entrust them with a substantial $3,454,920,000 in assets under management. The firm boasts a team of experienced advisors, including industry veterans David Angeline, David D'Ambrosio, and Michael Donnelly, who have been with the company for an extended period, contributing their wealth of knowledge and expertise to their clients' financial success. Karpus Investment Management's commitment to exceptional service, coupled with their impressive track record and highly qualified team, solidifies their reputation as a leading investment advisory firm in the Pittsford area. Their focus on delivering personalized investment strategies and their ability to consistently outperform industry benchmarks have earned them the trust and loyalty of their clients.