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.

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.

Seneca Financial Advisors LLC is a reputable investment advisory firm based out of Rochester, NY. With a strong local presence, they operate from three offices, offering comprehensive financial guidance to clients. With a total of 19 employees, including six dedicated investment advisors, Seneca Financial Advisors LLC is well-equipped to meet the diverse needs of their clientele. The firm manages an average of approximately $86,750,000 in assets under management per investment advisor, a figure that aligns with the industry average. Seneca Financial Advisors LLC employs a flexible compensation structure, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and flexibility in their client relationships. While 401K and individual accounts make up less than 30% of their assets under management, Seneca Financial Advisors LLC possesses the expertise and capability to effectively manage employer funds. A noteworthy 89% of the assets they handle are discretionary, indicating a high level of trust and confidence placed in the firm by their clients. The firm predominantly serves high-net-worth individuals, catering to over 170 individual clients with an impressive $520,500,000 in assets under management. Seneca Financial Advisors LLC takes pride in their experienced team, boasting some of the longest-tenured advisors in the industry, including Elizabeth Raabe, Scott Lefebre, and G. Votava, Jr. These seasoned professionals bring a wealth of knowledge and expertise to guide clients towards achieving their financial goals. Seneca Financial Advisors LLC is committed to providing personalized and reliable financial advice, helping clients navigate the complexities of wealth management and investment strategies. With a track record of success and a client-centric approach, they are a trusted partner for individuals seeking comprehensive financial planning services.

Generation Capital Management LLC, based out of Pittsford, NY, is a small investment advisory firm specializing in providing personalized financial services to individual clients. With a team of five dedicated professionals, including one investment advisor, they deliver comprehensive wealth management solutions tailored to meet their clients' unique needs. With an average of approximately $75,290,000 in assets under management per investment advisor, Generation Capital Management LLC maintains a competitive standing within the industry. Their compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with their clients' preferences. Boasting over 130 individual clients, Generation Capital Management LLC oversees an impressive portfolio of assets under management, totaling over $840,494,000. A noteworthy aspect of their services is the discretionary management of 13% of the assets they handle, reflecting their expertise in making strategic investment decisions on behalf of their clients. Situated in Pittsford, NY, Generation Capital Management LLC operates from a single office location. The firm takes pride in its experienced and knowledgeable team, with John Howe and Scott Nasca serving as two of the longest-tenured registered advisors. Their commitment to client satisfaction and their ability to adapt to evolving market conditions position Generation Capital Management LLC as a trusted partner in achieving long-term 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.

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.

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.

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.

Lyon Capital Management, LLC, based out of Pittsford, NY, is a reputable and established investment advisory firm serving over 50 individual clients. With a remarkable $76,148,000 in assets under management, Lyon Capital Management specializes in providing comprehensive investment solutions. Their expertise extends beyond individual and 401K accounts, as they possess the capability to manage employer funds. As a small yet highly esteemed firm, Lyon Capital Management operates from two offices, offering personalized services to their discerning clientele. Over 99% of the assets they manage are under their discretionary control, ensuring a hands-on approach to investment management. The majority of their portfolio comprises high net worth individuals seeking tailored financial strategies. The compensation structure at Lyon Capital Management includes various types, such as a percentage of assets under management, reflecting their commitment to aligning their success with that of their clients. With a dedicated team of two experienced employees, all of whom provide exceptional investment advisory services, the firm boasts an impressive average of approximately $38,070,000 in assets under management per investment advisor. Among the notable individuals at Lyon Capital Management, Douglass Lyon and Kathleen Lyon stand out as the firm's longest tenured registered advisors. Their expertise, coupled with a client-centric approach, has earned Lyon Capital Management a stellar reputation within the industry.

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.